Client Concierge Start Of Day

Start of Day:

• Send Start of Day Email
  • Send your start of day email to CoverDesk and your manager to alert them you are  ready for the day. 
• Scan Email For Important Updates (do not do your email) only handle important ones
  • This is designed to have you just take a glance at what has come in, create your tasks from incoming email and prioritize your work. 
• Scan Chats for Updates
  • Look for any direct or group chats that may impact your day. 
• Review the daily calendar for your and your pod
  • Review your meetings for the day
  • Review your Performance Partner Meetings for the day
  • Review any reporting meetings with your client base
  • Take notes and ensure you are ready to be on any meetings and score any meetings. If there are any outstanding items for clients that have meetings to today email your PP to add them to the agenda. 
• Review tomorrow's calendar for anything you need to be aware of for today
  • Take notes of anything pressing for tomorrow that we need to ensure  is handled today.
• Look out 4 weeks in advance for the day for any issues to tackle
  • Example if today is 7/15 you would look at the calendar for 7/22, 7/29, 8/5, 8/12 for any meeting conflicts, missing flight or travel time or holds that need to be cleared. 
• Go to Tasks - Client Concierge (Grab your tasks)
  • Scan and prioritize your tasks
    • High: Must be done this am set time to 8am 
    • Medium: Must be done today set time to noon
    • Low: Nice to be done today set time to 4:pm
  • Understand what tasks you need and raise your hand
  • Share any items that you need feedback from the PP - review all tasks for clarity. Do not wait until you start the task try to clear any questions out first. 
• Go to Eat the Frog Share your updates
  • Share your daily Big 3 and frog 

• Eat the Frog
  • Focus on your biggest priority first to get it done
• Tackle High Priority Tasks
• Then get into email