Mastering Intro Calls: Preparation Strategies for Success

So, we're back with Alex Wilson, Magic's head of sales, and today we'll go through what a good preparation looks

like for intro calls. We'll go through some resources that you'll be receiving before you meet with your client, and

we'll talk through some good practices on how you can best prepare for your intro call. So, Alex, take it away.

Thanks, Josh. Thanks for having me. Glad to be back. So as you just shared, we're going to dive through a couple of key

aspects today. Uh one is what magic provides in order to help you prepare. Second would be what like minimum prep

really looks like, what we would suggest as bare minimum and then finally like what really great preparation could look

like and that way you're set up for success and hopefully you go crush your call. So let me share my screen. All

right. So now you should be looking at a client guide. This is within the workspace portal of magic on on your

end. you should have access to this. There's there's four key sections. Those four key sections are this client guide,

which is a lander. We then have interview preparation documentation. We have a profile guide. And furthermore,

we have client preferences. So, these are four key areas to make sure that you're set up for success. Again, all

prepared for you by magic and um given to you by by the matching team. Before I dive in each individual one, I think

there's a really key thing to look at which is in the bottom left and it really is the client's basic

information. It might be called the client's basic information, but this is actually important and vital

information. So this tells me what company, what organization does this person reside within and what is their

role within that company. Knowing those two key things helps you do a couple of things. One is understand uh what the

company does in the in the first place, right? The other is where does this person sit within that or so? So the

person I have here, his name is Chappie. He's the co-founder and CEO of the org. That's a pretty important understanding

of where he sits as well as the facts of like what he might be responsible for, therefore what an executive assistant

might be helping him with day-to-day. So first I'm going to dive a little bit deeper into the client guide though. So

the whole goal with the client guide is to give you a bird's eyee view, not the only view, but an initial bird's eye

view what this client came to magic looking for. You have highle information including a link to their site.

Sometimes this is different than what's listed over here. We then have who you'll be working with. We try to

overlay the client's background as well as their tasks to give you a really highle summary. So in this case was

client operations, someone in the AI industry and they're a partner of a ton of different organizations. They have a

huge volunteer network and they're seeking somebody who can help with overwhelming communications across

different channels. You'll then understand who this job is a good fit for. So I hope you can go check check

make sure that this really does fit not only your expertise but your passion as well as what you'd like to be doing in

the future. Another key thing here is the work schedule. So we want to make sure that you are are ready to work the

schedule. Should never be a question for you when you jump on intro call. What will the schedule be? You should know

that before you even look at the client guide because the matching team should have explain that to you. But this is

not something to overlook. If you ever see a discrepancy here or you have questions, concerns, anything like that,

just raise your hand and ask. We want to make sure that you are set up for success and that this schedule aligns

with your desires work-wise as well. So we think that makes the the best relationship possible. Further here are

all the key areas this client needs you to help impact them. So it's what you're going to do. This client had four things

that they wanted. One was communication management, coordination, operational tasks, and then marketing and resource

building. Every client's going to be a little bit different. That said, this is like your road map to success. So the

goal of what you will do is to then look at this and understand what's within my wheelhouse. Meaning what have I done in

the past that correlates or is relative to what this client needs me to do. And that way you can start connecting your

prior experience with this client's pains. So when you get ready to talk to them on the intro call, you might have

stories, examples, or a summary of yourself that matches what they need. Finally, at the very bottom of this,

they're going to outline what you're going to be using, meaning technology and systems. So, this is always

different for each client. Sometimes it's an example of a system. It's not the system. Um, an example of that is a

client may say, you know, I love notion. I've not implemented Notion yet. However, I'd love the assistant to help

me do that. So, we might list here project management in parenthesis notion. And that gives you an

understanding that they don't have it just yet, but it's something for us to work towards. This is why you see

project management tools like notion, Trello or Sauna to be decided. And for these sections, uh, for the tasks and

the tools, um, is it safe to say that it may change over time as well? Like, yes, this is what was, you know, laid out at

the intro call and as the work has started, but could these tasks and tools change over time? Yes, they can. And I

think yes, they should. Um to give you a perspective, most clients come to us and probably are similar to you Josh

where they can't predict the future, right? So it's like they understand their now problems and they could have a

very small snapshot of their problems that might be affecting them in the next week or so. They have no idea what

problems are going to be affecting them 30, 60, 365 days from now. So these are their now tasks and their now software

tools. But as their company develops, as the assistant embeds themselves deeper with them, those are going to evolve.

