Quick Links:

[Client Name’s] Masterlist

Company Resources

Morning Routine:

• Manage shared inbox
• Manage personal email
• Manage calendar
• Manage household
• Remind to-dos for the day

Archive:

Tasks Archive

Aug 2025

Sep 2025

Oct 2025

Nov 2025

Dec 2025

Client Notes:

• April 10 - deadline of property taxes
• Daily Sync - follow ups throughout the day of any of his meetings, calendaring stuff - anything that needs to be moved, cancelled, anything from the inbox that are urgent, anything that needs to be added 1:1 agenda
• Ideal schedule for cleaning services: 10am-1pm
• No doctor appointments on Monday, or any super early appointments unless [client] approves
• 10-15 mins interval for one-hour meetings

Reminders/Follow-Ups:

• [ ] Remind [client] of upcoming birthday
• [ ] Remind [client] of mother’s day
• [ ] Remind [client] of passport renewal
• [ ] Follow up with [client] regarding proof of registration for [car]

Priorities:

• [ ] Book (8/15) flights for NY-LA - American Airlines, preferably late mornings
• [ ] Book co-working space in Brooklyn, NY for 8/19
• [ ] Make reservations at Gramercy Tavern NY for 8/20
• [ ] Reconfirm orthopedic appointment
  • [ ] Submit health insurance form

Non-Urgent:

• [ ] Plan New Year’s eve dinner with [client] and his family
• [ ] Research and make a Tokyo-Osaka itinerary around Jan 2026

Reimbursements:

• [ ] New York (Jul 18-22)
• [ ] Boston (Jul 22-25)