Email Management
• Review, categorize, and triage all incoming emails daily.
• Categorize emails into actionable buckets:
• Requires Immediate Attention: Flag for [Your Name]'s direct response.
• Scheduling/Coordination: Initiate calendar bookings or task delegation.
• Archiving: Organize emails that require no further action but need to be stored.
• When scheduling action items, ensure all relevant documents, links, and context are attached.
• Suggest improvements and better systems for email management proactively.
• Maintain a zero-inbox approach wherever feasible.
Operational Problem Solving & Support
• Identify operational or administrative issues independently and propose structured approaches for solving them.
• Research and suggest external contractors/freelancers (via Fiverr, Upwork, etc.) when specialized assistance is needed.
• Draft clear action plans for addressing operational gaps based on input from [Your Name].
• Handle light project management around small administrative tasks and initiatives.
Notes & Reports Management
• Organize and manage client conversation transcripts, primarily from Read AI outputs.
• Critically review AI-generated transcripts and summaries to ensure alignment with the true conversation context.
• Generate clear, concise, and useful meeting notes to be reviewed weekly.
• Prepare and organize client briefs and notes ahead of scheduled meetings.
• Maintain structured filing systems for easy retrieval and briefing before meetings.
Calendar Management
• Understand and align calendar management with [Your Name]'s working rhythms and energy levels throughout the day/week.
• Book meetings intelligently, avoiding "dead" slots or inefficient batching of activities.
• Consult with [Your Name] if any scheduling conflicts or suboptimal placements arise.
• Prioritize high-focus tasks during peak energy periods and lighter tasks during downtimes.
• Maintain a thematic and strategic approach to calendar management (not just slot-filling).
Content Creation and Scheduling (Light Touch)
• Convert raw materials (e.g., voice notes, raw video edits) into structured, LinkedIn-ready posts and carousels.
• Use AI tools (e.g., ChatGPT) effectively to assist with content generation where needed.
• Review historical posts to maintain brand voice and tone consistency.
• While video editing or heavy content production is **not mandatory**, ability to coordinate with freelancers for these tasks would be a plus.
• Schedule and organize posts when necessary.
• 12 posts per month (3x carousels, 3x long form, 3x videos)