I'd also say a huge opportunity to build a great relationship with a client is to suggest systems, tools, and tasks. So,

this is what the client articulated they needed, but within your first week or by doing your research, you might identify

areas that you could potentially provide value. We always recommend you share that, right? So, the same way the client

can't predict the future, they can't read your mind. Please do not be afraid to raise your hand and say, "Hey, I

noticed this and I thought I might be able help with X." They would absolutely love for you to do that. And show your

proactivity on a day-to-day basis. And you could also say that that essentially helps the client be more comfortable

with working with, you know, the EA. it's it's someone new and it builds that trust almost cuz then if it works out

say the EA suggests something and the client's able to incorporate that in a sense that and that that dependency

almost increases it's like there's more reason for them to trust them give more work you know try out new tasks that

maybe weren't part of his initial list right so Josh you hit on a great point there if you think that your best

friendships your best relationships I bet you you can point to something early on relationship that you shared with

them or they share with you that you then gained from uh delegating can feel like a lot of work. It can feel like h I

have to figure out not what to give but how to give it. I think something that makes a really stellar assistant is

someone who's proactive and suggests what to take off. I also think that we see the best assistants are the ones

that suggest new ways of approaching things or new systems or tools to use. That way the client or your potential

partner sees you as that valuable person who's truly a partner of theirs, right? And that way if you show them, hey, in

the past, you know, I use this software for this or I've learned this for this, they're not just going to be impressed.

They'll probably be like, oh, let's set this up in my business or my team. All right, we're going to hop into some

interview prep. So, this section is is literally a guide. The whole document is to get you ready for your upcoming call.

Again, this call is between you, the client, and a magic representative. The magic representative may be in sales,

support, customer success. Their goal, the magic representative, is to support you and to support that client and to

make sure that they help facilitate a very healthy and agile match. This preparation guide is built to make

sure that you show up ready to rocket. So, first things first, we need to make sure we technically are sound. That's

doing the the minimum like testing your text setup, right? So, like internet connection, audio, webcam.

If you don't know if it's going to work at the time, maybe log on earlier, create a Google Meet for yourself, which

is free with any Google account, and just log in and make sure it works. Right? Then second thing here is

professional space. Make sure it's quiet. Make sure there's lack of background noise. If you need to get

noise cancelling headphones, and make sure that you are fully present. If you don't show up with a great internet

connection, audio, webcam, or an unprofessional space, remember this is your first impression. The client may

assume that's how you're going to show up to work as well. And I don't know about you, but I'm not one to show up to

work with a background being a busy Starbucks or coffee shop that you can hardly hear me in and try to come off as

having a great impression. So do what you can to wake up a little bit earlier, test things out. The other is

timeliness. Please do show up on time is early. On time literally is late, right? Like being 5 minutes early never hurt.

And then the final thing here is dressing for success. I'm in a t-shirt. Josh, you look fancy in your collared

shirt. I'm probably dressed below the average for an intro call. You could think of the best attire would be

business casual, right? That way you're not dressed up too much. You're not dressed down too much. You're right in

the middle. Okay? And don't forget the client can only see the the profile, right? The snapshot of you. So, when

you're trying to figure out what to wear, well, think about top and above. All right. The second part of this is

just strategizing for the call. But the very beginning of the call is literally make it or break it as we went over in a

prior session. So when you think about crafting your personal pitch, think about how long this pitch takes. And

remember, the client saw your profile. Chances are they read it verbatim. They don't need you to read it. They need you

to take your experience, take their problems, and position yourself and your experience to solve their problems. A

good personal pitch is short, concise, to the point, well under two minutes, does not highlight every single role

step by step, every technology step by step. Instead is highlevel, strategic, and something that is guiding or

summarizing of yourself. So that's why we want you to start out with a quick greeting. Hey, I'm Alex. I have X number

of years of experience driving business change for founders like yourself. Then you're going to share background. Hey,

