TRUSTED BY 85+ OWNER-LED BUSINESSES
A second center of gravity in your business.
With an Edge Executive Assistant.
What best describes your role?
Get matched with a full-time Executive Assistant built to pay for themselves.
Off your plate. Across the finish line.
What your Edge EA can own
This is more than inbox and calendar. Your EA follows work until it is done and paid, and they keep your week, and your life, from turning back into your job.
01
Revenue and follow-up
- Check new leads and follow up fast.
- Chase open estimates and the next decision.
- Keep the lead board current.
- Pull leads and estimates to done.
02
Operations and jobs
- Check sales-to-production handoffs.
- Keep scheduling and customer updates moving.
- Follow up on open jobs and owner projects.
- Cover the admin gaps so jobs do not stall.
03
Finance and collections
- Chase open invoices and missing paperwork.
- Confirm what is outstanding and who owns it.
- Nudge the next follow-up until money comes in.
04
Day to day
- Run email, calls, and calendar.
- Prep meeting agendas and notes.
- Send follow-ups and memos.
- Plan the weeks ahead from your priorities and constraints.
05
Owner's personal and life
- Keep personal travel, appointments, and family logistics from landing back on your workday.
- Handle the small life tasks that steal focus when you should be on the business.
- Give you a clean handoff so work and home are not the same pile.
A 60-second check
How well do you delegate?
Answer five yes-or-no questions. Be honest. This is not a test. It is a picture of whether you are still the one holding it all together.
0 of 5 answered
Highly aligned. Highly active.
Not just inbox and calendar
Edge Executive Assistants do not only process emails and manage a schedule. They are highly aligned and highly active with your company's mission, core values, and financially driven goals. They solve from core constraints, not from a task list that leaves you as the bottleneck.
Mission and values first.
They know what the company is trying to become, not just what landed in the inbox this morning.
The constraint, not the busywork.
They work the bottleneck that is slowing leads, jobs, or money in, then they keep it moving.
Goals you can see.
Follow-up, jobs, and invoices get to done and paid, against the numbers that matter, not against a pile of unchecked tasks.
Trained to think in workflows, scorecards, and constraints, not tasks.
The EA Operating System
We install the EA Operating System in two-week sprints
Your EA is not dropped in and left to figure it out. We install the system around them in sprints, then we stay in strategic coaching.
- 01
Workflow processes.
We map how customers, leads, estimates, jobs, and invoices move through the business today, then we put a clear path in place so your EA can run it.
- 02
Company scorecard.
A simple weekly check on what has to get done, so you can see the work without doing the work.
- 03
Meeting rhythm.
A regular time to review the scorecard, stay aligned, and keep the next actions moving.
How Edge Actually Works
Fractional COO
Designs each sprint.
Leads the install, runs owner meetings, designs each sprint, and coaches your Executive Assistant.
Executive Assistant
Pulls work to done.
Lives inside your business, runs inbox, calendar, follow-up, and the work of the sprints.
EA Operating System
They stand up together.
The workflow processes, company scorecard, and meeting rhythm they stand up together, with company intelligence around them, so the system stays.
How working with Edge works
- 01
AUDIT.
We learn how work moves through your business today.
- 02
MATCH.
We match you with a trained Edge Executive Assistant.
- 03
INSTALL.
We install the EA Operating System in two-week sprints, led with Fractional COO support.
- 04
LEAD.
You run the business from a scorecard while your EA pulls work to done.
- 05
COACH.
Strategic coaching stays ongoing, week after week.
Plus your Executive Assistant, backed by Edge.
How your EA is trained and coached
The Edge EA roadmap
We put your Executive Assistant through the EA Operating System install, then through ongoing academy training and coaching.
THREE SPRINTS
1 EA Operating System Install
TWO-WEEK SPRINTS
- 01
Workflow processes.
Map how the work moves through the business, then run it.
- 02
Company scorecard.
The reminder. Are we winning?
- 03
Meeting rhythm.
Time to review the scorecard and keep work moving.
