Key Assistant - Home Page

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Key Assistant Team Leader: Steve Kantor
Key Assistant ATL: Raquel Martin, Susan Johnson
Key Assistant Mentors: Susan Johnson, Wendy Ross, Raquel Martin, Steve Kantor, Shannon Fowler
Contact Email: keyassistant@bestagentbusiness.com
Last Updated: Raquel_Martin on Dec 5, 2016 11:52 am


This page is for Key Assistants and Key Assistant Trainees as an overview of the roles & responsibilities attributed to the Key Assistant position.

What is a Key Assistant:
Key Assistants are the main point of contact for the clients of Best Agent Business. Each Key Assistant (aka KA) will have anywhere from 5-8 clients and work about 10-25 hrs per week. The Key Assistant's main duties are speaking with their clients once per week, maintaining the client agendas & budget, delegating client work to skill specific teams and doing ad hoc work as necessary.

Objectives for a Key Assistant:

  • Make sure the client is rated an A and that they are getting quality work.
  • Form a bond with your client so they know they can rely on you for their needs.
  • Ensure the client is freeing up their time to focus on the items they do best, by giving us all of their assistant level tasks.
  • Maintain the clients budget, and pursue upgrades when needed to increase services provided.
    • The ultimate goal is to have a client at the $995 level or higher, rated an A, and with one or more client testimonials on record.

Traits/Skills for a Key Assistant:

  • Outgoing and friendly personality
  • Strong organizational skills
  • Self-starter and Go-Getter
  • Patience
  • Persistence
  • The ability to deal with many different personality types
  • Excellent verbal and written skills
  • Ability to follow directions, policies and procedures
  • Problem solver
  • Enjoys helping others
  • Works well with both clients and fellow Ishidos

The TL's responsibility to You:

  • Assign clients that fit your personality and skill level types.
  • Continuous communication to ensure you are not overwhelmed or stressed.
  • Ensure you are getting your ideal work mix and hours at Best Agent Business
  • Ensure you have all the training inorder to do the best job possible.
  • Assist with clients you feel are toxic or are just not progressing.



Key Assistant Recruiting:

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Key Assistant Training:

Training program for Key Assistant Trainees

Key Assistant Checklist Month 1- Weeks1-4:

Key Assistant Policies and Procedures:


Key Assistant Weekly/Monthly Required Tasks & Maintenance:



Key Assistant and Other Team Interaction:



Quickbase Reports:



System Documents:



Key Assistant General Pages:


Resources for Key Assistants:



Mentoring Program:

