Embedded Files
What
What
On this page you will find all information need to schedule a meeting with a client
Who
Who
Executive Assistant
When
When
Day-to-day operations
Where
Where
Google Calendar
Why
Why
Collaboration
Communication
Step 1: Check client's email for event date OR propose multiple dates and/or times
Step 1: Check client's email for event date OR propose multiple dates and/or times
Step 2: Check James' calendar
Step 2: Check James' calendar
Step 3: Inform client for availability
Step 3: Inform client for availability
NSERT TEMPLATE
James is available @ these times (list 3 times), do any of these times work for you?
Step 4: Once confirmed and/or requested, schedule meeting with client and put in James' diary
Step 4: Once confirmed and/or requested, schedule meeting with client and put in James' diary
include calendar invite to person James is meeting with
Step 5: For calendar invites, make sure to send them via James calendar
Step 5: For calendar invites, make sure to send them via James calendar
This will ensure that James is the meeting host in case EA is not around or not part of the meeting
Step 6: Enter meeting details in the calendar
Step 6: Enter meeting details in the calendar
Last Update Date: 19/06/23
Updated By: Lesley
Page updated
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