Case Study: Replacing a 7-Year EA Without Hiring a π¦
Moriah Bacus, CAPM, Fractional Chief of Staff
Stop Being the Bottleneck. Start Leading from Your Zone of Genius.
Weekly insights for coaches and consultants who are done being Chief of Everything... Every week, I share what I'm seeing in my Fractional Chief of Staff work - the patterns, the breakthroughs, the real strategies that help established founders stop being bottlenecks in their own businesses. You'll get frameworks, client stories, and practical approaches to clarity, capacity, and continuity. No fluff, just what actually moves the needle when you're scaling with a team.
"I think I need your advice so that I don't repeat the unicorn hire trap!"
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Sarah (name changed) had just received notice that her long-term EA was moving on. Jessica had been with her for seven years, handling everything from graphic design to CRM management to social media to client communications.
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Sarah's first instinct? "I need to find someone who can do all of this."
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Here's what makes hiring so stressful for most founders: Unless you came from an HR background, you're making high-stakes decisions without the training to make them well. You know you need help. You just don't know if you're hiring one person, two people, or building an entire team.
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Before I share what Sarah and I worked through together, let me ask you this...
Quiz: Is This One Role or Three?
Think about the role you're trying to fill (or have been avoiding filling) and answer these questions: β
1. How many of these skill categories does this role require? (Check all that apply)
π² Administrative/coordination
π² Writing/copywriting
π² Design/visual content
π² Technical systems/automation
π² Marketing/social media
π² Project management
π² Client-facing communication
2. How many different software tools or platforms will this person need to use regularly?
π² 1-3 tools
π² 4-6 tools
π² 7+ tools
3. Does this role require both:
π² Creative work (design, writing, content creation)
π² Technical work (systems, automation, coding)
4. Will this person need to:
π² Execute tasks you give them
π² Think strategically and make decisions
π² Both β β
Quick interpretation:
Checked 1-2 skill categories: This is probably one role β
Checked 3-4 skill categories: This might be 2 roles π‘
Marketing support (case studies, lead magnets, analytics)
Sarah's assumption: "I need to find one person to replace Jessica."β β
The reality: Jessica had been doing the work of 3-4 distinct specialists.
Here's what we did next.
How We Broke Down Sarah's "One Role"
I created a custom worksheet that walked through every responsibility from Sarah's original job description. We mapped each task across four critical dimensions:
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1. Required Skill Level: Entry, Intermediate, or Advanced? β2. Realistic for a Student? (Sarah was hiring through a student internship platform) β3. Could AI Handle This? (She was also implementing AI agents) β4. Priority Level: Must-have, Nice-to-have, or Can eliminate?
Here's what the worksheet revealed:
Role Decomposition Exercise
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When we broke down those 6 skill categories, we found:β β
Graphic design work required intermediate skills and took 10-12 hours/month just for social media alone (Sarah had no idea it was that much)
Technical systems work was currently being handled by two student interns on a project basis - not something the next hire needed to own
Executive admin could partially be automated with AI (though only ~1 hour/week, not the massive time-saver Sarah hoped for)
Project coordination was nice-to-have, not must-have for the immediate hire
The Scope Calculator
After identifying the must-haves, we did something most people skip: we calculated the actual hours.
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Student Core Focus (9.5 hours/week):
Social Media Management + Case Studies + Lead Magnets: 3 hours
The role fit within realistic student capacity (10-15 hours/week) - it wasn't overwhelming
The priority skill wasn't "can do everything" - it was graphic design
The Breakthrough Moment
Me: "When I look at these priorities, the common thread is visual work - formatting slides, creating social graphics, designing documents, choosing website photos. That requires someone with a good eye for design who's willing to use platforms like Canva and WordPress. The admin tasks? Those are easier to hire for separately if needed."
Sarah: "I'm not looking for a generalist who can do everything. I'm looking for a graphic design specialist who doesn't mind doing some admin?"
Me: "Exactly. And if you try to hire for 'everything,' you'll either get no applicants or the wrong applicants. But if you lead with design as the core skill and treat the rest as secondary, you'll attract the right person."
What Sarah actually needed:
Not a unicorn. Not even a "versatile generalist." β
A Graphic Design Specialist who:
Has a portfolio showing social graphics, slide decks, and web layouts
Is comfortable with Canva, WordPress, and social media scheduling tools
Ideally doesn't mind 2-3 hours/week of admin work alongside the creative work
Can work 10-15 hours/week (realistic for a student or part-time freelancer)
And if the design specialist wasn't interested in admin tasks? Sarah could hire a separate VA for just the executive support work - a much easier (and less expensive) role to fill than trying to find one person who excels at both creative and administrative work.
Was delegated to her existing student interns (who were already working on CRM/automation projects)
The Pattern I Keep Seeing
When someone has been in a role for 5+ years, they've usually grown into capabilities that weren't there on day one. They've learned your systems, your clients, your preferences. They've built institutional knowledge that has made them exponentially more valuable over time. β
You can't hire that on day one. β
What you can do is get clear on what the role actually requires today, break it into its component parts, prioritize ruthlessly, and make strategic decisions about how to cover each part. β
For Sarah, that meant leading with the skill that was hardest to replace (design) and finding creative solutions for everything else. β
That's not settling. That's smart hiring.
If you're in the middle of figuring out your next hire, hit reply and tell me what you're working with. I'm happy to give you some quick direction.
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Talk soon,
Moriah
P.S. If you missed the original article, you can read it here: The Unicorn Hire Trap. It breaks down why looking for one person to fill multiple specialist roles usually costs you more - in time, money, and team frustration.
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Stop Being the Bottleneck. Start Leading from Your Zone of Genius.
Weekly insights for coaches and consultants who are done being Chief of Everything... Every week, I share what I'm seeing in my Fractional Chief of Staff work - the patterns, the breakthroughs, the real strategies that help established founders stop being bottlenecks in their own businesses. You'll get frameworks, client stories, and practical approaches to clarity, capacity, and continuity. No fluff, just what actually moves the needle when you're scaling with a team.