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The Ultimate Executive Assistant Toolbox

Worxbee

EAs will often have random projects that require them to collaborate with other departments - it’s essential to maintain those human connections. A Reliable System for Tracking Tasks We’re not going to suggest one “right” system for how you manage tasks. Trello - Trello is a kanban (cards) style of project management tool.

Calendars 122
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The Best Ways to Use CRM Forms

Jen Lawrence

These can be contracts, sub-agreements, questionnaires, lead capture forms, proposals, and more. Create a fillable form and type directly into it while on the phone with your client. Then you can save the form to their project privately for your records or send it to your client to contribute to. What do I mean by “forms”?

Forms 52
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Construction Work Ahead–Part 3 of 4

The Marq

You recall, I was doing Randy a favor by walking a job site, where I’d met up with a previous contact from a project, Angela. He’s not surprised about the project, nor how I am remembered. I let him know that I don’t want to cause any issues with him and using me in a proposal. into this, his cell phone rings and he answers it.

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Riding that Job Wave

Who's the Real Boss?

For example, if you started your career in admin, then moved into retail, then over to a sales role, then did a project role before landing your first proper EA role, it would be best to scrap everything before that first proper EA job. So treat it like a sales proposal on yourself. List the reason why you left.

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The Path to Chief of Staff Whitepaper

Admin Awards

Which three phone apps can you not live without? If you really think you want to do this role, you have to be ready to take on a number of projects and issues at any given time.” “After one particularly nightmarish project that I was left to do on my own, I stumbled across the Chief of Staff role and what it required.

AT&T 52