It’s one thing to book a dinner reservation. But what about sharing your home address with your assistant?
Or your bank account information?
Or your social security number?
These can get really scary, really fast.
The simple answer: Trust is earned, and you give it to your assistant very carefully.
I’ll share an example from my own personal experience. Years ago, when I was interviewing a candidate for my assistant role, she was poised, professional, and had great prior experience. But within 2 weeks, I could tell something was not right.
I would send her emails and not hear back for days — sometimes ever. I started getting emails from business contacts saying, “Are you getting my emails? Are we meeting on Tuesday?”
I called my assistant and had a difficult conversation. She promised to do better. The next day, she sent me an email and quit.
No warning. No 2 weeks. Just gone.
The worst part: I logged into her email account and saw hundreds of unread emails she’d never gotten to. No wonder she hadn’t replied to my requests. She hadn’t even read them.
Imagine the horror I felt in the pit of my stomach. I never want to feel that again — which is why I created a series of “greenlight benchmarks” your assistant has to do in order to demonstrate their skill and trust.
I expect my assistant to respond to my emails within 1 business hour. Within 21 days, I expect them to be handling my travel and basic email. And on from there.
So if you’re wondering how to find someone you trust, don’t worry. You’ll always be in control.
If you decide you don’t want to share your social security number, you don’t have to. (You can simply have your assistant prepare documents for you, and even send you a pre-stamped envelope, so you simply add your social security # and drop it in the mail.)
If you don’t feel comfortable having your assistant email certain people, that’s fine, too. (One of my friends told me he hates to coordinate with my assistant, so I coordinate with him directly.)
You don’t have to hope or wish that you find an assistant you can trust. Just follow the playbook and you’ll know exactly when you’re ready to give them more and more responsibility.