Hi,

Please send Monette and I (and future clients) a daily status report. Start organizing your status reports 20
minutes before your day ends.

The list must be in bulletpoints (use Gmail generated bp - click "A" while composing your email to open
up toolbar).

Use past tense. (Added, deleted, sent).

Indicate status of tasks that span more than 1 day to complete. (Completed, In Progress, To Start Next
Day)

Template below:

Email Subject: Company Status Report mm/dd/yyyy

Email Body:

Hi <client-first-name>,

I did the following tasks today:

Scheduling:

1. Added 1 contact into Salesforce

1. Joey Chen

2. Coordinated 2 meetings, sent Monette's availability

1. Justine Cross

2. Damien Stewart

3. Confirmed 4 meetings and added them to Monette's calendar

1. Tony Casey (4/20/15 at 3pm PT)

2. Justine Briggs (4/20/15 at 9am PT)

3. Cecilia Lopez (4/20/15 at 5pm PT)

4. Tim Heistner (5/1/15 at 6pm PT)

4. Added the following flights to Monette's calendar:

1. SFO-BOSTON (4/13/15)

2. Boston-SFO (4/13/15)

Research
 1. Universities in CA [add link to Google sheet] - Status: In progress

1. Added 30 contacts into the list (rows 10 through 39)

2. Tech companies in Arizona [add link to Google sheet] - Status: Completed

1. Total leads in the sheet: 100

Pending Tasks:

Please let me know if you have any questions. I appreciate your feedback.

Best,
[Assistant's Name]

Best,
Rochelle