- Triage emails twice daily (morning and afternoon)
- Organize emails into four folders: "Action Needed," "Read Later," "If Interested," and "Follow Up"
- Proofread and edit all outgoing communications to improve clarity and accuracy
- Draft email responses for Executive's review using the 10-80-10 rule
- Handle both client communication and internal staff emails
- Act as a gatekeeper for Executive's calendar
- Implement and protect Executive's ideal weekly calendar template with blocked time for deep work
- Manage scheduling requests from staff and clients
- Ensure Executive's schedule adheres to his template approximately 70-80% of the time
- Account for Executive's in-person office time (2-3 days per week in Seattle)
- Consolidate insurance information
- Organize personal documents and digital records
- Create consent forms for medical appointments
- Manage outstanding personal administrative tasks
- Consolidate and back up important digital personal files securely
- Maintain organized digital folders for personal records
- Communicate daily via Slack with structured updates
- Help expand Notion usage for SOPs, documentation, and a lightweight CRM
SlackNotion