Organizing inboxes, responding to routine messages, flagging urgent ones, and drafting replies on behalf of the executive.
Scheduling meetings, avoiding conflicts, and ensuring the day flows smoothly.
Setting up meetings, preparing agendas, and summarizing key takeaways.
Crafting presentations, reports, and polished correspondence.
Booking flights, hotels, and transport with detailed itineraries.
Tracking receipts, managing reimbursements, and organizing budgets.
Keeping tabs on key projects, timelines, and deliverables.
Gathering data on market trends, competitors, or business opportunities.
Ensuring client or business records are updated and organized.
Sourcing, negotiating, and maintaining positive relationships.
Identifying bottlenecks and suggesting ways to streamline daily operations.
Acting as a bridge between the executive and the team, ensuring messages are clear and tasks flow smoothly.
Managing relationships with key stakeholders, ensuring they feel valued and supported.
Planning leadership events, team gatherings, or client meetings (virtual or in-person).
Managing the executive's LinkedIn or social presence to keep the profile active and engaging.
Assisting Visionaries, Integrators, and key leaders in staying aligned with EOS principles.
Ensuring weekly metrics are updated and accurate.
Prepare and follow up on Level 10 Meeting agendas, issue lists, and to-dos for all leaders.
Support in monitoring quarterly priorities and helping the visionary/integrator keep the leadership team accountable.
Helping capture and organize core processes (an EOS must!).