{"product_id":"executive-assistant-opening-plan","title":"How To Start An Executive Assistant Business In 2 To 6 Weeks","description":"\u003cbr\u003e\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-1_new_design\"\u003e\n\u003cdiv class=\"line_top\"\u003e\u003c\/div\u003e\n\u003cp\u003eYou’re turning executive support skill into a paid service, so the launch plan has to cover trust, tools, scope, and sales before you accept inbox or calendar access This guide covers a \u003cstrong\u003e2 to 6 week launch path\u003c\/strong\u003e, first-client execution, and five-year model checks using researched assumptions like \u003cstrong\u003e$1,495 to $4,995 monthly plans\u003c\/strong\u003e and \u003cstrong\u003e25 billable hours per active customer in Year 1\u003c\/strong\u003e\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-1_new_design\" id=\"main_article_image\"\u003e\u003c\/div\u003e\n\u003c\/div\u003e\u003cbr\u003e\u003csection class=\"fml-launch-snapshot-cards\" aria-label=\"Launch snapshot cards for an executive assistant business.\"\u003e\u003cdiv class=\"fml-launch-snapshot-grid\"\u003e\n\u003carticle class=\"fml-launch-snapshot-card is-blue\" data-snapshot-key=\"timeToOpen\"\u003e\u003cspan class=\"fml-launch-snapshot-icon-tip\" tabindex=\"0\" data-tooltip=\"A lean solo launch can open in 2 to 6 weeks if the setup is simple and the offer is clear. That's the launch planning assumption, not a guaranteed date.\"\u003e\u003cimg class=\"fml-launch-snapshot-icon\" src=\"\/cdn\/shop\/files\/fml-launch-snapshot-time-to-open.svg\" alt=\"\" loading=\"lazy\"\u003e\u003c\/span\u003e\u003cspan class=\"fml-launch-snapshot-label\"\u003eTime to Open\u003c\/span\u003e\u003cstrong class=\"fml-launch-snapshot-value\" tabindex=\"0\" data-tooltip=\"A lean solo launch can open in 2 to 6 weeks if the setup is simple and the offer is clear. That's the launch planning assumption, not a guaranteed date.\"\u003e2-6 weeks\u003c\/strong\u003e\u003cspan class=\"fml-launch-snapshot-detail\"\u003eLaunch runway\u003c\/span\u003e\u003c\/article\u003e\u003carticle class=\"fml-launch-snapshot-card is-purple\" data-snapshot-key=\"launchSequence\"\u003e\u003cspan class=\"fml-launch-snapshot-icon-tip\" tabindex=\"0\" data-tooltip=\"Work in this order: niche, legal, services, tools, outreach, onboarding. Some steps can run in parallel, but legal and service setup should be in place before outreach scales.\"\u003e\u003cimg class=\"fml-launch-snapshot-icon\" src=\"\/cdn\/shop\/files\/fml-launch-snapshot-launch-sequence.svg\" alt=\"\" loading=\"lazy\"\u003e\u003c\/span\u003e\u003cspan class=\"fml-launch-snapshot-label\"\u003eLaunch Sequence\u003c\/span\u003e\u003cstrong class=\"fml-launch-snapshot-value\" tabindex=\"0\" data-tooltip=\"Work in this order: niche, legal, services, tools, outreach, onboarding. Some steps can run in parallel, but legal and service setup should be in place before outreach scales.\"\u003e6 stages\u003c\/strong\u003e\u003cspan class=\"fml-launch-snapshot-detail\"\u003eNiche first\u003c\/span\u003e\u003c\/article\u003e\u003carticle class=\"fml-launch-snapshot-card is-yellow\" data-snapshot-key=\"keyBottleneck\"\u003e\u003cspan class=\"fml-launch-snapshot-icon-tip\" tabindex=\"0\" data-tooltip=\"Executives usually share access only after confidentiality and workflow feel credible. That makes trust and the first-client pipeline the main launch risk.\"\u003e\u003cimg class=\"fml-launch-snapshot-icon\" src=\"\/cdn\/shop\/files\/fml-launch-snapshot-key-bottleneck.svg\" alt=\"\" loading=\"lazy\"\u003e\u003c\/span\u003e\u003cspan class=\"fml-launch-snapshot-label\"\u003eKey Bottleneck\u003c\/span\u003e\u003cstrong class=\"fml-launch-snapshot-value\" tabindex=\"0\" data-tooltip=\"Executives usually share access only after confidentiality and workflow feel credible. That makes trust and the first-client pipeline the main launch risk.\"\u003eTrust gap\u003c\/strong\u003e\u003cspan class=\"fml-launch-snapshot-detail\"\u003eClient pipeline\u003c\/span\u003e\u003c\/article\u003e\u003carticle class=\"fml-launch-snapshot-card is-green\" data-snapshot-key=\"firstRevenueStep\"\u003e\u003cspan class=\"fml-launch-snapshot-icon-tip\" tabindex=\"0\" data-tooltip=\"First cash comes from a signed retainer or paid pilot. Year 1 pricing starts at $1,495, $2,995, and $4,995 per month, but timing still depends on the sales cycle.\"\u003e\u003cimg class=\"fml-launch-snapshot-icon\" src=\"\/cdn\/shop\/files\/fml-launch-snapshot-first-revenue-step.svg\" alt=\"\" loading=\"lazy\"\u003e\u003c\/span\u003e\u003cspan class=\"fml-launch-snapshot-label\"\u003eFirst Revenue Step\u003c\/span\u003e\u003cstrong class=\"fml-launch-snapshot-value\" tabindex=\"0\" data-tooltip=\"First cash comes from a signed retainer or paid pilot. Year 1 pricing starts at $1,495, $2,995, and $4,995 per month, but timing still depends on the sales cycle.\"\u003eSigned retainer\u003c\/strong\u003e\u003cspan class=\"fml-launch-snapshot-detail\"\u003eInvoice ready\u003c\/span\u003e\u003c\/article\u003e\n\u003c\/div\u003e\u003c\/section\u003e\u003cbr\u003e\u003csection class=\"fml-launch-timeline\" aria-label=\"Executive Assistant Launch Timeline\" data-locale=\"en-US\" data-currency=\"USD\" data-export-filename=\"Executive Assistant launch gantt chart.xlsx\" data-source-title=\"Executive Assistant Launch Timeline\" data-site-name=\"Financial Models Lab\" data-site-url=\"https:\/\/financialmodelslab.com\/\" data-note-label=\"Planning note\" data-note-text=\"Timing assumes fast contracts, clean confidentiality steps, tool access, and steady lead flow; delays in any of those push first revenue.\" data-timeline-unit=\"weeks\" data-period-label=\"Week\" style=\"--fml-launch-periods:7;\"\u003e\u003cdiv class=\"fml-launch-card\"\u003e\n\u003cheader class=\"fml-launch-header\"\u003e\u003cdiv\u003e\n\u003cp class=\"fml-launch-eyebrow\"\u003eLaunch Timeline\u003c\/p\u003e\n\u003cp class=\"fml-launch-description\"\u003eThis short web summary shows the launch lanes; the XLSX export carries the full Gantt Chart.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"fml-launch-export\" type=\"button\" data-launch-export\u003eEXPORT XLSX\u003c\/button\u003e\u003c\/header\u003e\u003cdiv class=\"fml-launch-board\"\u003e\n\u003cdiv class=\"fml-launch-periods\"\u003e\n\u003cspan\u003eLaunch schedule\u003c\/span\u003e\u003cspan\u003eWeek 1\u003c\/span\u003e\u003cspan\u003eWeek 2\u003c\/span\u003e\u003cspan\u003eWeek 3\u003c\/span\u003e\u003cspan\u003eWeek 4\u003c\/span\u003e\u003cspan\u003eWeek 5\u003c\/span\u003e\u003cspan\u003eWeek 6\u003c\/span\u003e\u003cspan\u003eWeek 7\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"fml-launch-lanes\"\u003e\n\u003csection class=\"fml-launch-lane\" data-lane-key=\"legal\" data-tone=\"primary\" style=\"--fml-launch-start:1; --fml-launch-duration:3;\"\u003e\u003cdiv class=\"fml-launch-lane-info\"\u003e\n\u003cstrong class=\"fml-launch-lane-title\"\u003eLegal \/ compliance\u003c\/strong\u003e\u003cdiv class=\"fml-launch-lane-meta\"\u003e\n\u003cspan\u003eWeek 1-3\u003c\/span\u003e\u003cspan\u003e4 tasks\u003c\/span\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"fml-launch-track\" aria-hidden=\"true\"\u003e\u003cspan class=\"fml-launch-bar\"\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv class=\"fml-launch-details\"\u003e\n\u003cbutton class=\"fml-launch-toggle\" type=\"button\" data-launch-toggle\u003eShow tasks\u003c\/button\u003e\u003cul class=\"fml-launch-task-list\"\u003e\n\u003cli data-task-start=\"1\" data-task-duration=\"1\" data-task-priority=\"High\" data-task-output=\"formation checklist\"\u003e\u003cstrong\u003eEntity review\u003c\/strong\u003e\u003c\/li\u003e\n\u003cli data-task-start=\"1\" data-task-duration=\"1\" data-task-priority=\"High\" data-task-output=\"NDA pack\"\u003e\u003cstrong\u003eNDA templates\u003c\/strong\u003e\u003c\/li\u003e\n\u003cli data-task-start=\"2\" data-task-duration=\"1\" data-task-priority=\"High\" data-task-output=\"client contract\"\u003e\u003cstrong\u003eContract draft\u003c\/strong\u003e\u003c\/li\u003e\n\u003cli data-task-start=\"2\" data-task-duration=\"2\" data-task-priority=\"Medium\" data-task-output=\"coverage in force\"\u003e\u003cstrong\u003eInsurance