Sample report
Meet your Top 3.
This is what lands in your inbox near the end of your search: three vetted finalists, their videos, and a fit analysis written for you. The business and candidates here are made up. The format is real.
Your Top 3
Executive Assistant (Remote)
Harbor & Pine Interiors
About this sample
A search for a design studio owner
Sample
Names, people, and businesses in this report are fictional. Real reports include working links to each finalist's resume, portfolio, videos, and recommendation.
How to read it
What you get for each finalist
Written for you
Every finalist is measured against the role you described, point by point, so you see why each one made your Top 3.
Backed by evidence
Each point ties to something real: a recorded interview, a skills test, a reference, or a work sample.
Ready for interviews
Watch the videos, read the notes, then use the interview guide that comes with your report. It has the same questions for all three, plus questions for each finalist.
Candidate 1 of 3
Andrea Reyes
9 years supporting US founders and creative studios
Relevant experience and skills
01Calendar and inbox management
Andrea managed the calendar and inbox for the founder of a boutique architecture firm for four years, including client walkthroughs, vendor calls, and travel. In her interview, she explained how she color-codes holds versus confirmed meetings so nothing gets double booked.
02Client communication
She drafted client updates and handled first replies to new inquiries. She described asking three clarifying questions before booking any consult: project type, timeline, and budget range. That habit fits your goal of only meeting with qualified leads.
03Project and vendor coordination
Andrea tracked orders, delivery windows, and installer schedules in Asana. When a shipment arrived damaged, she contacted the vendor, rebooked the installer, and updated the client the same day.
04Systems and SOPs
She built a shared SOP library in Google Drive for her last client so a second assistant could be trained in a week. You mentioned you want processes written down as you grow, and this is the strongest example of that in your Top 3.
Bonus skills
Canva and social posts
She creates simple Canva graphics and schedules posts. Useful if you want before-and-after posts handled.
QuickBooks basics
She has entered invoices and matched receipts. Not a bookkeeper, but helpful for clean records.
Professional background and journey
Educational foundation
Andrea holds a Bachelor of Science in Business Administration.
Professional experience
Andrea has 9 years of experience supporting US founders and creative studios, across Pacific and Eastern time zones.
Career progression
She started in customer service for a US retailer, then moved into remote executive support in 2017. Her last two roles were long-term contracts: four years with an architecture founder and three years with a wedding planner.
Personal strengths in the workplace
01Steady and thorough
Our internal assessment shows a careful, detail-first style. Her former client, a firm founder, said she "caught the mistakes before they reached the client."
Internal assessment + reference from a former client02Reliable without reminders
All three references rated her reliability as excellent. A former teammate described her end-of-day status note as something the whole team relied on.
Three references03Calm under pressure
Her assessment points to a calm, even approach. In her interview, she walked through a same-day reschedule for six people without losing her place.
Internal assessment + recorded interview04Asks before assuming
Her assessment shows a careful style. A former teammate said she asks clarifying questions before she starts a task, so nothing gets built on a guess.
Internal assessment + reference from a former teammateFrom your interview guide
Questions to ask Andrea
- 1You run on structure. How do you handle a week where your boss changes priorities every day?
- 2Tell me about a time you pushed back on a deadline. What did you say?
Candidate 2 of 3
Bea Marquez
6 years in client care and sales support
Relevant experience and skills
01First point of contact
Bea answered inquiries by phone, email, and chat for a home services company, handling about 60 contacts a day. She described how she turns a vague inquiry into a booked consult with a short set of questions.
02Sales support and follow-up
She managed a CRM pipeline in HubSpot, sent follow-up sequences, and booked consults for two sales reps. This lines up with your need for faster replies to new leads.
03Handling difficult conversations
In her interview, she explained how she calmed a client whose install was delayed: she listened, confirmed the new date in writing, and followed up the day after. Her references confirmed this is typical for her.
04Inbox triage
She uses labels and a daily triage routine to keep response times under four business hours. You said slow replies cost you projects, so this is worth asking about in detail.
Bonus skills
Bilingual writing
Bea writes clear, warm English and Tagalog. Helpful if you work with Filipino vendors.
Video editing basics
She edits short reels in CapCut. Optional, but a nice extra.
Professional background and journey
Educational foundation
Bea completed a certificate course in digital marketing in 2023 and is working toward HubSpot certification.
Professional experience
Bea has 6 years of experience in client care and sales support for US businesses.
Career progression
She started in a call center supporting a US telecom company, then moved into remote client care for a home services business in 2020. Most recently, she supported two sales reps as a sales assistant.
Personal strengths in the workplace
01Warm and easy to talk to
Our assessment shows a people-first style. Her former supervisor said clients asked for her by name.
Internal assessment + reference from a former supervisor02Quick to respond
Two references highlighted her speed and follow-through on open requests.
Two references03Upbeat with tough clients
In her interview, she stayed positive while describing a difficult client, and focused on what she did next.
Recorded interview04Thrives with clear goals
Her assessment shows she does her best work with clear targets. A former supervisor said she hit her weekly goals once priorities were written down.
Internal assessment + reference from a former supervisorFrom your interview guide
Questions to ask Bea
- 1Detailed project tracking is a big part of this role. Walk me through how you keep track of 20 open items.
- 2What kind of work drains you, and how do you handle a day full of it?
Candidate 3 of 3
Carla Dizon
11 years in operations and executive support
Relevant experience and skills
01Operations and process design
Carla ran day-to-day operations for an e-commerce founder for five years, including order issues, vendor payments, and reporting. She described rebuilding their order workflow in ClickUp, which cut missed follow-ups.
02Executive support
She managed calendars, travel, and board meeting prep for a busy CEO. She explained how she prepares a one-page brief before every important meeting.
03Tools and automation
She has built automations in Zapier and fixed broken ones. When an integration stopped syncing, she checked the records by hand, logged the issue, and contacted support with screenshots.
04Reporting
She prepared weekly reports in Google Sheets. You want a simple weekly snapshot of leads and projects, and she has built that before.
Bonus skills
Project management certificate
She completed a Google Project Management certificate in 2022.
Light bookkeeping
She has reconciled payments in Xero for a past client.
Professional background and journey
Educational foundation
Carla holds a Bachelor of Science in Industrial Engineering.
Professional experience
Carla has 11 years of experience in operations and executive support, and has worked with US clients since 2016.
Career progression
She started as an administrative assistant for a Manila-based logistics company. Her remote roles grew from admin support into operations management.
Personal strengths in the workplace
01Systems thinker
Our assessment shows an analytical, process-driven style. A former client said she "left every process better than she found it."
Internal assessment + reference from a former client02Independent
References described her as someone who runs with a project once she understands the goal.
Three references03Direct communicator
Her assessment shows a direct style. She will tell you when something is not working. Some owners love this; make sure you do.
Internal assessment04Needs the why
Her assessment shows she works best when she understands the reason behind a task. A former client said she asked about the goal before starting any new project.
Internal assessment + reference from a former clientFrom your interview guide
Questions to ask Carla
- 1This role starts with a lot of day-to-day admin before bigger projects. How do you feel about that?
- 2Tell me about a time a client did not take your process suggestion. What did you do?
Want a Top 3 like this for your business?
Your search starts with a discovery call. Bring the tasks you'd hand off tomorrow.
Book a discovery call