The first month is about building trust, establishing working norms, and creating a sustainable delegation system. Here's how to structure it for success.

Day 1: The Kickoff Meeting

Your EA comes to the kickoff meeting prepared with initial focus areas:

1. Partnership norms: Meeting cadence, communication preferences, access to tools, ground rules for working together
2. Email delegation system: Establishing how you want your inbox managed
3. Calendar management system: Setting up how your schedule should be maintained

Your EA should be proactive in getting these systems established and they set the foundation for delegating more.

The Onboarding Process

Think of your EA as a new employee joining your company. During the kickoff call and the days following, you should onboard them like any other employee:

• Provision email and necessary accounts
• Grant access to tools and systems they'll need
• Share context about your business, team, and current priorities
• Introduce them to other team members they'll interact with

Your EA will have watched the recording of your onboarding call with our team, so they'll already have context about your business and needs. Build on that foundation.

Meet Daily for the First Month

We strongly recommend daily meetings with your EA for at least the first month.

Daily meetings let you:

• Establish a delegation and feedback cycle
• Assess performance and provide course corrections quickly
• Build trust with consistent communication