bind\u003c\/strong\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\u003c\/section\u003e\u003csection class=\"fml-launch-lane\" data-lane-key=\"packages\" data-tone=\"blue\" style=\"--fml-launch-start:1; --fml-launch-duration:2;\"\u003e\u003cdiv class=\"fml-launch-lane-info\"\u003e\n\u003cstrong class=\"fml-launch-lane-title\"\u003eService packaging\u003c\/strong\u003e\u003cdiv class=\"fml-launch-lane-meta\"\u003e\n\u003cspan\u003eWeek 1-2\u003c\/span\u003e\u003cspan\u003e4 tasks\u003c\/span\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"fml-launch-track\" aria-hidden=\"true\"\u003e\u003cspan class=\"fml-launch-bar\"\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv class=\"fml-launch-details\"\u003e\n\u003cbutton class=\"fml-launch-toggle\" type=\"button\" data-launch-toggle\u003eShow tasks\u003c\/button\u003e\u003cul class=\"fml-launch-task-list\"\u003e\n\u003cli data-task-start=\"1\" data-task-duration=\"1\" data-task-priority=\"High\" data-task-output=\"service menu\"\u003e\u003cstrong\u003eOffer map\u003c\/strong\u003e\u003c\/li\u003e\n\u003cli data-task-start=\"1\" data-task-duration=\"1\" data-task-priority=\"High\" data-task-output=\"price sheet\"\u003e\u003cstrong\u003ePricing grid\u003c\/strong\u003e\u003c\/li\u003e\n\u003cli data-task-start=\"2\" data-task-duration=\"1\" data-task-priority=\"Medium\" data-task-output=\"add-on rules\"\u003e\u003cstrong\u003eAdd-on scope\u003c\/strong\u003e\u003c\/li\u003e\n\u003cli data-task-start=\"2\" data-task-duration=\"1\" data-task-priority=\"High\" data-task-output=\"approved packages\"\u003e\u003cstrong\u003eApproval signoff\u003c\/strong\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\u003c\/section\u003e\u003csection class=\"fml-launch-lane\" data-lane-key=\"tech\" data-tone=\"green\" style=\"--fml-launch-start:1; --fml-launch-duration:3;\"\u003e\u003cdiv class=\"fml-launch-lane-info\"\u003e\n\u003cstrong class=\"fml-launch-lane-title\"\u003eTech stack\u003c\/strong\u003e\u003cdiv class=\"fml-launch-lane-meta\"\u003e\n\u003cspan\u003eWeek 1-3\u003c\/span\u003e\u003cspan\u003e4 tasks\u003c\/span\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"fml-launch-track\" aria-hidden=\"true\"\u003e\u003cspan class=\"fml-launch-bar\"\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv class=\"fml-launch-details\"\u003e\n\u003cbutton class=\"fml-launch-toggle\" type=\"button\" data-launch-toggle\u003eShow tasks\u003c\/button\u003e\u003cul class=\"fml-launch-task-list\"\u003e\n\u003cli data-task-start=\"1\" data-task-duration=\"1\" data-task-priority=\"High\" data-task-output=\"tool stack list\"\u003e\u003cstrong\u003eTool shortlist\u003c\/strong\u003e\u003c\/li\u003e\n\u003cli data-task-start=\"1\" data-task-duration=\"1\" data-task-priority=\"High\" data-task-output=\"shared inbox\"\u003e\u003cstrong\u003eEmail calendar\u003c\/strong\u003e\u003c\/li\u003e\n\u003cli data-task-start=\"2\" data-task-duration=\"2\" data-task-priority=\"High\" data-task-output=\"client tracker\"\u003e\u003cstrong\u003eCRM setup\u003c\/strong\u003e\u003c\/li\u003e\n\u003cli data-task-start=\"3\" data-task-duration=\"1\" data-task-priority=\"High\" data-task-output=\"working logins\"\u003e\u003cstrong\u003eAccess testing\u003c\/strong\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\u003c\/section\u003e\u003csection class=\"fml-launch-lane\" data-lane-key=\"sops\" data-tone=\"yellow\" style=\"--fml-launch-start:2; --fml-launch-duration:3;\"\u003e\u003cdiv class=\"fml-launch-lane-info\"\u003e\n\u003cstrong class=\"fml-launch-lane-title\"\u003eSOPs \/ quality\u003c\/strong\u003e\u003cdiv class=\"fml-launch-lane-meta\"\u003e\n\u003cspan\u003eWeek 2-4\u003c\/span\u003e\u003cspan\u003e4 tasks\u003c\/span\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"fml-launch-track\" aria-hidden=\"true\"\u003e\u003cspan class=\"fml-launch-bar\"\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv class=\"fml-launch-details\"\u003e\n\u003cbutton class=\"fml-launch-toggle\" type=\"button\" data-launch-toggle\u003eShow tasks\u003c\/button\u003e\u003cul class=\"fml-launch-task-list\"\u003e\n\u003cli data-task-start=\"2\" data-task-duration=\"1\" data-task-priority=\"High\" data-task-output=\"intake script\"\u003e\u003cstrong\u003eIntake script\u003c\/strong\u003e\u003c\/li\u003e\n\u003cli data-task-start=\"2\" data-task-duration=\"1\" data-task-priority=\"High\" data-task-output=\"delivery checklist\"\u003e\u003cstrong\u003eTask checklist\u003c\/strong\u003e\u003c\/li\u003e\n\u003cli data-task-start=\"3\" data-task-duration=\"1\" data-task-priority=\"Medium\" data-task-output=\"escalation guide\"\u003e\u003cstrong\u003eEscalation rules\u003c\/strong\u003e\u003c\/li\u003e\n\u003cli data-task-start=\"3\" data-task-duration=\"2\" data-task-priority=\"Medium\" data-task-output=\"quality playbook\"\u003e\u003cstrong\u003eQA walkthrough\u003c\/strong\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\u003c\/section\u003e\u003csection class=\"fml-launch-lane\" data-lane-key=\"sales\" data-tone=\"red\" style=\"--fml-launch-start:2; --fml-launch-duration:5;\"\u003e\u003cdiv class=\"fml-launch-lane-info\"\u003e\n\u003cstrong class=\"fml-launch-lane-title\"\u003eOutreach \/ pipeline\u003c\/strong\u003e\u003cdiv class=\"fml-launch-lane-meta\"\u003e\n\u003cspan\u003eWeek 2-6\u003c\/span\u003e\u003cspan\u003e4 tasks\u003c\/span\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"fml-launch-track\" aria-hidden=\"true\"\u003e\u003cspan class=\"fml-launch-bar\"\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv class=\"fml-launch-details\"\u003e\n\u003cbutton class=\"fml-launch-toggle\" type=\"button\" data-launch-toggle\u003eShow tasks\u003c\/button\u003e\u003cul class=\"fml-launch-task-list\"\u003e\n\u003cli data-task-start=\"2\" data-task-duration=\"1\" data-task-priority=\"High\" data-task-output=\"lead list\"\u003e\u003cstrong\u003eTarget list\u003c\/strong\u003e\u003c\/li\u003e\n\u003cli data-task-start=\"2\" data-task-duration=\"1\" data-task-priority=\"High\" data-task-output=\"outreach draft\"\u003e\u003cstrong\u003eOutbound copy\u003c\/strong\u003e\u003c\/li\u003e\n\u003cli data-task-start=\"3\" data-task-duration=\"2\" data-task-priority=\"High\" data-task-output=\"lead pipeline\"\u003e\u003cstrong\u003eLaunch campaign\u003c\/strong\u003e\u003c\/li\u003e\n\u003cli data-task-start=\"4\" data-task-duration=\"2\" data-task-priority=\"Medium\" data-task-output=\"follow-up cadence\"\u003e\u003cstrong\u003eFollow-up cadence\u003c\/strong\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\u003c\/section\u003e\u003csection class=\"fml-launch-lane\" data-lane-key=\"delivery\" data-tone=\"gray\" style=\"--fml-launch-start:4; --fml-launch-duration:4;\"\u003e\u003cdiv class=\"fml-launch-lane-info\"\u003e\n\u003cstrong class=\"fml-launch-lane-title\"\u003eOnboarding \/ delivery\u003c\/strong\u003e\u003cdiv class=\"fml-launch-lane-meta\"\u003e\n\u003cspan\u003eWeek 4-7\u003c\/span\u003e\u003cspan\u003e5 tasks\u003c\/span\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"fml-launch-track\" aria-hidden=\"true\"\u003e\u003cspan class=\"fml-launch-bar\"\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv class=\"fml-launch-details\"\u003e\n\u003cbutton class=\"fml-launch-toggle\" type=\"button\" data-launch-toggle\u003eShow tasks\u003c\/button\u003e\u003cul class=\"fml-launch-task-list\"\u003e\n\u003cli data-task-start=\"4\" data-task-duration=\"1\" data-task-priority=\"High\" data-task-output=\"client form\"\u003e\u003cstrong\u003eOnboarding form\u003c\/strong\u003e\u003c\/li\u003e\n\u003cli data-task-start=\"4\" data-task-duration=\"1\" data-task-priority=\"High\" data-task-output=\"kickoff pack\"\u003e\u003cstrong\u003eKickoff template\u003c\/strong\u003e\u003c\/li\u003e\n\u003cli data-task-start=\"5\" data-task-duration=\"1\" data-task-priority=\"High\" data-task-output=\"access checklist\"\u003e\u003cstrong\u003eAccess checklist\u003c\/strong\u003e\u003c\/li\u003e\n\u003cli data-task-start=\"5\" data-task-duration=\"2\" data-task-priority=\"High\" data-task-output=\"first work batch\"\u003e\u003cstrong\u003eFirst delivery\u003c\/strong\u003e\u003c\/li\u003e\n\u003cli data-task-start=\"7\" data-task-duration=\"1\" data-task-priority=\"Medium\" data-task-output=\"client review\"\u003e\u003cstrong\u003eFeedback loop\u003c\/strong\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\u003c\/section\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cfooter class=\"fml-launch-note\"\u003e\u003cspan class=\"fml-launch-note-icon\" aria-hidden=\"true\"\u003e!