Our client is the CEO of a fast-growing SaaS company scaling past 50 employees. Between board updates, hiring, and customer escalations, their calendar and inbox had become unmanageable and previous attempts to delegate to local hires hadn't stuck.
Objectives
Rebuild calendar architecture around focus time and travel.
Establish inbox triage so only decision-critical items reach the CEO.
Coordinate travel across multiple time zones without back-and-forth.
Vet and onboard dedicated executive talent within weeks, not months.
Keep HR, payroll, and ongoing training fully managed by AltE.
Process
Discovery & Research
Ran a discovery call to map the CEO's calendar, communication patterns, and delegation pain points.
Reviewed prior delegation attempts to understand what hadn't worked.
Defined must-have skills and working-hour overlap requirements.
Candidate Matching
Shortlisted candidates from our vetted talent pool based on the discovery findings.
Ran structured interviews and scenario-based assessments.
Selected a final candidate for CEO approval.
Onboarding
Set up access to calendar, email, and internal tools with clear boundaries.
Documented the CEO's preferences and decision rules.
Ran a supervised first week with daily check-ins.
Ramp-Up
Gradually expanded scope from calendar and inbox to travel and vendor coordination.
Adjusted workflows based on early feedback.
Established a weekly sync cadence between EA and CEO.
Ongoing Support
AltE manages payroll, HR, and continued training.
Regular check-ins to make sure the match keeps working as needs evolve.
Available to re-match if priorities shift.
Results
Hours Reclaimed: 15+ hours a week returned to the CEO's calendar within the first month.
Inbox Under Control: Response time on decision-critical emails dropped from days to hours.
Faster Match: Fully onboarded EA within under 3 weeks of the discovery call.
Retention: Same EA still in place today, with scope expanded to include vendor management.
