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<aside> <img src="/icons/bookmark-outline_orange.svg" alt="/icons/bookmark-outline_orange.svg" width="40px" /> Table of Contents

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<aside> <img src="/icons/bookmark-outline_orange.svg" alt="/icons/bookmark-outline_orange.svg" width="40px" /> Client Preferences Template for Calendar

Calendar Preferences Sample

👉 Calendar Preferences Template (Duplicate This)

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🌎 Overview

Time is the most valuable and scarce resource that a client has. The EA is a partner focused on helping the client best utilize this resource.

It is the Executive Assistant’s role to help the client manage their time in ways that set them up to achieve to professional and personal goals. The EA can help them build and manage an effective calendar that revolves around their true priorities.

For this to happen, EA must determine their top priorities upfront so that their daily routine can be built around these. Once this is done, write down and program specific goals into a calendar, so the client can start practicing their ideal schedule (this is flexible and always subject to change, as needed).

🔖  Goals

Executive Assistant:

• The EA should develop a system that will save the client from having to go through or look for emails with regards to their schedules. Almost every task, event, and meeting discussed in the emails or other channels should be in the calendar.
• A client’s calendar should become his single source of truth where he can easily find his schedules and any information related to those. This helps them avoid context switching and wasting time jumping around different tools like emails, CRMs, etc.

Client:

• Identify the fixed parts/items of their life.
• Assign specific times for their non-negotiables such as sleep, exercise, date nights, weekly plannings, etc.
• Review and evaluate progress toward their ideal schedule.

📋  Process for getting client’s preferences

For both the client & EA