\u003c\/span\u003e\u003cp\u003e\u003cstrong\u003ePlanning note:\u003c\/strong\u003e Timing assumes fast contracts, clean confidentiality steps, tool access, and steady lead flow; delays in any of those push first revenue.\u003c\/p\u003e\u003c\/footer\u003e\n\u003c\/div\u003e\u003c\/section\u003e\u003cbr\u003e\u003cdiv class=\"container_new_design_blog\"\u003e\n\n\u003cdiv class=\"text-section_blog text-2_new_design_blog\"\u003e\n\n\u003cdiv class=\"line_top_blog\"\u003e\u003cbr\u003e\u003c\/div\u003e\n\n\u003ch3\u003e\u003cspan style=\"color: #126CFF;\"\u003eWhy should launch timing follow the Executive Assistant model?\u003c\/span\u003e\u003c\/h3\u003e\n\n\u003cp\u003eThe screenshot shows \u003cstrong\u003erevenue\u003c\/strong\u003e, \u003cstrong\u003ecosts\u003c\/strong\u003e, \u003cstrong\u003ecash needs\u003c\/strong\u003e, \u003cstrong\u003eassumptions\u003c\/strong\u003e, and \u003cstrong\u003ebreak-even logic\u003c\/strong\u003e—open the \u003ca href=\"\/products\/executive-assistant-financial-model\"\u003eExecutive Assistant Financial Model Template\u003c\/a\u003e.\u003c\/p\u003e\n\n\u003ch4\u003eModel snapshot\u003c\/h4\u003e\n\u003cul class=\"lst_crct_blog\"\u003e\n\u003cli\u003eRetainers and billable hours\u003c\/li\u003e\n\u003cli\u003eCustomer mix and CAC\u003c\/li\u003e\n\u003cli\u003eFixed costs and contractors\u003c\/li\u003e\n\u003cli\u003e$240k marketing budget\u003c\/li\u003e\n\u003cli\u003e$1,495 to $12,500\u003c\/li\u003e\n\u003cli\u003eCOGS at 39%\u003c\/li\u003e\n\u003cli\u003eRamp, revenue, staffing\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003c\/div\u003e\n\n\u003cdiv class=\"image-section_blog image-2_new_design_blog\"\u003e\n\n\u003cdiv class=\"preview-card\" data-preview-src=\"\/cdn\/shop\/files\/executive-assistant-financial-model-dashboard-financialmodelslab_95e3ab8d-3403-428b-b4df-e90cad260c77.webp\"\u003e\n\u003cimg class=\"preview-img\" width=\"100%\" height=\"auto\" src=\"\/cdn\/shop\/files\/executive-assistant-financial-model-dashboard-financialmodelslab_95e3ab8d-3403-428b-b4df-e90cad260c77.webp?width=500\" alt=\"Executive Assistant Financial Model dashboard summarizes key KPIs, runway and cash position with a dynamic dashboard showing hiring, cost and revenue performance—investor-ready view to avoid cash-flow blind spots.\"\u003e\n\u003cdiv class=\"preview-overlay\"\u003e\n\u003cbutton class=\"preview-btn\" type=\"button\" style=\"align-items: center; vertical-align: middle; display: inline-flex; justify-content: center; gap: 6px; line-height: 1;\"\u003e\nPREVIEW \u003csvg fill=\"#fff\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" aria-hidden=\"true\" focusable=\"false\" role=\"presentation\" viewbox=\"0 0 448 512\" width=\"14\"\u003e\u003cpath d=\"M416 176V86.63L246.6 256L416 425.4V336c0-8.844 7.156-16 16-16s16 7.156 16 16v128c0 8.844-7.156 16-16 16h-128c-8.844 0-16-7.156-16-16s7.156-16 16-16h89.38L224 278.6L54.63 448H144C152.8 448 160 455.2 160 464S152.8 480 144 480h-128C7.156 480 0 472.8 0 464v-128C0 327.2 7.156 320 16 320S32 327.2 32 336v89.38L201.4 256L32 86.63V176C32 184.8 24.84 192 16 192S0 184.8 0 176v-128C0 39.16 7.156 32 16 32h128C152.8 32 160 39.16 160 48S152.8 64 144 64H54.63L224 233.4L393.4 64H304C295.2 64 288 56.84 288 48S295.2 32 304 32h128C440.8 32 448 39.16 448 48v128C448 184.8 440.8 192 432 192S416 184.8 416 176z\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\n\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\n\u003c\/div\u003e\n\u003c\/div\u003e\n\n\u003ch2\u003e\u003cspan style=\"color: #126CFF;\"\u003eWhat do I need to start an executive assistant business?\u003c\/span\u003e\u003c\/h2\u003e\u003cbr\u003e\n\u003cp\u003eYou need a niche, defined services, legal setup, client paperwork, work systems, and a tested pricing model to start an \u003cstrong\u003eExecutive Assistant\u003c\/strong\u003e business; the operating metric to watch is covered here: \u003ca href=\"\/blogs\/kpi-metrics\/executive-assistant\"\u003eWhat Is The Most Critical Measure Of Success For Your Executive Assistant Business?\u003c\/a\u003e. Here’s the quick math: at \u003cstrong\u003e$1,495 to $4,995\u003c\/strong\u003e per monthly retainer and \u003cstrong\u003e25 billable hours\u003c\/strong\u003e per client, your implied rate is \u003cstrong\u003e$59.80 to $199.80 per hour\u003c\/strong\u003e, before labor, tools, insurance, and overhead.\u003c\/p\u003e\n\u003cdiv class=\"container_2_clmn_row\"\u003e\n\u003cdiv class=\"card_smpl blue_card\"\u003e\n\u003cdiv class=\"card_smpl_header\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/fml_20_fml-Orange-blog-colons-icon.svg\" alt=\"Icon\" class=\"icon_how_to_use\"\u003e\u003ch3\u003eStart-up checklist\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cul class=\"lst_crct_blog\"\u003e\n\u003cli\u003eRegister the business by state rules\u003c\/li\u003e\n\u003cli\u003eDefine services and client tiers\u003c\/li\u003e\n\u003cli\u003eUse contracts and confidentiality agreements\u003c\/li\u003e\n\u003cli\u003eReview insurance and licensing needs\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"card_smpl\"\u003e\n\u003cdiv class=\"card_smpl_header\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/fml_20_fml-Orange-blog-intro-icon.svg\" alt=\"Icon\" class=\"icon_how_to_use\"\u003e\u003ch3\u003eOperating setup\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cul class=\"lst_crct_blog\"\u003e\n\u003cli\u003eBuild onboarding and outreach lists\u003c\/li\u003e\n\u003cli\u003eSet scheduling and email delegation workflows\u003c\/li\u003e\n\u003cli\u003eTrack tasks, documents, and passwords\u003c\/li\u003e\n\u003cli\u003eTest \u003cstrong\u003e$1,200 CAC\u003c\/strong\u003e payback by retainer\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\u003cbr\u003e\u003ch2\u003e\u003cspan style=\"color: #126CFF;\"\u003eHow do I get executive assistant clients?\u003c\/span\u003e\u003c\/h2\u003e\u003cbr\u003e\n\u003cp\u003eGet your first Executive Assistant clients by targeting founders, owners, consultants, fractional operators, and executives who already feel \u003cstrong\u003ecalendar\u003c\/strong\u003e, \u003cstrong\u003einbox\u003c\/strong\u003e, travel, and follow-up pain. Use referrals, professional networking profiles, founder groups, local business groups, and consultant partnerships, then lead with a clear \u003cstrong\u003eretainer\u003c\/strong\u003e, \u003cstrong\u003epilot package\u003c\/strong\u003e, or \u003cstrong\u003epaid onboarding\u003c\/strong\u003e offer; see \u003ca href=\"\/blogs\/startup-costs\/executive-assistant\"\u003eHow Much Does It Cost To Open, Start, Launch Your Executive Assistant Business?\u003c\/a\u003e for launch cost context. On the discovery call, quantify \u003cstrong\u003ehours saved\u003c\/strong\u003e, inbox rules, calendar pain, decision speed, and confidentiality needs, and count revenue only when the agreement is signed and payment is collected, not on a verbal yes.\u003c\/p\u003e\n\u003cdiv class=\"container_2_clmn_row\"\u003e\n\u003cdiv class=\"card_smpl blue_card\"\u003e\n\u003cdiv class=\"card_smpl_header\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/fml_20_fml-Orange-blog-colons-icon.svg\" alt=\"Icon\" class=\"icon_how_to_use\"\u003e\u003ch3\u003eWho to target first\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cul class=\"lst_crct_blog\"\u003e\n\u003cli\u003eFounders with packed calendars\u003c\/li\u003e\n\u003cli\u003eOwners buried in inboxes\u003c\/li\u003e\n\u003cli\u003eConsultants needing follow-up help\u003c\/li\u003e\n\u003cli\u003eFractional operators and executives\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"card_smpl\"\u003e\n\u003cdiv class=\"card_smpl_header\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/fml_20_fml-Orange-blog-intro-icon.svg\" alt=\"Icon\" class=\"icon_how_to_use\"\u003e\u003ch3\u003eHow to close the first deal\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cul class=\"lst_crct_blog\"\u003e\n\u003cli\u003eLead with a retainer\u003c\/li\u003e\n\u003cli\u003eOffer a paid pilot package\u003c\/li\u003e\n\u003cli\u003eUse paid onboarding to start\u003c\/li\u003e\n\u003cli\u003ePlan for \u003cstrong\u003e$1,200 CAC\u003c\/strong\u003e and \u003cstrong\u003e$240,000\u003c\/strong\u003e Year 1 marketing budget, or about \u003cstrong\u003e200 clients\u003c\/strong\u003e at that CAC\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\u003cbr\u003e\u003ch2\u003e\u003cspan style=\"color: #126CFF;\"\u003eWhat mistakes create executive assistant business launch risks?