I'm I'm located in blah blah blah and I have expertise in these three key areas. You could share a couple achievements if

they're important to you. You can then recap your background and how it fits the clients. And then um finally, if you

have any skills, certifications, or certain things this client asked for which would be nice to have or

requirements, I'd make sure to highlight those. Okay. Best advice I can give you about strategizing for the call is

practice makes perfect. Um, I'd recommend that you record your personal pitch. You then

listen to it. I would also time it. If it is more than 2 minutes, please just take a moment, think to yourself how you

can make this shorter, conciser, and more to the point. And then from there, do it again. The best openers, when you

think about it, the client's going to be under 60 seconds. and I would do everything I can to try to match that.

Client doesn't need to know everything about you. They just need to know the pertinent details about you. Finally, we

want to help you go the extra mile. So, in interview prep, it's important not to just take this whole guide magic gives

you. It's important to go to the other areas of the the role as well. So, that's things like look at the company,

which we'll show you in a minute, understand their pain points. What does a client really want from these tasks?

Do I have clarity on their role? It's one thing to read the task and responsibilities, but it's another thing

to fully understand them. If you really understand the task and responsibilities, it should be easy for

you to come up with key questions to ask about them. And I think there's nothing better than having an assistant show up,

having read the tasks, ask how would they like those tasks achieved? What does success look like in X task? Or how

are you currently doing this in your day-to-day now? That shows you read it and you want to learn more. Finally, if

you don't know about a tool and the client uses it, you should look it up. Okay. If you have any questions about

it, reach out to Magic. We'll be more than happy to help you with tool familiarity. Then finally, platform

proficiency. So, it's very similar to tools. The whole goal here is that the technology stack that this client uses,

you understand what each system does, aka why the client wants you to use it in the future. So instead of being able

to show up to an intrical saying, I'm not sure what HubSpot does, you can then start asking questions like, hey, I know

everyone uses HubSpot as their CRM, but how do you use it within your business today?

Finally, we have some common interview questions. These are questions that are asked of you from a potential client or

partner. These are questions we um hope that you can try to answer. I'd work on and ask yourself if you can answer these

on the fly. And finally, we have icebreaker questions. These help you show up prepared uh and basically um

show up like you want to own that role. Furthermore, I think a good rule of thumb if you don't use these is breaker

questions, we always recommend you come prepared with three to four questions that help you better understand the role

so you can then articulate how you'll fit that client's needs. Overall, this is how we want to help you minimally

show up prepared for an interview. Next, we're on to the profile guide. This is quite literally a guide

to making the best profile possible. Uh, first impressions usually start with first profile photo, right? So, it's

like, who am I going to go see? Um, we want you to have it be clear, professional type headsh shot. You want

to make sure that your face is visible. You want to look at your dress. Look at how you're showing up in that photo. If

you need any help, we do suggest you could use things like photo room here or remove.bg to help make it polished. The

other thing is your experience. So your experience should always be in reverse order. Meaning your most recent role at

the top, your most past role, meaning your first job that you want to highlight at the very very bottom. That

way it's a timeline from now to way back when. I would say keep your skills, achievements, and

experiences brief to the point. The other thing is I'd focus on not just what you did, but what type of impact

you actually made. So saying you know I used to handle two executives inboxes. There's a different approach which would

be saying you know I supported two executives at any time live the best lives they ever could. That makes me

want to understand holy cow what does this assistant do and how can I get them to work for me. The other things are

things like skills and tools. Please don't be afraid to showcase all the tools you're familiar with. That way,

not only do they know you're an awesome assistant from a behavioral standpoint, from an expertise standpoint, they know

that you're skilled with technology, too. We always think that technology helps make you efficient and effective.

And then finally, if you'd like, you can do a video introduction. If you want to do that, there's a script just down

below. Again, this goes similar to the whole uh interview prep. Make sure you're in a well-lit area, you have a

great background, you're dressed to impress, and that you keep it short, sweet, to the point, and that you take a

couple of cuts at this. Your first one's likely not going to be the the best, but each time you try it, you can get

refined and refined. And not only can your profile make a great first impression, your video introduction can

as well. Um, actually, I just wanted to touch on the profile photo really quickly as well. I've seen some

instances before where you know this is the first or one of the first things that the client will see about the

candidate. So that whole first impression that you mentioned earlier starts as early as the profile, right?

