Checklist

• [ ] Check if there are any overlapping meetings
  • Determine priorities
  • Confirm with Executive
  • Change the ones that are less important
• [ ] Check if everything is color-coded for the week
  • Change colors for each meeting depending on the codes established
• [ ] Check that all meeting names/descriptions are accurate (Guide)
  • Determine a Subject Line structure
  • Make sure all meetings are properly named
• [ ] Confirm placeholders
  • Confirm with whoever is related to the placeholder
  • Change name/description or delete it
• [ ] Confirm attendance (Guide & Examples)
  • If declined: reschedule
  • If accepted: confirm if they are attending
  • If not answered: follow up or reschedule
• [ ] Check that each invite has the corresponding video link
  • Check that each meeting has a link
  • Confirm with Executive
• [ ] Confirm if preparations for the meetings are required
  • Check meetings with Top Clients/Key Advisors
  • Offer to create a Pre-Meeting Briefing (Notion Template / Google Template)
  • Create and share them prior to the meeting

Additional Information

Color Codes

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