\u003c\/span\u003e\u003c\/h2\u003e\u003cbr\u003e\n\u003cp\u003eThe biggest launch risks for an \u003cstrong\u003eExecutive Assistant\u003c\/strong\u003e business are broad positioning, vague scope, and weak trust controls. Executives judge trust before tasks, so if you don’t narrow the niche, set response windows, and spell out access rules, churn can start in week 1. Here’s the quick math: model capacity at \u003cstrong\u003e25 billable hours\u003c\/strong\u003e per active customer per month, and make sure retainers can cover Year 1 contractor pay at \u003cstrong\u003e18%\u003c\/strong\u003e of revenue plus customer success at \u003cstrong\u003e8%\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cdiv class=\"container_2_clmn_row\"\u003e\n\u003cdiv class=\"card_smpl\"\u003e\n\u003cdiv class=\"card_smpl_header\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/fml_20_fml-Orange-blog-intro-icon.svg\" alt=\"Icon\" class=\"icon_how_to_use\"\u003e\u003ch3\u003eNail the offer\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cul class=\"lst_crct_blog\"\u003e\n\u003cli\u003ePick one narrow executive niche.\u003c\/li\u003e\n\u003cli\u003eDefine included services in writing.\u003c\/li\u003e\n\u003cli\u003eSet calendar and inbox rules.\u003c\/li\u003e\n\u003cli\u003eUse written client contracts.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"card_smpl blue_card\"\u003e\n\u003cdiv class=\"card_smpl_header\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/fml_20_fml-Orange-blog-colons-icon.svg\" alt=\"Icon\" class=\"icon_how_to_use\"\u003e\u003ch3\u003eProtect launch economics\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cul class=\"lst_crct_blog\"\u003e\n\u003cli\u003eCreate an access checklist first.\u003c\/li\u003e\n\u003cli\u003eBuild a simple outreach pipeline.\u003c\/li\u003e\n\u003cli\u003eModel capacity before pricing.\u003c\/li\u003e\n\u003cli\u003eTrack first-week success metrics.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\u003cbr\u003e\u003cbr\u003e\u003cbr\u003e\u003ch2\u003e\u003cspan style=\"color: #126CFF;\"\u003eConfirm what must be ready before accepting executive clients\n\u003c\/span\u003e\u003c\/h2\u003e\n\u003csection class=\"fml-launch-readiness\" aria-label=\"Launch readiness checklist for Executive Assistant.\" data-export-filename=\"Executive Assistant launch readiness checklist.xlsx\" data-source-title=\"Executive Assistant Launch Readiness Checklist\" data-site-name=\"Financial Models Lab\" data-site-url=\"https:\/\/financialmodelslab.com\/\" data-note-label=\"Planning note\" data-note-text=\"Readiness depends on local rules, staffing, and whether signed scope and access rules are already in place.\"\u003e\u003cdiv class=\"fml-launch-readiness-card\"\u003e\n\u003cheader class=\"fml-launch-readiness-header\"\u003e\u003cdiv\u003e\n\u003cp class=\"fml-launch-readiness-eyebrow\"\u003eLaunch readiness checklist\u003c\/p\u003e\n\u003cp class=\"fml-launch-readiness-description\"\u003eUse this go-live approval checklist before opening to confirm the business is ready to sell, deliver, and bill.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"fml-launch-readiness-export\" type=\"button\" data-readiness-export\u003eEXPORT XLSX\u003c\/button\u003e\u003c\/header\u003e\u003cdiv class=\"fml-launch-readiness-grid\"\u003e\n\u003carticle class=\"fml-launch-readiness-section is-primary\" data-readiness-key=\"business-setup\"\u003e\u003cdiv class=\"fml-launch-readiness-section-head\"\u003e\n\u003cspan class=\"fml-launch-readiness-section-icon\" aria-hidden=\"true\"\u003e1\u003c\/span\u003e\u003cstrong class=\"fml-launch-readiness-section-title\"\u003eBusiness setup\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cul class=\"fml-launch-readiness-list\"\u003e\n\u003cli class=\"fml-launch-readiness-item\" data-readiness-priority=\"Critical\" data-readiness-required=\"Yes\" data-readiness-owner=\"Founder\" data-readiness-status=\"Not started\" data-readiness-evidence=\"Formation filing\"\u003e\u003cdiv class=\"fml-launch-readiness-item-body\"\u003e\n\u003cdiv class=\"fml-launch-readiness-item-top\"\u003e\n\u003cstrong class=\"fml-launch-readiness-item-title\"\u003eEntity registration filed\u003c\/strong\u003e\u003cspan class=\"fml-launch-readiness-tag is-critical\"\u003eCritical\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cp class=\"fml-launch-readiness-item-detail\"\u003eYou need the legal entity live before contracts, banking, and client work start.\u003c\/p\u003e\n\u003c\/div\u003e\u003c\/li\u003e\n\u003cli class=\"fml-launch-readiness-item\" data-readiness-priority=\"Critical\" data-readiness-required=\"Yes\" data-readiness-owner=\"Founder\" data-readiness-status=\"Not started\" data-readiness-evidence=\"NDA template\"\u003e\u003cdiv class=\"fml-launch-readiness-item-body\"\u003e\n\u003cdiv class=\"fml-launch-readiness-item-top\"\u003e\n\u003cstrong class=\"fml-launch-readiness-item-title\"\u003eConfidentiality process approved\u003c\/strong\u003e\u003cspan class=\"fml-launch-readiness-tag is-critical\"\u003eCritical\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cp class=\"fml-launch-readiness-item-detail\"\u003eA confidentiality process protects executive data and access to private materials.\u003c\/p\u003e\n\u003c\/div\u003e\u003c\/li\u003e\n\u003cli class=\"fml-launch-readiness-item\" data-readiness-priority=\"High\" data-readiness-required=\"Yes\" data-readiness-owner=\"Ops\" data-readiness-status=\"Not started\" data-readiness-evidence=\"Coverage memo\"\u003e\u003cdiv class=\"fml-launch-readiness-item-body\"\u003e\n\u003cdiv class=\"fml-launch-readiness-item-top\"\u003e\n\u003cstrong class=\"fml-launch-readiness-item-title\"\u003eInsurance review completed\u003c\/strong\u003e\u003cspan class=\"fml-launch-readiness-tag is-high\"\u003eHigh\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cp class=\"fml-launch-readiness-item-detail\"\u003eInsurance should be bound before any client support or remote access begins.\u003c\/p\u003e\n\u003c\/div\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\u003c\/article\u003e\u003carticle class=\"fml-launch-readiness-section is-blue\" data-readiness-key=\"offer-pricing\"\u003e\u003cdiv class=\"fml-launch-readiness-section-head\"\u003e\n\u003cspan class=\"fml-launch-readiness-section-icon\" aria-hidden=\"true\"\u003e2\u003c\/span\u003e\u003cstrong class=\"fml-launch-readiness-section-title\"\u003eOffer and pricing\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cul class=\"fml-launch-readiness-list\"\u003e\n\u003cli class=\"fml-launch-readiness-item\" data-readiness-priority=\"Critical\" data-readiness-required=\"Yes\" data-readiness-owner=\"Founder\" data-readiness-status=\"Not started\" data-readiness-evidence=\"Package sheet\"\u003e\u003cdiv class=\"fml-launch-readiness-item-body\"\u003e\n\u003cdiv class=\"fml-launch-readiness-item-top\"\u003e\n\u003cstrong class=\"fml-launch-readiness-item-title\"\u003eService packages defined\u003c\/strong\u003e\u003cspan class=\"fml-launch-readiness-tag is-critical\"\u003eCritical\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cp class=\"fml-launch-readiness-item-detail\"\u003eClear packages stop scope creep and make sales easier.\u003c\/p\u003e\n\u003c\/div\u003e\u003c\/li\u003e\n\u003cli class=\"fml-launch-readiness-item\" data-readiness-priority=\"High\" data-readiness-required=\"Yes\" data-readiness-owner=\"Founder\" data-readiness-status=\"Not started\" data-readiness-evidence=\"Retainer policy\"\u003e\u003cdiv class=\"fml-launch-readiness-item-body\"\u003e\n\u003cdiv class=\"fml-launch-readiness-item-top\"\u003e\n\u003cstrong class=\"fml-launch-readiness-item-title\"\u003eRetainer limits set\u003c\/strong\u003e\u003cspan class=\"fml-launch-readiness-tag is-high\"\u003eHigh\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cp class=\"fml-launch-readiness-item-detail\"\u003eRetainer caps protect margin when client requests spike.