  • Mentor Program - Details of our KA Mentor Program including steps to apply


Section for Steve & KA Core Only

Section for Steve Only - Orphan Pages


Chart for KA Wiki Page
Client Agenda Test for KAT's
Key Assistant - Developing Client Rapport
Key Assistant - Calling Kick Off
Key Assistant - Client Kick Off Calls
Key Assistant - Code of Conduct
Key Assistant - Cont. Training Month 3 - Proactive Marketing For Teams
Key Assistant - Database Management Kickoff
Key Assistant - Random Client Questions Conf Call
Key Assistant - Training Month 1
Key Assistant Cont. Training - Agenda Creation -this block are all "not found"
Key Assistant Cont. Training - Beyond the Kick Off Call
Key Assistant Cont. Training - Getting to Know the Teams
Key Assistant Cont. Training - KA New Client Checklist
Key Assistant Cont. Training - Month 3 - Getting to Know the Teams
Key Assistant Cont. Training - Weekly Calls
Key Assistant Trainee - 30 Day
Key Assistant Transition - No Issues
Key Assistants - Being Proactive
Key Assistants - Dinner with Clients
Key Assistants - Lead Management Brainstorm
Key Assistants - Market Research Survey
KA - Jenifer Bain
KA - Melissa E
KA - Partner Management
KA Deb Keene
KA Points Spreadsheet and Widget
KA Questions and Issues on Management Billing
KA Training - Calling Team Training
KA- Gretchen Parks
KA-TL
KAT -- Lorie Stump
KAT Kim Scott
KAT Marlo Young
KAT Michelle Foster
KAT POINTS-Jenifer Young
KAT Stephanie Avery
Kay Assistant Trainee - Karen Colvin
Key Assistant - Gretchen Parks
Key Assistant - Max Avenue
Key Assistant - MSR
Key Assistant - PSA's
Key Assistant Trainee - Allyn Hendrick
Key Assistant Trainee - Becky Fisher
Key Assistant Trainee - Brandilyn Coffer
Key Assistant Trainee - Brenda Williams
Key Assistant Trainee - Caroline Collins
Key Assistant Trainee - Cherie Turner
Key Assistant Trainee - David Lazear
Key Assistant Trainee - Deirdre Berry
Key Assistant Trainee - FastKat Friday Calls
Key Assistant Trainee - FastKat Tuesday Calls
Key Assistant Trainee - Grace Mills
Key Assistant Trainee - Jasmine Kaloudis
Key Assistant Trainee - Jean Sorenson
Key Assistant Trainee - Jessica Davenport
Key Assistant Trainee - Karen Colvin
Key Assistant Trainee - Karen Warren
Key Assistant Trainee - Kristina Beaman
Key Assistant Trainee - LaJoy Carr
Key Assistant Trainee - Laurie Newman
Key Assistant Trainee - Lisa Qureshi
Key Assistant Trainee - Loriann Hamelwright
Key Assistant Trainee - Lynda Viken
Key Assistant Trainee - Mae Smith
Key Assistant Trainee - Meagan O'Quinn
Key Assistant Trainee - Melissa Ice
Key Assistant Trainee - Melodee Rinkel
Key Assistant Trainee - Nicole Moyski
Key Assistant Trainee - Raquel Martin
Key Assistant Trainee - Rita Strang
Key Assistant Trainee - Rita Tuhairwe
Key Assistant Trainee - Samantha Gauldin
Key Assistant Trainee - Scarlette Stenger
Key Assistant Trainee - Sherilyn Faulhaber
Key Assistant Trainee - Sylvia D. Stevens
Key Assistant Trainee - Tiffany Hamilton
Key Assistant Trainee - Tyrolienne Smith
Key Assistant Trainee - Week 3
Key Assistant Trainee - WendyBingaman
Key Assistant Trainee - Your Name (Katrina Smith)
Key Assistant Trainee Curtis SIlvers
Key Assistant Trainee Mercedes Castillo Hanvey
Key Assistant Trainee Teresa White
Key Assistant Trainee- Amanda Baptista
Key Assistant Trainee- Cierra Ford
Key Assistant Trainee- Katie Bevels
Key Assistant Trainee-Christa Schwan
Key Assistant Trainees - Lessons Learned
Key Assistant Training - Agenda Test
Key Assistant Training - Database Management Test
Key Assistant Training - First Steps - Daily KAT Email Template
Key Assistant Training - Getting to Know the Teams
Key Assistant Training - Kickoff Agenda Testing
Key Assistant Training - Lead Management Test
Key Assistant Training - Margaret Dowden
Key Assistant Training - Marketing Test
Key Assistant Training - Nicole Kinsman
Key Assistant Training - Research Task
Key Assistant Training - Writing Test
Key Assistant Training Feedback - Sherilyn Faulhaber
Key Assistant Training Program Suggestions

Testimonials from Current Key Assistants:

"I like being a KA because it gives me a mix of things to do and see with Best Agent Business. Working strictly with one or two teams would mean I may get only a narrow view of what happens here while being a KA allows me to see the big picture. I like to help make it happen for a client by putting the pieces together to help them free up their time and become more efficient. Plus, working a mix of team work and KA duties gives me plenty of variety so that I don’t get bored with any of the work."

"I enjoy the freedom of setting my own hours and choosing the work that I keep for myself. I would encourage someone to be a KA so they can take advantage of talking with a client and getting to know them and their business and feeling a satisfaction that you’re an important part of their team."

"The things I enjoy most about being a Key Assistant are interaction with the clients, the ability to be of service to them and that satisfied feeling you get from knowing you have just helped someone who really needed it. I look forward to my weekly calls with the clients and find that if we miss a call one week, I actually feel disappointed because I am interested in how their business is progressing and want to know what I can do to help. Being a KA is rewarding and satisfying and I encourage everyone to give it a try!"






"People often say that motivation doesn't last. Well, neither does bathing - that's why we recommend it daily." - Zig Ziglar
Chart for KA Wiki Page
Client Agenda Test for KAT's
Key Assistant - Developing Client Rapport
Key Assistant - Calling Kick Off
Key Assistant - Client Kick Off Calls
Key Assistant - Code of Conduct
Key Assistant - Cont. Training Month 3 - Proactive Marketing For Teams
Key Assistant - Database Management Kickoff
Key Assistant - Random Client Questions Conf Call
Key Assistant - Training Month 1
Key Assistant Cont. Training - Agenda Creation
Key Assistant Cont. Training - Beyond the Kick Off Call
Key Assistant Cont. Training - Getting to Know the Teams
Key Assistant Cont. Training - KA New Client Checklist
Key Assistant Cont. Training - Month 3 - Getting to Know the Teams
Key Assistant Cont. Training - Weekly Calls
Key Assistant Trainee - 30 Day
Key Assistant Transition - No Issues
Key Assistants - Being Proactive
Key Assistants - Dinner with Clients
Key Assistants - Lead Management Brainstorm
Key Assistants - Market Research Survey