2 Year One
BI-WEEKLY · RUN THE SYSTEM
- 01Lead Acquisition Strategy
- 02The Algorithm
- 03Pricing Strategy
- 04Sales Process
- 05Sales Script and Scorecard
- 06Q2 Planning (MBP)
- 07Role Definition
- 08Recruiting Channels
- 09Selling the Role
- 10Interview Process
- 11How to Run a Meeting
- 12Block Scheduling
- 13Q3 Planning (MBP)
- 14Activity and Alignment Review
- 15Accountability Conversation
- 16Cash and Collections
- 17Weekly Financial Review
- 18Playbook Rewrite
- 19Playbook Implementation
- 20Q4 Planning (MBP)
- 21Onboarding
- 22Team Training Cadence
- 23Quality Standard
- 24Annual Review (MBP)
- 25Annual Plan (MBP)
3 Year Two
BI-WEEKLY · INSPECT THE SYSTEM
- 26Brand Strategy
- 27Lead Acquisition Review
- 28Customer Journey
- 29Sales Training
- 30Sales Inspection
- 31Q2 Planning (MBP)
- 32Referral Channels
- 33New Hire Experience
- 34Interview Review
- 35Delivery Inspection
- 36Scorecard Review
- 37Team Block Scheduling
- 38Q3 Planning (MBP)
- 39Situational Leadership
- 40Accountability Review
- 41Financial Trending
- 42Current Constraint
- 43Delivery Playbook Review
- 44Admin Playbook Review
- 45Q4 Planning (MBP)
- 46Performance Review
- 47Onboarding Review
- 48Estimating Standard
- 49Annual Review (MBP)
- 50Annual Plan (MBP)
4 Year Three
BI-WEEKLY PERIOD
- 51Online Marketing
- 52Building Strong Teams
- 53Negotiations and Partnerships
- 54Team Performance Events
- 55Facilitation
- 56Q2 Planning (MBP)
- 57Advanced Selling
- 58Succession Plan
- 59Promoting From Within
- 60Leadership and Gratitude
- 61Emotional Capacity
- 62Priority Balance
- 63Q3 Planning (MBP)
- 64Critical Discussions
- 65Change Management
- 66Enterprise Leadership
- 67Span of Control
- 68Leadership Themes
- 69Career Reviews
- 70Q4 Planning (MBP)
- 71Professional Development
- 72Sales Development
- 73Production Development
- 74Annual Review (MBP)
- 75Annual Plan (MBP)
The owner decides direction. Your EA helps the work get done.
MBP = Quarterly and annual planning. Circle = Bi-weekly session.
After the install, our days stay in strategic coaching, ongoing. The system does not end when the last sprint ships.
You are not left to manage them alone
Your EA is backed by Fractional COOs, training, and a pod
An Edge Executive Assistant does not work in a vacuum. They have a bench behind them, so you do not become their manager.
During the install.
Our Executive Assistants are supported by our Fractional COOs through the sprint install.
Every week.
They are coached by our Fractional COOs weekly.
Every other week.
They are in a one-hour strategic training.
On the opposite weeks.
They are in small pods, working through core constraints with other Executive Assistants.
Proof
Built inside 85+ owner-led businesses
From roofing and restoration to law firms and accounting practices, Edge EAs sit inside real companies, not just inside inboxes.
85+
owner-led businesses
$2M+
recovered and saved
Before vs. after the install
Hometown Roofing, Omaha, NE
Read the Hometown Roofing storyOwner involvement
Before: Brett coordinated sales and production handoffs himself.
Jon runs the weekly sales and department scorecards, biweekly all-hands and memo system. Brett focuses on strategy and commercial partnerships.
Lead flow
Before: Heavy reliance on organic referrals and weather events.
Dedicated retail and insurance sales workflows plus local search ads, a referral partner portal and crew yard-sign playbooks.
Visibility
Before: Combined sales reporting without individual weekly rep scorecards.
Per-rep scorecards: leads assigned, inspections, estimates sent, win rate, revenue sold.
Having someone dedicated to operations and execution is more than I ever dreamed it would be. This ship is flying and sailing better than it ever has.
Edge Virtual Assistants at
We are serious about culture
A company of leaders, in all quadrants of life
All of our team members participate in a daily Core 4 challenge, where they stack small wins every day in body, being, balance, and business. A small workout daily. A short meditation. Investing in relationships that matter. Learning something daily. This is our 5 AM club. We are growing a company of leaders that show up in all quadrants of life.
Body.
A small workout daily.
Being.
A short meditation.
Balance.
Investing in relationships that matter.
Business.
Learning something daily.
Who we serve
If you're the one holding it all together, we're for you.
Owner-led businesses where the owner is the operating system.
For owner-led service businesses doing roughly $1M–$10M where the owner is still the operating system.
Trades and home services
- Roofing
- Restoration
- HVAC
- Plumbing
- Electrical
- Remodeling
- Landscaping
- Property services
- Deck builders
- Construction and trades
- Home services
Legal and financial
- Law firms
- Estate planning and legal
- Accounting firms
- Wealth management and financial services
Medical
- Medical offices
- Medical and aesthetics
- Radiology and diagnostics
Other
- Marketing agencies
- Fitness and coaching
- E-commerce and DTC
- SaaS and tech
- Education and info products
- Real estate
- Recruiting and staffing
- Professional services
Roofing & restoration
Your EA follows up on leads and estimates, keeps jobs moving, and chases invoices so work gets to done and paid.
Is Edge a fit?Home services & trades
Your EA runs the board: new leads, scheduled jobs, customer updates, and collections.
Is Edge a fit?Professional services
Law, accounting, financial. Your EA runs inbox, calendar, follow-ups, and the paperwork that stalls invoices and client work.
Is Edge a fit?Other owner-led businesses
If the owner is still the operating system, your EA becomes the second center of gravity for follow-ups, projects, and money in.
Is Edge a fit?85+
owner-led businesses
$2M+
recovered and saved
FAQ
Questions before you put work in someone else's hands
Edge Virtual Assistants
Be the owner. Not the bottleneck.
Install a profit-driven Executive Assistant as your second center of gravity, with the EA Operating System around them and a Fractional COO behind them. Leads, jobs, and invoices get to done and paid without you chasing every next step.
30 day money back guaranteeStart in 7 days