\u003c\/p\u003e\n\u003c\/div\u003e\u003c\/li\u003e\n\u003cli class=\"fml-launch-readiness-item\" data-readiness-priority=\"Critical\" data-readiness-required=\"Yes\" data-readiness-owner=\"Finance\" data-readiness-status=\"Not started\" data-readiness-evidence=\"Pricing grid\"\u003e\u003cdiv class=\"fml-launch-readiness-item-body\"\u003e\n\u003cdiv class=\"fml-launch-readiness-item-top\"\u003e\n\u003cstrong class=\"fml-launch-readiness-item-title\"\u003ePricing approved\u003c\/strong\u003e\u003cspan class=\"fml-launch-readiness-tag is-critical\"\u003eCritical\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cp class=\"fml-launch-readiness-item-detail\"\u003ePricing should cover Year 1 CAC of $1,200 and delivery costs.\u003c\/p\u003e\n\u003c\/div\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\u003c\/article\u003e\u003carticle class=\"fml-launch-readiness-section is-green\" data-readiness-key=\"delivery-systems\"\u003e\u003cdiv class=\"fml-launch-readiness-section-head\"\u003e\n\u003cspan class=\"fml-launch-readiness-section-icon\" aria-hidden=\"true\"\u003e3\u003c\/span\u003e\u003cstrong class=\"fml-launch-readiness-section-title\"\u003eDelivery systems\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cul class=\"fml-launch-readiness-list\"\u003e\n\u003cli class=\"fml-launch-readiness-item\" data-readiness-priority=\"High\" data-readiness-required=\"Yes\" data-readiness-owner=\"Ops\" data-readiness-status=\"Not started\" data-readiness-evidence=\"Test log\"\u003e\u003cdiv class=\"fml-launch-readiness-item-body\"\u003e\n\u003cdiv class=\"fml-launch-readiness-item-top\"\u003e\n\u003cstrong class=\"fml-launch-readiness-item-title\"\u003eScheduling workflow tested\u003c\/strong\u003e\u003cspan class=\"fml-launch-readiness-tag is-high\"\u003eHigh\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cp class=\"fml-launch-readiness-item-detail\"\u003eScheduling must work so executives get fast calendar coverage.\u003c\/p\u003e\n\u003c\/div\u003e\u003c\/li\u003e\n\u003cli class=\"fml-launch-readiness-item\" data-readiness-priority=\"High\" data-readiness-required=\"Yes\" data-readiness-owner=\"Ops\" data-readiness-status=\"Not started\" data-readiness-evidence=\"Email map\"\u003e\u003cdiv class=\"fml-launch-readiness-item-body\"\u003e\n\u003cdiv class=\"fml-launch-readiness-item-top\"\u003e\n\u003cstrong class=\"fml-launch-readiness-item-title\"\u003eEmail routing configured\u003c\/strong\u003e\u003cspan class=\"fml-launch-readiness-tag is-high\"\u003eHigh\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cp class=\"fml-launch-readiness-item-detail\"\u003eEmail rules prevent missed messages and slow handoffs.\u003c\/p\u003e\n\u003c\/div\u003e\u003c\/li\u003e\n\u003cli class=\"fml-launch-readiness-item\" data-readiness-priority=\"High\" data-readiness-required=\"Yes\" data-readiness-owner=\"Ops\" data-readiness-status=\"Not started\" data-readiness-evidence=\"Folder map\"\u003e\u003cdiv class=\"fml-launch-readiness-item-body\"\u003e\n\u003cdiv class=\"fml-launch-readiness-item-top\"\u003e\n\u003cstrong class=\"fml-launch-readiness-item-title\"\u003eSecure storage mapped\u003c\/strong\u003e\u003cspan class=\"fml-launch-readiness-tag is-high\"\u003eHigh\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cp class=\"fml-launch-readiness-item-detail\"\u003eSecure storage and password steps protect client records.\u003c\/p\u003e\n\u003c\/div\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\u003c\/article\u003e\u003carticle class=\"fml-launch-readiness-section is-yellow\" data-readiness-key=\"staffing-training\"\u003e\u003cdiv class=\"fml-launch-readiness-section-head\"\u003e\n\u003cspan class=\"fml-launch-readiness-section-icon\" aria-hidden=\"true\"\u003e4\u003c\/span\u003e\u003cstrong class=\"fml-launch-readiness-section-title\"\u003eStaffing and training\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cul class=\"fml-launch-readiness-list\"\u003e\n\u003cli class=\"fml-launch-readiness-item\" data-readiness-priority=\"High\" data-readiness-required=\"Yes\" data-readiness-owner=\"Founder\" data-readiness-status=\"Not started\" data-readiness-evidence=\"Role chart\"\u003e\u003cdiv class=\"fml-launch-readiness-item-body\"\u003e\n\u003cdiv class=\"fml-launch-readiness-item-top\"\u003e\n\u003cstrong class=\"fml-launch-readiness-item-title\"\u003eRole ownership assigned\u003c\/strong\u003e\u003cspan class=\"fml-launch-readiness-tag is-high\"\u003eHigh\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cp class=\"fml-launch-readiness-item-detail\"\u003eEach role needs one owner before launch work starts.\u003c\/p\u003e\n\u003c\/div\u003e\u003c\/li\u003e\n\u003cli class=\"fml-launch-readiness-item\" data-readiness-priority=\"High\" data-readiness-required=\"Yes\" data-readiness-owner=\"Ops\" data-readiness-status=\"Not started\" data-readiness-evidence=\"Training signoff\"\u003e\u003cdiv class=\"fml-launch-readiness-item-body\"\u003e\n\u003cdiv class=\"fml-launch-readiness-item-top\"\u003e\n\u003cstrong class=\"fml-launch-readiness-item-title\"\u003eTraining runbook signed\u003c\/strong\u003e\u003cspan class=\"fml-launch-readiness-tag is-high\"\u003eHigh\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cp class=\"fml-launch-readiness-item-detail\"\u003eTraining should cover intake, workflow, and service standards.\u003c\/p\u003e\n\u003c\/div\u003e\u003c\/li\u003e\n\u003cli class=\"fml-launch-readiness-item\" data-readiness-priority=\"Medium\" data-readiness-required=\"Yes\" data-readiness-owner=\"Ops\" data-readiness-status=\"Not started\" data-readiness-evidence=\"Escalation guide\"\u003e\u003cdiv class=\"fml-launch-readiness-item-body\"\u003e\n\u003cdiv class=\"fml-launch-readiness-item-top\"\u003e\n\u003cstrong class=\"fml-launch-readiness-item-title\"\u003eEscalation rules set\u003c\/strong\u003e\u003cspan class=\"fml-launch-readiness-tag is-medium\"\u003eMedium\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cp class=\"fml-launch-readiness-item-detail\"\u003eEscalation rules keep client issues from stalling delivery.\u003c\/p\u003e\n\u003c\/div\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\u003c\/article\u003e\u003carticle class=\"fml-launch-readiness-section is-purple\" data-readiness-key=\"sales-onboarding\"\u003e\u003cdiv class=\"fml-launch-readiness-section-head\"\u003e\n\u003cspan class=\"fml-launch-readiness-section-icon\" aria-hidden=\"true\"\u003e5\u003c\/span\u003e\u003cstrong class=\"fml-launch-readiness-section-title\"\u003eSales and onboarding\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cul class=\"fml-launch-readiness-list\"\u003e\n\u003cli class=\"fml-launch-readiness-item\" data-readiness-priority=\"High\" data-readiness-required=\"Yes\" data-readiness-owner=\"Sales\" data-readiness-status=\"Not started\" data-readiness-evidence=\"Target list\"\u003e\u003cdiv class=\"fml-launch-readiness-item-body\"\u003e\n\u003cdiv class=\"fml-launch-readiness-item-top\"\u003e\n\u003cstrong class=\"fml-launch-readiness-item-title\"\u003eOutreach list ready\u003c\/strong\u003e\u003cspan class=\"fml-launch-readiness-tag is-high\"\u003eHigh\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cp class=\"fml-launch-readiness-item-detail\"\u003eOutreach list must be ready for first deals.\u003c\/p\u003e\n\u003c\/div\u003e\u003c\/li\u003e\n\u003cli class=\"fml-launch-readiness-item\" data-readiness-priority=\"Critical\" data-readiness-required=\"Yes\" data-readiness-owner=\"Founder\" data-readiness-status=\"Not started\" data-readiness-evidence=\"Signed template\"\u003e\u003cdiv class=\"fml-launch-readiness-item-body\"\u003e\n\u003cdiv class=\"fml-launch-readiness-item-top\"\u003e\n\u003cstrong class=\"fml-launch-readiness-item-title\"\u003eContract template signed\u003c\/strong\u003e\u003cspan class=\"fml-launch-readiness-tag is-critical\"\u003eCritical\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cp class=\"fml-launch-readiness-item-detail\"\u003eA signed contract locks scope, access, and retainer limits.