And I've seen a lot of instances where they see the profile and they join the call and maybe they don't look exactly

like how their photo was in the profile and that starts to create some doubt or confusion for the client. It's like is

this you? Uh I've actually seen calls like that. So, um I think it's a really good, um thing to remember is your

profile needs to represent yourself and all your experiences and what you're able to bring to the table. And you

know, really part of creating a good first impression is also uh forging that trust early on. And then actually Alex,

I also have another question on the rest of the profile. So with how powerful a AI is becoming, it's inevitable that you

know a lot of maybe candidates profiles are run through AI you know for proof reading or polishing. Um but we also

know that sometimes there are tells clear tells that oh wait this is AI generated which you then you know as a

client they could be thinking how much of this is actually real. So, do you have tips or advice on, you know, we're

not saying don't use AI, right? It's s such a powerful tool, but how can they balance, you know, using AI, but also

making sure that their profile still comes off as authentic, representative of them and their capabilities? Like a

question. So, I think there's there's one thing I'd suggest not to do. So, a lot of people use AI like they would

Google, right? So, you take your your current resume, you put it into AI, and you say, "Help make this sound better."

Okay, it's one way to do it, but it's going to come out like AI. The better way to do it is actually you could give

the AI something to be, which is, hey, you are a recruiter and you coach people on how to get great jobs as assistants.

I'm now going to give you my resume and we're going to go roll by roll and I'd like your help to ask me five questions

about each role and with each role I want you to output based off those questions and my resume best most

actionable skills achievements and overall overview possible. So I'm not just asking the AI to enhance my resume.

I'm asking the AI to ask me more in-depth details to then put with my current resume and make it a 3.0

version. I think that really helps you uh think through your expertise. I I think it also really helps get the

resume to that next level. And then furthermore, you're not going to get those generic sentences which is um I I

cleaned an inbox and I managed a Google calendar. Instead, you're going to have more impactful messages uh under each

role which will really stand out to that client. If you do want to go another layer deeper, you can go through that

exercise. You could then take this client guide, which we have here, and say, "Hey, I'll be working with this

client based off the resume and the roles you've just uh understood for me and my background. Can you please help

improve and my summaries and my roles to fit this client's needs? Help show me in the best light possible. In that

situation, you're not asking the AI to go fly. Instead, you're asking the AI to take your current resume, take the

improved version that you worked on with it, and then take what the client needs and just extrapulate what the client

would actually want to read and visualize. So, there's likely key things you did within each role that are

important to this future client, and that exercise can help you highlight those. All right. So, here are the

client preferences. The the biggest thing I want to share before we dive even into it is these may not always be

accurate. We we want to make sure that we're providing you the preferences the client did put in. We're all prone to

mistakes, though. So, there could be human error here uh and a misclicked button. In that case, if you have

questions or if a preference here doesn't fit what you saw in the client guide or any discussion pad with magic,

just double check. Reach out to your matcher, reach out to your magic representative, and we'll be more than

happy to answer any question you have. We do want to say it's better to ask questions about these preferences before

you get on the intro call verse ask about them on the intro call. Right? If you ask about preferences, hey client, I

just want to ask what's your ideal schedule? Well, you've been provided that information in a variety of ways.

You could ask that before you get on the call and not to the client. You can ask that to your magic representative. That

being said, uh the preferences highlight firstly communication parameters. So, it's what is the client's time zone and

then what's their general availability. Doesn't mean that's the only time they're available. It just means

generally speaking, these are the hours that I'd like to be notified of things and be available for my EA or assistant.

