Client Account Handover
Hand over a client account to a new internal lead — relationships, history, commercials, watchouts.
Curated, ready-to-adapt templates organised the way EAs actually work.
Hand over a client account to a new internal lead — relationships, history, commercials, watchouts.
Plan a year-end holiday party for customers — invitations, logistics, run of show, follow-up.
Announce a leader joining, leaving, or moving — with the right balance of warmth, fact, and forward-look.
Track every recurring meeting on the executive's calendar — purpose, owner, last review date.
Introduce a new vendor to internal teams — context, scope, primary contacts, what's expected from each side.
Standing audit committee agenda with the items that should appear every meeting and the rotating deeper dives.
A consistent note format for weekly leadership meetings so nothing falls through the gaps.
Wind down the office before a holiday period — clean, secure, prepared for return.
Hand a live project from one owner to another — status, decisions to date, in-flight risks, what's next.
Minute-by-minute run sheet for a black-tie awards evening — with category, presenter, winner, music cues.