DEFINE
Message your Dedicated Assistant to let them know that you want to be reminded of important events.
This could be anything from a conference, a birthday, an anniversary, a camping trip.
BUILD
Give a list of the events you want to be reminded of and set some instructions on whether you want to be reminded a couple of days before the event, the day before, or on the day itself. Also include where you want to be reminded(Messenger, Whatsapp, A specific channel on your Slack/discord)
You can also give instructions to remind you of additional information such as to make sure to buy a present or book a hotel.
MANAGE
Your VA will then put this into action by adding these events on their own calendar so that it doesn't block time from your business calendar and sending you reminders.
You can also create a separate calendar shared between you and your VA where they can add the reminders.
MONITOR
Have a recurring check with your VA to verify the system is working.
Your Dedicated Assistant then provides feedback on what's working and what's not working and report any other anomalies monitored.
IMPROVE
You can further improve this by setting up multiple channels on your Chat(Slack/Discord) communication platform.
Example: Creating channels for the following conversations
- Urgent Concerns
- Accounting
- Calendar
- To-Do List
- General Discussion
This will help further organize conversations between you and your assistant and will also help with prioritization and accountability.
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