\u003c\/p\u003e\n\u003c\/div\u003e\u003c\/li\u003e\n\u003cli class=\"fml-launch-readiness-item\" data-readiness-priority=\"Critical\" data-readiness-required=\"Yes\" data-readiness-owner=\"Client Success\" data-readiness-status=\"Not started\" data-readiness-evidence=\"Onboarding checklist\"\u003e\u003cdiv class=\"fml-launch-readiness-item-body\"\u003e\n\u003cdiv class=\"fml-launch-readiness-item-top\"\u003e\n\u003cstrong class=\"fml-launch-readiness-item-title\"\u003eOnboarding checklist approved\u003c\/strong\u003e\u003cspan class=\"fml-launch-readiness-tag is-critical\"\u003eCritical\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cp class=\"fml-launch-readiness-item-detail\"\u003eOnboarding checklist cuts setup misses in the first month.\u003c\/p\u003e\n\u003c\/div\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\u003c\/article\u003e\u003carticle class=\"fml-launch-readiness-section is-gray\" data-readiness-key=\"finance-go-live\"\u003e\u003cdiv class=\"fml-launch-readiness-section-head\"\u003e\n\u003cspan class=\"fml-launch-readiness-section-icon\" aria-hidden=\"true\"\u003e6\u003c\/span\u003e\u003cstrong class=\"fml-launch-readiness-section-title\"\u003eFinance and go-live\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cul class=\"fml-launch-readiness-list\"\u003e\n\u003cli class=\"fml-launch-readiness-item\" data-readiness-priority=\"Critical\" data-readiness-required=\"Yes\" data-readiness-owner=\"Finance\" data-readiness-status=\"Not started\" data-readiness-evidence=\"Bank setup\"\u003e\u003cdiv class=\"fml-launch-readiness-item-body\"\u003e\n\u003cdiv class=\"fml-launch-readiness-item-top\"\u003e\n\u003cstrong class=\"fml-launch-readiness-item-title\"\u003eBank and payment ready\u003c\/strong\u003e\u003cspan class=\"fml-launch-readiness-tag is-critical\"\u003eCritical\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cp class=\"fml-launch-readiness-item-detail\"\u003eBanking and payment setup should be live before billing.\u003c\/p\u003e\n\u003c\/div\u003e\u003c\/li\u003e\n\u003cli class=\"fml-launch-readiness-item\" data-readiness-priority=\"Critical\" data-readiness-required=\"Yes\" data-readiness-owner=\"Finance\" data-readiness-status=\"Not started\" data-readi ness-evidence=\"Cash forecast\"\u003e\u003cdiv class=\"fml-launch-readiness-item-body\"\u003e\n\u003cdiv class=\"fml-launch-readiness-item-top\"\u003e\n\u003cstrong class=\"fml-launch-readiness-item-title\"\u003eCash forecast covered\u003c\/strong\u003e\u003cspan class=\"fml-launch-readiness-tag is-critical\"\u003eCritical\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cp class=\"fml-launch-readiness-item-detail\"\u003eCash forecast should cover $38,700 fixed costs before wages.\u003c\/p\u003e\n\u003c\/div\u003e\u003c\/li\u003e\n\u003cli class=\"fml-launch-readiness-item\" data-readiness-priority=\"Critical\" data-readiness-required=\"Yes\" data-readiness-owner=\"Founder\" data-readiness-status=\"Not started\" data-readiness-evidence=\"Approval memo\"\u003e\u003cdiv class=\"fml-launch-readiness-item-body\"\u003e\n\u003cdiv class=\"fml-launch-readiness-item-top\"\u003e\n\u003cstrong class=\"fml-launch-readiness-item-title\"\u003eGo-live signoff complete\u003c\/strong\u003e\u003cspan class=\"fml-launch-readiness-tag is-critical\"\u003eCritical\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cp class=\"fml-launch-readiness-item-detail\"\u003eGo-live signoff confirms scope, access, workflow, and sales blockers are cleared.\u003c\/p\u003e\n\u003c\/div\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\u003c\/article\u003e\n\u003c\/div\u003e\n\u003cfooter class=\"fml-launch-readiness-note\"\u003e\u003cspan class=\"fml-launch-readiness-note-icon\" aria-hidden=\"true\"\u003e!\u003c\/span\u003e\u003cp\u003e\u003cstrong\u003ePlanning note:\u003c\/strong\u003e Readiness depends on local rules, staffing, and whether signed scope and access rules are already in place.\u003c\/p\u003e\u003c\/footer\u003e\n\u003c\/div\u003e\u003c\/section\u003e\n\n\u003ch2\u003e\u003cspan style=\"color: #126CFF;\"\u003eWant to see the six launch drivers?\n\u003c\/span\u003e\u003c\/h2\u003e\n\u003csection class=\"fml-main-launch-drivers\" aria-label=\"Six launch drivers for executive assistant launch readiness.\"\u003e\u003cdiv class=\"main-launch-driver-grid\"\u003e\n\u003carticle class=\"main-launch-driver-card is-primary\" data-launch-driver-rank=\"1\"\u003e\u003cdiv class=\"main-launch-driver-heading\"\u003e\n\u003cspan class=\"main-launch-driver-rank\"\u003e1\u003c\/span\u003e\u003cstrong class=\"main-launch-driver-name\"\u003eService Positioning\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cstrong class=\"main-launch-driver-value\"\u003e2-6 wk\u003c\/strong\u003e\u003cp class=\"main-launch-driver-description\"\u003eA focused offer speeds discovery calls and stops you from selling generic admin help to everyone.\u003c\/p\u003e\u003c\/article\u003e\u003carticle class=\"main-launch-driver-card\" data-launch-driver-rank=\"2\"\u003e\u003cdiv class=\"main-launch-driver-heading\"\u003e\n\u003cspan class=\"main-launch-driver-rank\"\u003e2\u003c\/span\u003e\u003cstrong class=\"main-launch-driver-name\"\u003eConfidentiality Readiness\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cstrong class=\"main-launch-driver-value\"\u003eTrust gate\u003c\/strong\u003e\u003cp class=\"main-launch-driver-description\"\u003eClear access rules and confidentiality terms help close buyers who must share sensitive company data.\u003c\/p\u003e\u003c\/article\u003e\u003carticle class=\"main-launch-driver-card\" data-launch-driver-rank=\"3\"\u003e\u003cdiv class=\"main-launch-driver-heading\"\u003e\n\u003cspan class=\"main-launch-driver-rank\"\u003e3\u003c\/span\u003e\u003cstrong class=\"main-launch-driver-name\"\u003eOperating Systems\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cstrong class=\"main-launch-driver-value\"\u003eWeek 1\u003c\/strong\u003e\u003cp class=\"main-launch-driver-description\"\u003eReady tools and SOPs cut manual chaos, so client work starts clean and missed tasks drop.\u003c\/p\u003e\u003c\/article\u003e\u003carticle class=\"main-launch-driver-card\" data-launch-driver-rank=\"4\"\u003e\u003cdiv class=\"main-launch-driver-heading\"\u003e\n\u003cspan class=\"main-launch-driver-rank\"\u003e4\u003c\/span\u003e\u003cstrong class=\"main-launch-driver-name\"\u003eClient Pipeline\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cstrong class=\"main-launch-driver-value\"\u003e$1.2K CAC\u003c\/strong\u003e\u003cp class=\"main-launch-driver-description\"\u003eA live outreach and referral pipeline turns launch prep into signed retainers and first revenue.\u003c\/p\u003e\u003c\/article\u003e\u003carticle class=\"main-launch-driver-card\" data-launch-driver-rank=\"5\"\u003e\u003cdiv class=\"main-launch-driver-heading\"\u003e\n\u003cspan class=\"main-launch-driver-rank\"\u003e5\u003c\/span\u003e\u003cstrong class=\"main-launch-driver-name\"\u003eOnboarding Workflow\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cstrong class=\"main-launch-driver-value\"\u003e32% setup\u003c\/strong\u003e\u003cp class=\"main-launch-driver-description\"\u003eA tight first-week intake and access flow gets clients delegating faster and lowers early churn risk.\u003c\/p\u003e\u003c\/article\u003e\u003carticle class=\"main-launch-driver-card\" data-launch-driver-rank=\"6\"\u003e\u003cdiv class=\"main-launch-driver-heading\"\u003e\n\u003cspan class=\"main-launch-driver-rank\"\u003e6\u003c\/span\u003e\u003cstrong class=\"main-launch-driver-name\"\u003eCapacity And Pricing\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cstrong class=\"main-launch-driver-value\"\u003e25 hrs\u003c\/strong\u003e\u003cp class=\"main-launch-driver-description\"\u003ePricing against 25 billable hours keeps scope tight and helps avoid overloading low-margin clients.