<aside> <img src="/icons/bookmark-outline_orange.svg" alt="/icons/bookmark-outline_orange.svg" width="40px" /> Calendar Priorities
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<aside> <img src="/icons/bookmark-outline_orange.svg" alt="/icons/bookmark-outline_orange.svg" width="40px" /> Calendar Pain Points
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<aside> <img src="/icons/bookmark-outline_orange.svg" alt="/icons/bookmark-outline_orange.svg" width="40px" /> Calendar Preferences
Sample
Client overall calendar priorities:
| Pre-meeting prep | During the meeting prep | During the meeting prep | Post meeting prep | Notes | |
|---|---|---|---|---|---|
| Types of meetings | Meeting bio or agenda needed | EA needs to attend? | AI note- taker only | Any Action items? | |
| External Meetings | High-level Meeting Bio | EA Ana to attend for meetings when presentation is needed | Default (always Add Fathom inside the room) | Post meeting notes made by Ana (default) | Make the bio less text-heavy by highlighting the recent updatesFirst time meeting = defo need a bio |
| Internal Meeting | Simple meeting bio for people new to the org | Default (always Add Fathom inside the room) | AI auto summary will suffice for recurring 1:1Internal team meeting = summary made by EA Ana | ||
| Personal Meeting | N/A | ||||
| In-person meeting | High-level Meeting Bio for clients | ||||
| Focus groups | Know one thing about the room (details) / trivia! | EA Ana to attend (default) | Default (always Add Fathom inside the room) | Post meeting notes made by Ana (default) | Add details that allows Nathan to connect and build rapport with the attendees |
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<aside> <img src="/icons/bookmark-outline_orange.svg" alt="/icons/bookmark-outline_orange.svg" width="40px" /> Calendar Ideal Week
(post your client’s calendar here)
Criteria for success: “I want to be available for work/meetings no less than X hours per week.” “I pick up my kids from school every day; do not book me for anything between 3 and 4 p.m.” “I want to schedule a minimum of two date nights per month with my partner” “Meetings with Client X should always take priority over everything else.”
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