Instructions:
<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: 1. 2. 3.
| 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? | |
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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:
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