Scorecard - EfficientAide

Do you currently have an assistant?*

Yes

Do you manage your own inbox?*

A well-trained assistant should be able to monitor your inbox throughout the day so that they can remove clutter, flag emails that require your attention and provide a concise daily update to you so that nothing slips through the cracks. Then, they should be circling back with you as your accountability partner to confirm you replied to the messages that require your attention.

Yes

No - my assistant fully manages it for me

Sort of - my assistant helps in some areas but my inbox still requires my daily attention

How many hours per week do you spend managing your inbox?*

Is your assistant fully managing your inbox so that you are only going to your inbox IF they tell you that there are items that specifically require your attention? Does your assistant prepare draft replies for you so that you can simply review and send? Do you still find yourself having to unsubscribe or delete junk mail?

How many hours per week do you spend managing your inbox?*

Managing an inbox and clearing clutter can be particularly challenging for business leaders because their time and energy are constantly pulled in different directions. Additionally, the sheer volume of messages can make it difficult to prioritize effectively. This can lead to overwhelm, missed opportunities, and a lack of focus on high-value activities that drive the business forward.

Do you manage your own calendar / scheduling?*

A well-trained assistant should be able to handle all of your schedulling requests so that they can do the back and forth on days, times, location. Then, once the meeting is confirmed - be able to send the calendar invite and ensure there is an agenda. In addition, a well-trained assistant should be able to optimize your calendar so that you aren't overbooked and you have time to work on your goals and higher-level tasks.

Yes

No - my assistant fully manages my calendar and scheduling

Sort of - my assistants helps in some areas

How many hours per week do you spend managing your calendar and scheduling requests?*

A well-trained assistant should be able to fully manage your calendar so if anyone requests your time, they can jump in and coordinate without your involvement. In addition, they should be able to optimize and time block your calendar for travel and blocks of focus so you can get work done.

How many hours per week do you spend managing your calendar and scheduling requests?*

Managing a calendar and scheduling is very time consuming. Going back and forth with folks on what days, times and locations work best is often not the best use of your time. In addition, leaders often get overbooked and don't have their calendar optimized to work on the tasks that truly require their attention.

Which of the following tasks are you still managing vs. your assistant?

Travel booking & coordination

Research and data gathering

Compiling reports

Notetaking from meetings (ensuring that every meeting you attend has notes and follow up actions)

Expense tracking & reporting

Proofreading & copywriting

Social media engagement

Personal support (personal calendar, dinner reservations, personal appointments, etc)

Pipeline management (entering in leads, ensuring they are follwed up on, etc)

Support with client onboarding

Process documentation

If you had an assistant, which of the following tasks would you delegate?

Travel booking & coordination

Research and data gathering

Compiling reports

Notetaking from meetings (ensuring that every meeting you attend has notes and follow up actions)

Expense tracking & reporting

Proofreading & copywriting

Social media engagement

Personal support (personal calendar, dinner reservations, personal appointments, etc)

Pipeline management (entering in leads, ensuring they are follwed up on, etc)

Support with client onboarding

Process documentation

On average, how many hours per week are you spending doing the above tasks?

Does your assistant proactively anticipate your needs?*

Always

Often

Sometimes

Rarely

Never

Which of the following areas could be improved with additional training? (Select all that apply)*

Communication skills

Time management and prioritization

Tech-savviness (tools and software)

Problem-solving and adaptability

Professionalism and etiquette

Delegation and project management

Other

On average, how many hours per week could you save if your current Assistant was more proactive in managing you and highly-trained to proficiently support you?

What do you view as your hourly rate?

Most business leaders will view their hourly rate anywhere from $100 - $500+

Name*

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Opportunity Cost for a well-trained assistant:

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Opportunity Cost for having an assistant:

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