Further at the bottom here are self- selected channels of communication or platforms. This is not all-encompassing

but it's some select channels that this client has said they they use uh or they want to use with you. So these check

marks symbolize what they prefer. They all might be selected only one of them may be selected or none of them may be

selected. If you find that there's a discrepancy here and in the client guide about how you'll work with the client,

we do recommend reaching out to your magic representative to see and gain some clarity on that. The other thing

once you do have clarity on the preferred communication platforms, we always suggest a way to go above and

beyond during the intro call is actually to ask questions like, "Hey, so I understand we're going to be using Slack

for communication. I want to ask going above communication, how do you want to stay in touch with me?" and what kind of

cadence do you want to have daytoday. Not only is that show you show the client you're paying attention and

you're u proactive, it also comes across to the client like, "Oh, wow. This EA is really on top of it and wants to work

with me and understand how to stay regularly informed. So now we've shown you what Magic provides. We've

shown you the minimum prep and what it looks like. Let's go the next layer deeper." So, we always recommend that

you go to the client's website. You understand what they do. In this example, just went to the client's

website. I can quickly see what they do as a company. I can then understand parts of my role. What do I mean by

that? Well, this assistant is going to be helping a client called Genai Collective manage their community, their

chapters, and their social channels. Right away, you get some really important details. One is most websites

have an about us page. I'd comb through this. Who are they? What do they really do? This is not things to just skip

over. I'd really seek to understand what your client does for business or in their role. The deeper you understand

that, the deeper you'll be able to understand the tasks or the potential issues they try to overcome every day.

So, you can try to help them. The other thing they have a join the team section. Sometimes I always think this is a great

area to just go hi uh understand the core values of the org, what they believe in, if they have a mission

vision statement, that way you can understand who you're about to become a partner with and work with day-to-day.

So now we've gone over jumping to their website, understanding a little bit about what they do, what the business

tries to solve, digging into the about us, their core values, I would then try to go one other layer deeper, which is

understand their product or service. So with this sample client, I would start diving into things like chapters. So

right away I'm just highlighting a a core function within their top navigation and I can quickly see all

these cities not just in the US but across the world that this organization works within. So from a quick bird's eye

view potential assistant for this client I know what they do what they believe in little pieces of the tasks they've

explained to me and now I understand where they solve these problems. So I can start to kind of piece together, oh,

I'm going to be doing administrative tasks between the client and their chapters and their chapters are global.

So I'm going to have an opportunity to work with so many diverse cultures around the world, different time zones,

different communication issues, etc. Now, this is just an example of one client, but the thing I will say is 99%

of websites have all of these things. They have a little more about the company. they have about the team, about

what they believe in, or their values to some degree. And then they all have something about their service or

product. Diving into those three key areas will help set you up for success for your next intro call. You can go one

layer even deeper than just going to the website, and that is go check out the client on social channels. A way we

suggest doing that is using your handydandy LinkedIn. So once you find the company page, this starts to give

you a lot of insight. Now my LinkedIn may look a little bit different than yours. Reason being I have a sales

navigator plan. That plan gives me a little bit other insight, but most of what I'm going to show you is fully

available to you in just the free plan of LinkedIn. You're going to understand uh the company's name, their statement

or tagline. You'll then start to see um the follow button. You can see the overview of the company, their own about

us. This gives you other key insight like what industry do they self put themselves in, what's the company size,

where are they headquartered, and pretty important, when did they get started. Further, you can look at their

posts as a company. Sometimes this is going to be actively shared. Other times, you won't see anything here. I

think either case is good insight. If they have nothing on their LinkedIn, nothing on their Facebook, it's just an

area of opportunity to ask, Josh, I noticed your social channels look important, but it doesn't look like

you're adding a lot of posts lately. Is that something I can help you with? And you're providing another thing to do

that the client might not have thought of. If they do have very loud channels, meaning there's a lot going on here.

Looks like this one is almost every day they're posting. I'd ask a different question, which is, "Hey, I notice you

post on social media all the time. Is there anything I can do day-to-day to help with engagement or manage our

social channels?" I'm sure they'd be impressed by that. The key place to go to on a company page in LinkedIn is

people. This is insight you would have if you have the sales navigator plugin, but you should still be able to search.