\u003c\/p\u003e\u003c\/article\u003e\n\u003c\/div\u003e\u003c\/section\u003e\u003cbr\u003e\u003ch3\u003e\u003cspan style=\"color: #126CFF;\"\u003eService Positioning\u003c\/span\u003e\u003c\/h3\u003e\u003cbr\u003e\n\u003cdiv class=\"container_new_design_timeline\"\u003e\n\u003cdiv class=\"left-row1\"\u003e\n\u003ch3\u003eFocused Service Positioning\u003c\/h3\u003e\n\u003cp\u003eIf the offer reads like generic admin help, launch will stall because prospects can’t tell who it is for or what gets done on day one. The service needs a narrow niche, such as founders, senior executives, consultants, or operators, and a clear list of core work: \u003cstrong\u003ecalendar control\u003c\/strong\u003e, \u003cstrong\u003einbox triage\u003c\/strong\u003e, \u003cstrong\u003emeeting prep\u003c\/strong\u003e, \u003cstrong\u003etravel coordination\u003c\/strong\u003e, \u003cstrong\u003efollow-up\u003c\/strong\u003e, and \u003cstrong\u003edocument flow\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp\u003ePrice the work in clean tiers: \u003cstrong\u003eEssential at $1,495\u003c\/strong\u003e, \u003cstrong\u003eGrowth at $2,995\u003c\/strong\u003e, and \u003cstrong\u003eStrategic Partner at $4,995\u003c\/strong\u003e per month. The readiness signal is a \u003cstrong\u003eone-page offer\u003c\/strong\u003e that spells out included services, exclusions, response times, and success metrics. Without that, teams sell everything to everyone, which slows discovery calls and weakens client fit.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"right-row1\"\u003e\n\u003cdiv class=\"tips-box\"\u003e\n\u003ch3\u003eLock the one-page offer first\u003c\/h3\u003e\n\u003cp\u003eBefore outreach, write the scope on one page and use it in every call. The founder should verify the target client, the exact task list, and what is out of scope, then match those choices to the monthly package price. That keeps the sales pitch tight and makes onboarding faster because the team knows what to deliver from day one.\u003c\/p\u003e\n\u003cp\u003eUse this launch checklist:\u003c\/p\u003e\n\u003cul class=\"lst_crct_blog\"\u003e\n\u003cli\u003eDefine the client niche\u003c\/li\u003e\n\u003cli\u003eSet included services\u003c\/li\u003e\n\u003cli\u003eList exclusions clearly\u003c\/li\u003e\n\u003cli\u003eSet response-time rules\u003c\/li\u003e\n\u003cli\u003eDefine success metrics\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eIf the offer stays vague, discovery drags, handoffs get messy, and the first client may expect custom work the team was never set up to deliver.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"timeline\"\u003e\u003c\/div\u003e\n\u003cdiv class=\"step-circle step1\"\u003e1\u003c\/div\u003e\n\u003c\/div\u003e\u003cbr\u003e\u003cbr\u003e\u003ch3\u003e\u003cspan style=\"color: #126CFF;\"\u003eConfidentiality Readiness\u003c\/span\u003e\u003c\/h3\u003e\u003cbr\u003e\n\u003cdiv class=\"container_new_design_timeline\"\u003e\n\u003cdiv class=\"right-row2\"\u003e\n\u003ch3\u003eConfidentiality Readiness\u003c\/h3\u003e\n\u003cp\u003eConfidentiality is the trust gate before an executive shares \u003cstrong\u003einbox access, calendars, company documents, travel details, contacts,\u003c\/strong\u003e and other sensitive data. If the \u003cstrong\u003eclient contract\u003c\/strong\u003e, \u003cstrong\u003econfidentiality terms\u003c\/strong\u003e, \u003cstrong\u003eaccess rules\u003c\/strong\u003e, and \u003cstrong\u003epassword process\u003c\/strong\u003e are not ready at launch, onboarding stalls and day-one work slows down. No trust, no access.\u003c\/p\u003e\n\u003cp\u003eThis also affects revenue timing. The scaled model includes \u003cstrong\u003e$3,200 per month\u003c\/strong\u003e for \u003cstrong\u003einsurance and legal compliance\u003c\/strong\u003e, which belongs in launch readiness, not after the first client signs. When access control looks tight, discovery calls close better because the buyer sees a controlled process, not loose handling.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"left-row2\"\u003e\n\u003cdiv class=\"tips-box\"\u003e\n\u003ch3\u003eBuild the Trust Pack Before Selling\u003c\/h3\u003e\n\u003cp\u003eBefore opening, verify the full trust pack: \u003cstrong\u003eclient contracts\u003c\/strong\u003e, \u003cstrong\u003econfidentiality terms\u003c\/strong\u003e, \u003cstrong\u003edata handling rules\u003c\/strong\u003e, and \u003cstrong\u003eoffboarding steps\u003c\/strong\u003e. Put the rules in plain English and assign one owner for approvals, access changes, and exit cleanup. Clear boundaries keep the launch realistic and reduce delays when the first executive asks for account access.\u003c\/p\u003e\n\u003cul class=\"lst_crct_blog\"\u003e\n\u003cli\u003e\n\u003cstrong\u003eSigned contracts\u003c\/strong\u003e before access starts\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCalendar and inbox rules\u003c\/strong\u003e documented\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePassword handoff\u003c\/strong\u003e process defined\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eData handling\u003c\/strong\u003e and storage rules set\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eOffboarding steps\u003c\/strong\u003e ready for day one\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eIf the buyer does not trust access control, the deal can slip before revenue. The fix is simple: show the process early, confirm what is shared, and test the handoff before the first client start date.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"timeline\"\u003e\u003c\/div\u003e\n\u003cdiv class=\"step-circle step2\"\u003e2\u003c\/div\u003e\n\u003c\/div\u003e\u003cbr\u003e\u003cbr\u003e\u003ch3\u003e\u003cspan style=\"color: #126CFF;\"\u003eOperating Systems\u003c\/span\u003e\u003c\/h3\u003e\u003cbr\u003e\n\u003cdiv class=\"container_new_design_timeline\"\u003e\n\u003cdiv class=\"left-row3\"\u003e\n\u003ch3\u003eSystems Before Client Access\u003c\/h3\u003e\n\u003cp\u003eClient access cannot start until the operating stack is live. For an executive assistant service, that means scheduling, email management, task tracking, document sharing, passwords, communication, time logs, and recurring reporting all have to work on day one. If these tools are late, the team starts with \u003cstrong\u003emanual chaos\u003c\/strong\u003e, missed tasks, and sloppy onboarding.\u003c\/p\u003e\n\u003cp\u003eThe standard operating procedures also need to be set before launch: calendar rules, inbox labels, urgent request handling, travel steps, meeting prep, and weekly recap format. The scaled model assumes \u003cstrong\u003e$8,500 per month\u003c\/strong\u003e in software licenses and SaaS tools, plus platform technology and matching system costs at \u003cstrong\u003e45% of Year 1 revenue\u003c\/strong\u003e, so weak setup hits both service quality and margin fast.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"right-row3\"\u003e\n\u003cdiv class=\"tips-box\"\u003e\n\u003ch3\u003eTest the Stack Early\u003c\/h3\u003e\n\u003cp\u003eBefore opening, verify every client-facing workflow with a mock executive file. Check who owns calendar changes, where urgent emails go, how passwords are stored, how time logs are recorded, and how weekly reporting is sent. One clean test run is better than five fixes after launch.\u003c\/p\u003e\n\u003cul class=\"lst_crct_blog\"\u003e\n\u003cli\u003eLoad a sample calendar and inbox.\u003c\/li\u003e\n\u003cli\u003eRun one travel booking workflow.\u003c\/li\u003e\n\u003cli\u003eTest document sharing permissions.\u003c\/li\u003e\n\u003cli\u003eReview escalation rules for urgent requests.\u003c\/li\u003e\n\u003cli\u003eConfirm task tracking and recap cadence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eAssign one person to keep the SOPs current and one person to approve tool access before any client goes live. If the stack is not stable, onboarding slows, mistakes rise, and the first month turns into cleanup instead of service.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"timeline\"\u003e\u003c\/div\u003e\n\u003cdiv class=\"step-circle step3\"\u003e3\u003c\/div\u003e\n\u003c\/div\u003e\u003cbr\u003e\u003cbr\u003e\u003ch3\u003e\u003cspan style=\"color: #126CFF;\"\u003eClient Acquisition Pipeline\u003c\/span\u003e\u003c\/h3\u003e\u003cbr\u003e\n\u003cdiv class=\"container_new_design_timeline\"\u003e\n\u003cdiv class=\"right-row4\"\u003e\n\u003ch3\u003eClient Acquisition Pipeline\u003c\/h3\u003e\n\u003cp\u003eIf this pipeline is weak, the business can look open on paper but still have no cash coming in. The real launch gate is the first \u003cstrong\u003esigned retainer\u003c\/strong\u003e, \u003cstrong\u003epilot\u003c\/strong\u003e, or \u003cstrong\u003epaid onboarding package\u003c\/strong\u003e. With a \u003cstrong\u003e$240,000\u003c\/strong\u003e Year 1 marketing budget and \u003cstrong\u003e$1,200 CAC\u003c\/strong\u003e, the plan assumes \u003cstrong\u003e200 customers\u003c\/strong\u003e if spend converts at that rate, but timing can slip.