Client Information
$25.00A single living reference for everything about a client, who they are, how they like to work, what tools they use, and the mistakes a new EA would otherwise make finding out the hard way.
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A single living reference for everything about a client, who they are, how they like to work, what tools they use, and the mistakes a new EA would otherwise make finding out the hard way.

A traveler profile that holds a client’s flight and hotel preferences once, and a trip log that tracks every booking from planning through confirmation, so nobody has to ask what seat they like for the fifth time.

A single reference for contracted hours, what’s logged, and a backup coverage plan, so a client’s engagement has somewhere to hold that information instead of nowhere at all.

A single bookmarkable sheet that indexes every document, tracker, and resource by type, category, and status, for the client who won’t navigate a folder structure no matter how simple it is.

A recurring-task tracker that surfaces a client’s actual cadence over the first few weeks, and links each task straight to the SOP or how-to video that explains it.