Step 1: Give me all the details.

This is where you provide me with all of the information I'll need, like the best phone numbers for you, your typical schedule, the people you have in your inner circle, and your frequent flier account numbers. It's important that you fill out as much as you can -- it helps me start on the important stuff ASAP.

 

Step 2: Give me access to your Google calendar. (Watch below.)

Step 3: Give me your to-do list.

Yay! I'll review everything and make sure we're squared away.

Then, using your newly connected Google calendar, I'll schedule a call for you and I, to get any sensitive info, like credit card numbers and passwords.

I can't wait to get started.