The 9am check in happens every morning Monday to Friday and is how we start our day.
You will need
Your calendar open and filled for the day
A paper and pen for notes
The administrative assistant initiates the call and calls Nick first at 9am.
Take Nick through your day and what you have scheduled
Take Nick through his schedule
After you go over the schedule with Nick, bring the Buyer Specialist(s) in to the call by adding in on your phone
Greeting / did the call successfully merge?
Ask Nick and Buyer Specialist(s): “Is there anything you need from me this morning?”
Take notes for reference and make necessary changes to day to accommodate added tasks
Ask Nick and Buyer Specialist(s) if they need anything from each other or if they have any updates
May need to take notes
Administrative Assistant gives any updates and assigns any tasks verbally and adds afterwards to monday.com if they are not already in the General To-Do board
Conclude the call and remind Nick and Buyer Specialist(s) of afternoon check in at 3pm
If it is the day of the Level 10 or Monthly Meeting, remind them both of the time
Begin your day!