60
Day Program
10+
Hours Saved/Week
0%
Complete

Your Progress

0%
Foundation Quick Wins Automation Advanced

⚡ Essential Skills (Ongoing)

These aren't phases — they're foundational skills to develop throughout your onboarding.

👤

CEO Preferences Profile

Build a living doc of how the CEO works

🔒

AI Security & Confidentiality

What NEVER goes into AI tools

🗺️

Stakeholder Mapping

Know the players and relationships

🛡️

Gatekeeping & Time Protection

Protect the CEO's calendar

📊

Autonomy Ladder

Know when to decide vs. ask

Phase 1
Foundation
Days 1-10
  • ✓
    Shadow & Document
    Shadow CEO for 2 days, document all recurring tasks
  • ✓
    Office Dynamics AI Training ⭐
    Primary course — most practical for day-to-day EA work
    Office Dynamics AI Training →
  • ✓
    AI Literacy Foundations
    Free foundational course (optional supplement)
    Google AI Essentials →
  • ✓
    Internal Platform Training
    Learn the internal AI chat (email + calendar access)
  • ✓
    ChatGPT Setup
    Set up Plus account, create custom instructions
    Open ChatGPT →
  • ✓
    Task Inventory
    Complete task spreadsheet with AI potential ratings
Phase 2
Quick Wins
Days 11-25
  • ✓
    Email Triage System
    AI categorizes inbox by urgency, drafts responses
  • ✓
    Email Templates
    Build 10+ templates matching CEO's voice
  • ✓
    Meeting Prep Automation
    Auto-generate briefings with attendee info
  • ✓
    Meeting Summaries
    Transcription → summary → action items
  • ✓
    Follow-up Drafts
    Auto-draft post-meeting emails
Phase 3
Automation
Days 26-45
  • ✓
    Internal Chat Workflows
    Master email/calendar automations via internal platform
  • ✓
    VIP Monitoring
    Alerts for board, key clients, family emails
  • ✓
    Custom GPTs
    Build CEO Communicator, Meeting Prep, Decision Support
  • ✓
    Weekly Reports
    Automated compilation from multiple sources
  • ✓
    Travel Coordination
    Auto-parse bookings, create itineraries
Phase 4
Advanced
Days 46-60
  • ✓
    Daily Briefing System
    Calendar + email + news + metrics morning brief
  • ✓
    Proactive Intelligence
    Relationship reminders, news alerts, follow-up tracking
  • ✓
    Document SOPs
    Create playbooks for all automated workflows
  • ✓
    Measure & Report
    Track time saved, document wins
  • ✓
    Expansion Plan
    Plan rollout to other executives

🛠️ Your Tool Stack

💬

LeadsOnline Chat

Email, calendar, and workflow automation

Internal Tool
🎙️

LeadsOnline Notetaker

Meeting transcription and notes

Internal Tool
🤖

ChatGPT Plus

Drafting, research, brainstorming

$20/mo
🪟

Microsoft Copilot

Office 365 AI integration

Enterprise
📄

Claude Pro

Long document analysis

Optional

📝 Prompt Library

Email Triage
Categorize emails as 🔴 URGENT, 🟡 ACTION, 🔵 FYI...
Meeting Summary
From this transcript, create: 1. Executive Summary...
Research Brief
Prepare a briefing on [Name] from [Company]...
Email Draft
Write an email from [CEO] to [Recipient] regarding...

📚 Learning Resources

👥 Communities

🎯 Success Metrics

  • Day 10: Tools set up, AI foundations complete
  • Day 25: 5+ hrs/week saved, email & meetings automated
  • Day 45: 8-10 hrs/week saved, workflows mastered
  • Day 60: 10+ hrs/week saved, fully operational