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Course contents · Turn what you know into an assistant

Lesson 1 of 4

Write down your method.

Turn how you work with clients into instructions an assistant can follow.

  1. Step 1 of 3

    Pick one client job

    Choose one thing clients ask you for again and again: a first-session diagnostic, a weekly check-in, a proposal review. One job per assistant works best.

  2. Step 2 of 3

    Write it as a brief

    Create a new assistant and, under How it works & sounds, write your method step by step: the questions you ask, the order you ask them, what you look for, and how you give feedback.

  3. Step 3 of 3

    Set the boundaries

    Say what it should not do, such as giving legal or medical advice, and when to tell the client to book time with you.

Your turn

Now do it

Start with this task, or change it to fit your work. Then follow the steps above.

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