“Email is like laundry. It never ends, and if you ignore it, it piles up.”

— Unknown

Email Management

  • I categorize emails into Urgent, Important, Delegatable, and Archive.

  • I create pre-drafted email templates to quickly handle common inquiries or complaints.

  • I set up rules and filters to keep emails organized (e.g., VIP client emails are always marked as high priority).

  • I flag priority emails and draft responses for approval if needed.

I M P O R T A N T
I make sure there are efficient systems in place, but I also keep a close eye on things to make sure that important emails are never missed.

“You will never find time for anything. If you want time, you must make it.”

— Charles Buxton

Calendar Management

  • I ensure that high-value meetings take precedence while minimizing unnecessary ones.

  • I use tools like Calendly or Google Calendar to automate and integrate scheduling and prevent double-booking.

  • I create structured time blocks for meetings, deep work, and breaks to avoid burnout.

  • I add short breaks between back-to-back meetings to prevent overwhelm.

I M P O R T A N T
I review the CEO’s schedule in advance and send a daily agenda summary each morning (or the prior evening if they prefer).

“You do not rise to the level of your goals. You fall to the level of your systems.”

— James Clear

Project & Task Management

  • I use tools like ClickUp, Asana, or Trello to organize projects and deadlines.

  • I regularly check in to align priorities and deadlines.

  • I assign and track team tasks, ensuring accountability and follow-ups.

  • I automate repetitive tasks, reducing manual work.

I M P O R T A N T
The CEO must feel that they know what’s going on and that their goals and mission are being worked out.

Previous
Previous

My Tasks

Next
Next

My Tools