What’s Inside Systems and Assistants That Work??? 

Module 1

A New Mindset & A Better Way to Work 

We’ll walk through the value of your time and what it’s worth. Even better, we’ll discuss which tasks in your workflow can be delegated to an assistant, giving you more hours back in your day. It’s all about shifting your mindset!

Module Highlights:

• You are valuable! Determine what your time is worth and know YOUR VALUE! 
• Learn how to adopt the mindset of a CEO and the power of delegation to grow your business
• Shift how you work so unexpected disruptions don’t get in the way of your growth with an assistant 
• Decide exactly which tasks in your workflow and back office need to be done by you or if they can be delegated to an assistant. 
• Understand of the types of mistakes you need to avoid when working with an assistant. 

Module 2

Assistant Tasks & Getting Your Time Back!

It’s all about workflow! In this module we’ll help you find the “time sucks” in your day and help you develop an effective daily outline and workflow with your new assistant in mind, so they can take on more of the small tasks and allow you more time to focus on the things only YOU can do.

Module Highlights:

• Find and acknowledge the “time sucks” in your workday 
• Review vs. Do: Analyze the time and financial cost of ALL the tasks needed to sell more and run your business
• Follow a daily outline so you can easily see what daily tasks you can assign to an assistant 
• Create your dream workflow where you stop completing 40 different small tasks and only do a handful of things that you love for each trip you sell! 
• Determine how much time you should be able to gain back with an Assistant that Works! 

Module 3

Discover the Best Type of Assistant for YOU! 

There are many types of Assistants, and we want to make sure that you hire an Assistant that Works best for you. We’ll talk about the Pros and Cons of each type of assistant, as well as the investment requirements with your new assistant. We’ll also help you create a job description for your assistant.

Module Highlights:

• Deep dive into understanding the different types of Assistants that exist 
• Create your list of Pros and Cons for each different assistant type based on your business needs
• Analyze the different options and their financial impacts on your business  
• Review the tasks you need assistance with and incorporate that into your decision-making, and your Pros & Cons list
• Finalize the investment you are willing to make and what type of assistant will provide you with the help you need to stop working 60+ hours a week, giving you more time for your personal life and the ability to focus on what you love doing for your business
• Create a job description for your new assistant 

Module 4

Preparing For Your New Assistant

We want you to get off to a great start with your new assistant, so preparation is key. We’ll help you put together a training library so they can quickly learn your business and lighten your load. We’ll also discuss management concepts and how to effectively measure your assistant’s performance and set clear expectations.

Module Highlights:

• Begin building your digital training library so your new assistant can quickly begin to lighten your workload. 
• Learn how to order your tasks and responsibilities you assign to your assistant so you can maximize your investment and get your time back quickly. 
• Set measurable standards for each task your assistant will complete, so expectations are clear and your financial investment is maximized. 
• Discuss advanced assistant management concepts so you are ahead of the game when your assistant starts.
• Select the easiest payment method for you and your business.
• Build a training library for your assistant 
• Plan out how you will onboard your assistant

Module 5

Training Tools For You And Your Assistant

The right technology and tools will make a huge difference as you begin working with your new assistant. We’ll talk about how to securely grant access to your various accounts, as well as your email so they can help you stay organized and assign themselves work items throughout the day.

Module Highlights:

• Learn how to use the best training tools when working with an assistant
• Securely setup the must-have accounts so your assistant can effectively do their job without needing help from you all the time 
• Decide what options they will have to access your email so they can quickly assign THEMSELVES work items, saving you even more time each day! 
• Solidify your daily communication plan so there are no issues when communicating with your assistant. 
• Begin using technology that will have a dramatic effect on your daily productivity and make your assistant more productive from the start. 
• Incorporate free amazing training technology into your new training library without having to spend time creating the training.

Module 6

Quality Control & Reviewing Assistant Work

Reviewing your assistant’s work is important, and doesn’t have to take up a ton of your time. We’ll discuss effective and efficient strategies for reviewing your new assistant’s work and providing feedback to them using proven methods for success.

Module Highlights:

• Learn how to review your assistant's entire day of work in as little as 5 minutes
• Be prepared to provide quick and effective feedback to your assistant in just a few minutes when something needs to be changed or improved
• Build your email templates so your assistant can save you hours by answering common questions
• Emails take up so much of our time, and so many agents LIVE in their inboxes. We’ll be learning how to let an assistant do the bulk of the work in our email while maintaining control of our review processes
• It isn’t helpful to have someone do work in your CRM if you have to spend valuable time logging in to review everything. Learn how you can review the tasks your assistant completes in just a few minutes each day

HIRE YOUR ASSISTANT!

Imagine having support and a community of other like-minded colleagues supporting you as you take the step and hire an assistant! We’ll have multiple group Q&A/Coaching calls to talk about any questions or issues you may be having during your hiring process.

Module 7

The First Month With Your Assistant

Your first month with your assistant is the very beginning of your life-changing experience! We’ll discuss strategies for effectively turning over tasks and educating your new assistant about your business and the tasks they will be taking over for you. Most importantly, we’ll discuss how to set up your new assistant for success by helping them achieve multiple wins in their first month working with you.

Module Highlights:

• Implement Accounts and logins you have developed to ensure quality and control in your business. 
• Spend the first week with an assistant on any special education and training they will complete, first teaching them how THEY need to work with you. The best part is that you don’t have to create this. You are just providing them with resources from trusted experts in the field. 
• We’ll work together to troubleshoot any initial training or onboarding issues you may be experiencing 
• You will set your assistant up for success and to LOVE working with you by ensuring they have multiple wins in their first month
• You will build up your rapport and trust with your assistant by ensuring they feel they have the needed access to you to ask questions and do their job. 

"I am so thankful for you, Mary Beth! You really motivated Jeff and I to hire an assistant as we were drowning in all of the day to day details of our travel business. You also helped give us the tools we would need to be successful, so that we could train and ensure that our new assistant could help take care of things that were bogging us down that we no longer had time to do.

Since implementing your strategies and tips, we have not only hired our admin full time, but have also hired on two more IC’s to help with our growing business. We are now focusing on the elements that we enjoy, and feel much less stress. Thank you again, Mary Beth!"

- Kimberly Jacoby

If this was 2018 and someone told me I could invest less than $3,000 to be able to have a proven system for hiring and training an Assistant, I would have come directly to this section! 

I get you!

You’re not afraid to invest in your business as long as it’s a wise investment... One where you will actually have the ROI you are looking for. A return on investment that is not only going to help you increase your sales BUT is also going to give you the ability to stop working way too many crazy hours, week after week. 

So here is why you can place your confidence in a money-back guarantee and set any enrollment nerves to the side:

• The Risk-free guarantee covers you for Modules one and two.
• This means you will have had the opportunity to decide exactly which tasks in your business need to be done by you, versus by an assistant. In addition, you will determine how much time back you should be able to achieve with a trained assistant that works, BEFORE making a final commitment.

If you do the work and don’t feel totally confident and motivated that having an assistant would help you be able to have more hours in your day by 4:00 pm Central Time on the 14th day from your purchase date of the program OR by 4:00 pm Central Time on the day you complete Module 2 (whichever happens first), simply reach out, show us you’ve put in the work, and we’ll refund you. (full details here)