Free tools, templates and guides for executives who want to hire a remote executive assistant, give them safe access to your accounts, get them up to speed fast and hand off more of their week. Everything here is free to use, with no sign-up.
Free tools
Interactive tools that turn your own answers into a clear plan. Start with the audit, check your security setup, then take your hours to the calculator.
Delegate or Keep? The 2-Minute Task Audit
Tick the tasks that fill your week. You'll get a scorecard of what to hand off now, what to share with an assistant and what to keep, plus a 30-day plan to make the switch.
Start the auditRemote EA Security & Access Risk Assessment
Score your password, access and device risk before an assistant logs in. Get app-by-app permission settings and a 24-hour plan for removing access.
Check my setupExecutive Assistant ROI Calculator
Compare the value of the hours you'd get back with what a full-time executive assistant from the Philippines or South Africa costs, at every experience level.
Open the calculatorTemplates and checklists
Ready-made documents you can copy, adapt and hand straight to your assistant.
- Template
Project Status Report Template With RAG Ratings
A weekly report format that shows what's on track, at risk or blocked at a glance.
- Template
RAID Log Template
Track risks, assumptions, issues and dependencies in one place your EA can keep current.
- Template
RACI Matrix Example
Give every task one clear owner, so nothing falls between you, your team and your assistant.
- Template
Project Coordinator Job Description
Duties, skills and a free template you can adapt for your next support hire.
- Checklist
Real Estate Wire Fraud Callback Checklist
The callback steps to follow before any closing funds move.
New to working with an executive assistant?
Follow these five steps in order.
- Find the workRun the delegation audit to see which tasks to hand off.
- Check the numbersUse the ROI calculator to compare time saved with cost.
- Hire wellUse our interview questions to pick the right person.
- Secure accessRun the security assessment before your EA logs in.
- Start strongFollow the onboarding guide for the first weeks.
Hiring guides
How to find, vet and choose a remote executive assistant, including where to hire from.
- Guide
How to Hire a Virtual Executive Assistant the Right Way
The full hiring process, from defining the role to the first day.
- Guide
Executive Assistant Interview Questions
Questions that show how a candidate will actually perform, and what good answers sound like.
- Guide
Vetting, NDAs and Data Security
How to protect your accounts and information when you hire remotely.
- Country guide
Hiring an Executive Assistant in the Philippines
Talent, time zones, salaries and how to run the relationship day to day.
- Country guide
Hiring an Executive Assistant in South Africa
Why South African EAs suit UK, European and specialist roles, and what they cost.
Working with your EA
Onboarding, training and delegation habits that get the most from your assistant.
- Guide
How to Onboard an Outsourced Executive Assistant
What to set up and share in the first days and weeks.
- Guide
How to Manage a Remote Executive Assistant
Check-ins, communication and priorities that keep work moving across time zones.
- Guide
How to Train an Outsourced Executive Assistant
Turn how you work into instructions your assistant can follow.
- List
38 Tasks an Administrative Virtual Assistant Can Do
Ideas for what to hand off, sorted by category.
Costs and comparisons
What an executive assistant costs and how the different hiring models compare.
- Pricing
Executive Assistant Pricing: 2026 Salaries by Level
Monthly salary ranges for entry, mid and senior EAs in the Philippines and South Africa.
- Comparison
Direct-Hire vs Agency-Managed Virtual EA
Which model fits how you want to work with your assistant.
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