\u003c\/p\u003e\n\u003cp\u003eStart marketing before the tools feel finished. Build outreach lists, referral partners, founder and consultant networks, professional content, and local business touchpoints early, because discovery calls must turn pain into a clear retainer scope. No trust pipeline means delayed revenue, idle capacity, and a slower day-one start.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"left-row4\"\u003e\n\u003cdiv class=\"tips-box\"\u003e\n\u003ch3\u003eBuild the trust pipeline before launch\u003c\/h3\u003e\n\u003cp\u003ePlan the pipeline as a launch task, not a later sales project. The founder needs target lists, a short offer, proof of confidentiality, and a call script that maps executive pain to a retainer. If response times, scope, and close steps are not documented, the team can book calls but still miss first revenue.\u003c\/p\u003e\n\u003cul class=\"lst_crct_blog\"\u003e\n\u003cli\u003e\n\u003cstrong\u003eTarget list:\u003c\/strong\u003e founders, executives, consultants.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReferral sources:\u003c\/strong\u003e partners and group leaders.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eOffer:\u003c\/strong\u003e one scope, one price path.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSales goal:\u003c\/strong\u003e convert calls into paid starts.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTrack:\u003c\/strong\u003e source, CAC, close date.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eWatch the sales cycle closely. If discovery calls do not create trust fast enough, cash lands later than planned and staffing sits underused. The launch date should only count once the team can sell, onboard, and support the first client without waiting on tools or referrals.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"timeline\"\u003e\u003c\/div\u003e\n\u003cdiv class=\"step-circle step4\"\u003e4\u003c\/div\u003e\n\u003c\/div\u003e\u003cbr\u003e\u003cbr\u003e\u003ch3\u003e\u003cspan style=\"color: #126CFF;\"\u003eClient Onboarding Workflow\u003c\/span\u003e\u003c\/h3\u003e\u003cbr\u003e\n\u003cdiv class=\"container_new_design_timeline\"\u003e\n\u003cdiv class=\"left-row5\"\u003e\n\u003ch3\u003eClient Onboarding Workflow\u003c\/h3\u003e\n\u003cp\u003eWhen an executive assistant client pays but still doesn’t delegate, the launch stalls. The intake has to lock down \u003cstrong\u003egoals\u003c\/strong\u003e, \u003cstrong\u003ecalendar rules\u003c\/strong\u003e, \u003cstrong\u003einbox rules\u003c\/strong\u003e, key contacts, travel preferences, recurring meetings, decision rights, access needs, and success metrics before work starts, or day one turns into guesswork.\u003c\/p\u003e\n\u003cp\u003eThis matters because onboarding and setup can run at \u003cstrong\u003e32%\u003c\/strong\u003e of Year 1 revenue, while customer success and account management add another \u003cstrong\u003e8%\u003c\/strong\u003e. If the first week is sloppy, time to value slows, early churn risk rises, and the team spends paid hours cleaning up missing access instead of supporting the client.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"right-row5\"\u003e\n\u003cdiv class=\"tips-box\"\u003e\n\u003ch3\u003eSet the first week fast\u003c\/h3\u003e\n\u003cp\u003eBefore launch, document the intake in one form and one handoff. Here’s the quick math: the assistant should not start until the client has shared the core operating rules and access list. That keeps onboarding tight, reduces rework, and makes the first live week feel organized instead of reactive.\u003c\/p\u003e\n\u003cul class=\"lst_crct_blog\"\u003e\n\u003cli\u003eSet \u003cstrong\u003eaccess setup\u003c\/strong\u003e before live work.\u003c\/li\u003e\n\u003cli\u003eConfirm \u003cstrong\u003ecommunication cadence\u003c\/strong\u003e on day one.\u003c\/li\u003e\n\u003cli\u003eRank the \u003cstrong\u003epriority list\u003c\/strong\u003e first.\u003c\/li\u003e\n\u003cli\u003eDefine \u003cstrong\u003eescalation rules\u003c\/strong\u003e in writing.\u003c\/li\u003e\n\u003cli\u003eSend a \u003cstrong\u003eweekly recap\u003c\/strong\u003e every week.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eWhat this estimate hides is the human side: if the executive won’t delegate, the workflow looks complete on paper but fails in practice. That is the launch gate, because the service only creates value once the client starts handing off real decisions, not just paying the first invoice.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"timeline\"\u003e\u003c\/div\u003e\n\u003cdiv class=\"step-circle step5\"\u003e5\u003c\/div\u003e\n\u003c\/div\u003e\u003cbr\u003e\u003cbr\u003e\u003ch3\u003e\u003cspan style=\"color: #126CFF;\"\u003eCapacity And Pricing Model\u003c\/span\u003e\u003c\/h3\u003e\u003cbr\u003e\n\u003cdiv class=\"container_new_design_timeline\"\u003e\n\u003cdiv class=\"right-row6\"\u003e\n\u003ch3\u003eMatch Price to Billable Capacity\u003c\/h3\u003e\n\u003cp\u003ePricing only works if each active client can absorb \u003cstrong\u003e25 billable hours per month\u003c\/strong\u003e. At \u003cstrong\u003e$1,495\u003c\/strong\u003e Essential, that is about \u003cstrong\u003e$60 per modeled hour\u003c\/strong\u003e; Growth at \u003cstrong\u003e$2,995\u003c\/strong\u003e is about \u003cstrong\u003e$120\u003c\/strong\u003e; Strategic Partner at \u003cstrong\u003e$4,995\u003c\/strong\u003e is about \u003cstrong\u003e$200\u003c\/strong\u003e. If the mix skews too hard to low-scope clients, you may open on time but still run out of support fast.\u003c\/p\u003e\n\u003cp\u003eThe launch risk is cash and capacity at the same time. Contractor payments are \u003cstrong\u003e18% of Year 1 revenue\u003c\/strong\u003e, so pricing must leave room for assistant pay, onboarding, and slack when demand spikes. One clean rule: don’t sell a package unless the delivery load is clear and the backup bench is ready.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"left-row6\"\u003e\n\u003cdiv class=\"tips-box\"\u003e\n\u003ch3\u003eSet Capacity Before You Sell\u003c\/h3\u003e\n\u003cp\u003eBefore launch, map each tier to hours, tasks, and who does the work. Verify client count limits, subcontractor timing, and who covers calendar, inbox, travel, and follow-up work when one assistant is full. If you skip this, the first wave of sales can create late responses and messy handoffs.\u003c\/p\u003e\n\u003cp\u003eUse the model to test your opening mix: \u003cstrong\u003e25 billable hours per active client per month\u003c\/strong\u003e, package scope, and monthly contractor cost at \u003cstrong\u003e18%\u003c\/strong\u003e of revenue. Keep the \u003cstrong\u003eTravel Coordination Add-On at $495\u003c\/strong\u003e and \u003cstrong\u003eEnterprise Solutions at $12,500\u003c\/strong\u003e separate from base plans so scope does not get blurred on day one.\u003c\/p\u003e\n\u003cul class=\"lst_crct_blog\"\u003e\n\u003cli\u003eCap low-scope clients early.\u003c\/li\u003e\n\u003cli\u003ePre-book subcontractor coverage.\u003c\/li\u003e\n\u003cli\u003eTrack hours by package.\u003c\/li\u003e\n\u003cli\u003eApprove scope before closing.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"timeline\"\u003e\u003c\/div\u003e\n\u003cdiv class=\"step-circle step6\"\u003e6\u003c\/div\u003e\n\u003c\/div\u003e\u003cbr\u003e\u003cbr\u003e","brand":"FinancialModelsLab","offers":[{"title":"Default Title","offer_id":49303669080307,"sku":"executive-assistant-opening-plan","price":0.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0522\/6191\/2762\/files\/executive-assistant-opening-plan.webp?v=1782682221","url":"https:\/\/financialmodelslab.com\/products\/executive-assistant-opening-plan","provider":"Financial Models Lab","version":"1.0","type":"link"}