Hayley Green

Fathom call: Hayley Green and Onboarding Team https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk Summary: ## Meeting Purpose [Discuss hiring an Executive Assistant with a remote talent agency.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=13.0) ## Key Takeaways - [**EA Hire:** The immediate need is a full-time EA for the CEO & COO. The agency's all-in bill rate is $2,000–$2,800/month, which is within the client's $2k–$3k budget.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=244.0) - [**Process:** The agency pre-vets candidates from Argentina/Colombia, sending batches of 3–7 top prospects. This reduces the client's interview load to \~10–20 candidates per hire.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=157.0) - [**Scope:** The agency manages all HR (payroll, compliance, legal), freeing the client to focus solely on daily tasks.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=204.0) - [**Agreement:** The process starts with a simple Master Service Agreement (MSA). There are no upfront fees or cancellation penalties.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=826.0) ## Topics ### Client Need: Executive Assistant - [**Company:** Boutique consultancy focused on revenue/profitability growth.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=38.0) - [**Role:** Full-time Executive Assistant (EA) for the CEO & COO.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=78.0) - [**Experience:** 3–5 years required.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=248.0) - [**Timeline:** Hire within 2–3 weeks.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=111.0) - [**Budget:** $2,000–$3,000/month.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=111.0) - [**Rationale:** The current offshore resource (Philippines) is a combo EA/BDR; the goal is a dedicated EA.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=90.0) ### Agency Solution: Pre-Vetted Talent & Managed HR - [**Sourcing:** Candidates are sourced from Argentina & Colombia, chosen for their strong English proficiency and education.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=290.0) - [**Sources:** Agency recruiter networks, Ivy League college connections, and professionals from multinational firms seeking remote roles.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=349.0) - [**Vetting Process:** A multi-stage process filters candidates to ensure quality.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=157.0) - [**Initial Pool:** \~100 candidates per search.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=159.0) - [**Tests:** English grammar, internet speed, hardware, and personality.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=157.0) - [**Checks:** Background, reference, and legal.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=177.0) - [**Client Experience:**](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=157.0) - [**Deliverable:** Batches of 3–7 pre-vetted candidates (CV, video, salary expectations).](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=187.0) - [**Interview Load:** Clients typically interview 12–20 candidates before hiring.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=728.0) - [**Client Role:** Focus on daily management; the agency handles all HR.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=204.0) ### Agency Scope & Pricing - [**EA Pricing:**](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=244.0) - [**All-in Bill Rate:** $2,000–$2,800/month.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=244.0) - [**Average:** $2,000–$2,280/month.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=244.0) - [**Other Roles (Side Note):** The agency also places high-finance and analytics talent.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=526.0) - [**Financial Analyst (3–6 yrs):** \~$3,500/month.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=575.0) - [**Senior Analyst/Manager (8–15 yrs):** $5,000–$7,000/month.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=575.0) ## Next Steps - [**Francisco:** Send the Master Service Agreement (MSA) and a process summary to Hayley.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=872.0) - [**Hayley:** Review the MSA and send the job description to initiate the search.](https://fathom.video/share/tkMgDF8k6bERd7DuYkGXxosWrUnLexvk?tab=summary&timestamp=826.0)

Meeting scheduled: Hayley Green and Onboarding Team When: 2026-08-28T13:30:00-03:00 Calendar: https://www.google.com/calendar/event?eid=dHRwa2pnMGwyamNzajJrNWYxdDFmaGg2Z28gZnJhbmNpc2NvQGhpcmVpbnNvdXRoLmNvbQ Questions asked when booking: What role(s) are you looking to hire? EA, and BDR What is your phone number? 07562386087 How did you hear about us? Google