<aside> ⚫ Here’s a sample of what I’ve delegated to my EA. I hope it inspires you on the types of areas your EA can take on.
</aside>
| Delegated | Area |
|---|---|
| Add all students in the Write of Passage cohort to my personal contact database + send a LinkedIn connection request | CEO |
| Clean up my Twitter lists | CEO |
| Create an organized coaching questionnaire for new clients | CEO |
| Create a list of VC funds that pay for founder therapy or coaching | CEO |
| Create social media and newsletter content from Q&As in Carnegie Mellon Session | CEO |
| Draft investor updates | CEO |
| Keep my list of personal and professional contacts updated in Airtable | CEO |
| https://www.christinecarrillo.com/blog/how-to-delegate-your-inbox | CEO |
| Prep for speaking engagement: create slides for how to start a business | CEO |
| Reminding Christine of any important task, event, etc. | CEO |
| Research and prep all meetings: Find who I'm talking to & why, interesting articles about them, company/fund they run | CEO |
| Send job offer agreements via HelloSign for execution on behalf of Christine | CEO |
| Send a LinkedIn request to people Christine met at the conference kick-off call | CEO |
| Transcribe call with Optum Health, Send summary and next steps to all meeting participants | CEO |
| Transcribe the talk I gave at Carnegie Mellon + record all Q&A into my database | CEO |
| TW analytics each day & update for all posts | CEO |
| Update CEO Coaching notes after each session | CEO |
| Write a memo to the team about the Company End of Year Holiday | CEO |
| Write a weekly update to communicate updates with our team on changes to processes or workflows | CEO |
| Create a draft email to everyone Christine met with yesterday | CEO |
| Send a LinkedIn connection request to anyone Christine has a meeting with | CEO |
| Draft monthly investor updates by pulling in all company data from across each team | CEO |
| Schedule board meetings directly with board members | CEO |
| Create content calendar | Marketing |
| Publish blog posts on Webflow | Marketing |
| Search for blog post images | Marketing |
| Add stock for new team members into captable.io | Operations |
| Change mailing address for Butlr Health with IRS & Secretary of State | Operations |
| Create and register a new LLC for Alice EA business | Operations |
| Create and update processes | Operations |
| Create employee stock purchase agreements | Operations |
| Create new employee forms in our Airtable Employee Operations database to automate onboarding | Operations |
| Draft and post new job openings | Operations |
| Draft and send reference letters for past employees | Operations |
| Draft Employment Offers | Operations |
| End Stock for Past Employees | Operations |
| Find and purchase liability insurance for Butlr | Operations |
| Follow Up with the IRS on Business Tax | Operations |
| Hire and train EAs for Alice EA | Operations |
| Make sure each team member drafts a “User Manual on Working with Me”. Track them somewhere everyone can easily access in Notion, and share them broadly. | Operations |
| Move us off of Jira and onto Notion for our engineering workflow | Operations |
| Place orders for birthday and Christmas gifts | Operations |
| Prepare business loan docs | Operations |
| Run payroll for contractors | Operations |
| Run payroll for salaried employees | Operations |
| Send me monthly operation reports that include updated financials | Operations |
| Setting up payroll for international contractors and employees | Operations |
| Transfer all data from Jira to Notion | Operations |
| Transfer all data from Monday to Notion | Operations |
| Update data in Notion | Operations |
| Update Team Guides in Notion | Operations |
| Call and follow up with the hospital bill we've already paid | Personal |
| Facilitate renewing my passport | Personal |
| Find COVID Testing, book the appointment and text me info | Personal |
| Find a housekeeper in Hawaii | Personal |
| Research and facilitate Visa for summer abroad | Personal |
| Make a Mammogram Appointment with a provider who takes my insurance, does 3D imaging and can see me this week | Personal |
| Order groceries to be delivered for the week | Personal |
| Refill prescription | Personal |
| Renew prescription at CVS | Personal |
| Research and book summer car storage | Personal |
| Research & book Airbnb for upcoming trip to Mammoth Lakes | Personal |
| Research & book mobile car wash | Personal |
| Research & book mobile pet groomer | Personal |
| Research & book movers to pack and move from California to Hawaii | Personal |
| Research & book pet boarding | Personal |
| Research banks for real estate mortgages in Hawaii that offer statement loans for self-employed | Personal |
| Research IRA for buying real estate | Personal |
| Research naturopathic doctors in Hawaii | Personal |
| Research real estate property | Personal |
| Schedule car maintenance with a Volvo dealer, and have them pick up and drop off the car | Personal |
| Set up all utilities for my new home in Hawaii to start on Jan 1 | Personal |
| Set up automatic payments to be charged on my credit card for all utilities and subscriptions | Personal |
| Help test algorithm changes on staging and production | QA |
| Get sales leads to insurers, enter into CRM | Sales |
| Get sales leads to SMBs, enter into CRM | Sales |
| Help Christine follow all sales leads (therapists, SMB contacts & insurer contacts) on social media: LinkedIn, Twitter, etc. | Sales |
| Respond to sales emails to book a meeting | Sales |
| Train new sales development rep | Sales |
| Transcribe sales call recordings + record customer questions in our database | Sales |
| Update Airtable Sales CRM with Mailshake data to include all email interactions | Sales |