Our executive assistant handles all our scheduling and logistics. How do they interact with you and your team to coordinate our sessions and manage our Circle workspace?

Question

Tyler Smith · Accepted Answer

Your executive assistant plays a vital role in keeping our engagement running smoothly, and we treat them as a key partner in this process. Once we agree to work together, my team will coordinate directly with your assistant to schedule your full twenty-four month calendar of sessions. This includes lock-in dates for all quarterly and annual sessions well in advance.

Your assistant will also be given access to our shared Circle workspace. They will help manage the logistics of each session, ensuring meeting rooms are booked, food is arranged, and any pre-session materials are updated.

Between sessions, your assistant can help keep the leadership team on track by monitoring the workspace for completed homework and ensuring your weekly Level 10 Meeting™ agenda is updated with the outputs from our quarterly sessions.

By empowering your assistant to handle the logistics and administrative details of our engagement, we free up your leadership team to focus entirely on strategy, accountability, and execution. This collaborative setup ensures that no operational details slip through the cracks as we work to build your business and prepare for an exit.