So, all I would do is go to the portal that we provided you with and I put this person's name there. You're then going

to search and it's going to bring up your potential client. From here, you can see this person's linked up. The

goal is understand who this person is. I recommend reading their about us, about me section. This gives you a snapshot of

what they wrote, what they chose to write about themsel and highlight right away. I noticed that um Chappie is not

only a co-founder of Genai Collective, he's a competitive bodybuilder, he's an investor. Sounds pretty impressive to

me. Also, someone who I would love to get to know and learn from. Some things that I would

highlight, most people, if they do have an about me section, will highlight something

personal. Right away, these two things caught my attention. He's a bookworm world traveler. I think building rapport

with somebody is one of the keys to success in any relationship. Showcasing that you did a little bit of research

can go a long way on an intro call or just initially in your relationship. So even in your own summary of yourself in

your your elevator pitch to that potential client, you could start off by saying, "Hey Chappie, I'm really excited

to get to know you as well. My summary is as follows, but I just want to kick off by saying I'm actually a bookworm,

too, and I love traveling." He's going to be shocked that you said those two things and pleasantly was surprised you

did your research. Further, you can then scroll down and you'll be able to see what they've done. So, who they are,

what they've done work-wise and their accomplishments. You might see uh education, you might see skills, you

might see endorsements, interests. All of this just gives you further insight as to who you'll be working alongside.

The reason for the insight is to also help you understand here are their core problems or tasks, here's their

business, and here's the person. By you really understanding those three fundamental things, you can become a

really effective assistant for them. You don't just have to stop at LinkedIn. You might want to go search

the person on Facebook. If they have a Facebook business page, that's a great option. If they have a Instagram

business page, that's another option as well. But the minimum I would say is most companies have a website and then

they have targeted social channels they choose to engage in and I'd go make an effort to check those out before you

ever begin your preparation for your intro call. So going back to the client guide, we previously showed a section

where we would show the potential tools that a client would need their potential EA to use if they start working

together. So in instances where maybe the candidate may have not tried or previously used a specific tool but

maybe they tried something similar you know CRM are always a good example right it's like if the client needs HubSpot

but maybe they've tried Salesforce instead so very similar platforms similar functions as well how can they

best connect what they do know about the platforms they've used in the past to you know showing the client that they'd

be down to learn and explore the platform that client prefers. Definitely happy to help there. Um, let me first

start with saying I I'll speak from my personal professional experience. I have never worked at a company with the same

technology and tools as any previous company. I say that because I want to make sure you know as

a potential assistant, you likely will have a tool belt of tools as well, but they will not match this this client's

tools. And that's totally okay and totally normal. What I think I would say though is in working with companies,

speaking from my own professional experience, I've worked with numerous types of CRM. We have HubSpot, we have

Salesforce, there's Pipe Drive, I've used Netswuite, I've also used Google Sheets as a CRM. So, I I share this

because that's a lot of different companies all using different things, but the similarity is that every CRM

regardless of its logo, its color, etc. has fundamental parts that are the same. CRM stands for customer relationship

management. They help you manage their customers. So, that means they have things like leads and contacts. They

have accounts and deals. And then they connect communication to those things in one place. On the front end, that's

emails, chats, phone calls. On the back end, that might be things like support tickets. Just understanding the

fundamentals of a CRM allows you to then go from Salesforce to HubSpot and be proficient. The thing I'd also add is a

general rule of thumb. I would definitely look at what they're using. If you don't have a background in a CRM

project management platform, etc., then please do your research on what they how they're set up, what impact they drive,

and how they're used. There's plenty of videos on YouTube about why they're important, and how they're used. But

what this allows you to do is to show up prepared and say before you're even asked, "What is your experience with X

software?" You could say after your summary, "Hey, Chappie, I just wanted to share. I actually don't have experience

with Mailchimp, but in reading through what you like me to do, which it sounds like you want me to work between you and

your communities and send newsletters, I have used Constant Contact, which is very, very similar to Mailchimp, and I'm

excited to learn how you use Mailchimp today. It's not as important if you know the

exact technology as if you know what that technology solves and the pain point or place it fits within their

business. The other thing I'll share if you ever wanted to highlight this to a client as well, it just highlights your

own expertise and your own knowledge, which is different clients use Mailchimp, different clients use

