Executive Assistant Application Form
Coaches Creating Impact Inc.
Name
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First Name
Last Name
Email
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example@example.com
Which time zone are you in?
What are your social media links?
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This is a part-time contractor role starting at $35/hour (Canadian) with large potential for growth based on performance. Please confirm this rate works for you before proceeding with the application."
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Yes
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Describe your prior experience working with a company’s finances. Include the specific tasks you handled (e.g., reconciling accounts, preparing reports, paying invoices, processing invoices), and the tools or software you used. Share an example of a problem you solved or an improvement you made in a financial process.
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Describe in detail how you would set up a Google Sheet to track expected client monthly payments vs. actual payments received. Explain what columns and formulas you would use, how you would visually flag discrepancies, and what criteria would trigger a red flag for you (e.g., missed payments, partial payments, timing issues). Include how you would keep this sheet accurate month-to-month.
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If you found a recurring $49 software charge on the company credit card that you don't recognize, what steps would you take?
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Our fulfillment team currently uses a client capacity sheet to track active and past clients but it’s messy and hard to use. If you were starting from scratch, how would you design a master sheet that’s clean, organized, and easy to update? It needs to track: client start/completion dates, whether a consultant has been paid (weekly per client), paused clients, customer service check-in dates, consultant-specific tabs with links to client documents (intake survey, contract, sales call notes, client folder), a red/yellow/green progress status, consultant notes, and a tracker for whether the client is on pace to make back their investment. Walk me through how you’d structure the sheet, organize tabs, and use formulas or conditional formatting to keep it accurate in real time.
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We need a spreadsheet that tracks all closed clients and clearly shows whether they paid in full (PIF) or are on a payment plan so setters know how to invoice us. How would you set this up so it’s simple to read and easy to update?
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Write out (in plain text) a Google Sheets formula you’d use to sum expenses in Column B only if the date in Column A is in July 2025.
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We need a new onboarding system for sales closers that’s organized, clear, and complete. Right now, our onboarding materials are a mix of training videos and a few scattered documents. If you were given these resources, how would you turn them into a structured onboarding process that’s easy to follow and also spot any missing pieces that need to be added?
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We currently track invoices in one system and payments in another. How would you design a process to make sure they match every month?
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If you see a gap in our CEO's calendar between two meetings, what factors would you consider before booking something in there?
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An email comes into our CEO's inbox from our accountant asking for specification on a expense but you don't know the answer off the top of your head. How would you decide how to respond?
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Imagine you discover that a recurring task in our ops system hasn’t been completed for three weeks. What would you do?
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If you saw a way to save 10 hours a month in a recurring process, how would you present it to our CEO so she could approve it quickly?
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If you spotted a spreadsheet or process that was clearly inefficient, what steps would you take to fix it?
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If you were in a meeting where someone was describing a system you knew you could streamline to save 20 minutes a day, how would you approach sharing your idea and implementing the change?
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Because of the highly sensitive financial information you’ll have access to in this role, we require three professional references if you move forward to interviews. Will that be an issue for you?
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No problem!
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