HubSpot. Again, I've never met a client that uses those systems the same way. Every piece of technology nowadays could

be used in such a variety of ways that it's more important to understand how this client uses the software to solve

their own problems. So if you're ever unsure of technology, do your research. And I recommend coming prepared with

questions that really help you understand how this business or this person uses it in their day-to-day or

week to week. It makes you show up like an expert and at the same time it helps you be really successful at your future

job. So we've talked through the different resources that Magic will provide the EA candidates uh to prepare

for the introductory call if they are looking for more resources outside of this client guide, the client's website

or even their LinkedIn page. What else can Magic provide or what else can the candidate look for uh to be better

prepared for the intro call? It's a really good question. So, Magic certainly tries to give you everything

possible. So, we we have the client guide. We have you prepare for the interview, prepare your profile, and

understand their preferences. It's not going to be everything you need. I think also to just go above and beyond and be

the most successful, proactive assistant we know you are. You're going to want more. We recommend that you do

everything you've listed. You also go to other resources um and to look things up. One resource for instance would be

searching YouTube for videos of the basics of CRM, project management, etc. if that's the thing you need to

identify. The other uh would be reaching out to magic. So we created the guide as the baseline of

information to provide you, but we're also just happy to support you, right? We have hundreds of assistants we're

trying to empower every single day. We don't make these perfect. So, what I would say is if you need help, there's

never a dumb question. If there's a piece of this you don't understand, if there's an element to it you want more

clarity on, reach out to your magic representative. He, she, or they will be more than happy to help you in any way,

shape, or form show up prepared for that introduction with the client. And last, certainly not least, is you can resort

to AI. And what I mean by that is you can go to AI and say, "Act like an interview prep coach. I have a role I'm

preparing for with this client to do these tasks. Ask me 10 questions to make sure

I understand what this client does." Then after you do that, you could ask it to ask me 10 questions to test my

preparedness. And frankly, you could then ask it to help you understand what the client's tasks are and how to

accomplish them. Quite literally, you're having a conversation with the AI just like you would with any representative

at Magic, your best friend or other resource. All in all, we want you to be successful. We want you to crush your

intro call, but the intro call is just introduction, right? We want you to crush the role. In that case, I think

using these fundamental things, which is the resources magic provides, the relationships magic provides, and things

like AI will make you really successful. So, Alex, thank you so much for sharing, you know, such valuable insights on how

to best prepare for these intro calls. So, just to wrap things up, what for you are the most important things that, you

know, assistants should walk away with as they not only prepare for, you know, any upcoming intro calls they have with

potential clients, but also just their magic careers moving forward as they encounter, you know, different clients

and different opportunities uh to work with us. Yeah, it's a a really good question. I think the things that you

should walk away with I I hope you walk away feeling prepared. That that's like the first. Um Josh will tell me if I did

my job correctly after getting feedback from you. So please give feedback. That said, if you do feel prepared, um

Magic's real role is to just make this even better and better over time. So I think uh every assistant we train, we're

learning how to make that next generation of of great assistants. But ultimately, while we've covered the

intro call, it quite literally is what it is. It says it is. It it's an introduction, right? And introduction is

it's only 30 minutes, may even be less. It's the very beginning of any relationship. So, my biggest

recommendation is to take what you've learned here and and think through how do you want to show up. So, the way you

showed up for your last role, your last client, your last partner doesn't need to be the way you show up here. You have

every opportunity to change the story. You can rewrite it. You can be the most executive of assistants you want to be.

You can also not be the most executive of assistance. Uh which you get to choose. I hope you choose the latter.

That also being said, I hope you you take the moment to really focus on on preparation. We we really do think

prep makes perfect here. And not only after going through training as well as these exercises do we hope it prepares

you. We think that the more prepared you show up for the introduction, your likelihood to work with that client is

greater, but further your likelihood to actually succeed with that client is greater. If you took the time it takes

to really be ready to do great during the intro call, it shows you're going to

take the time it takes to be great at your day-to-day job. And I I really do think that

winning the intro call means you're going to win the relationship, which means you're going to have a long career

ahead of you. Um, we at Magic, we're not here to support you for a couple of weeks. We want you to thrive here at

Magic and build a career or a launch pad to your future career. And ultimately, we hope that uh you have an

opportunity to showcase your skills, your passions, and your expertise in a unique way. But um at the end of the

day, you know, we we want to accelerate your career. We want to help you make an impact for the client you're paired

with. Any way, shape, or form, Magic can do that, please just let us know. So, I just want to say thank you for being an

awesome assistant and for all the impact you have driving things and driving change for our clients.