The Extra Mile: Recurring Reminders

Sometimes it’s the small details that really wow your executive. Remembering an anniversary, reminding them to ask about someone’s new baby, or even scheduling a quarterly oil change in advance. 

You can automate these reminders for yourself using tools like Todoist, Asana, or even Google or Outlook tasks. From there, you can either add them to your executive’s task list, calendar, or weekly digest, or remind them in your weekly/daily check-ins.

Here are a few ideas to get you started:

  • TSA Known Traveler Number, passport, and driver’s license expiration dates
  • Family birthdays and anniversaries
  • Work anniversaries for direct reports
  • Oil change reminders/scheduling every 3 months
  • Dental reminders/appointments every 6 months
  • Spouse holiday reminders (2 weeks before Mother’s or Father’s Day, Valentine’s Day, etc.)
  • Monthly or quarterly check-in texts with friends or colleagues
  • Early preparation for quarterly board meetings
  • October or November reminders about holiday cards and gifts
  • Annual professional development or credential reminders

Save yourself some time later (and make a great impression on your executive) with recurring reminders!

About the Author

Crystal Esquivel

Crystal Esquivel

Crystal has served as an Executive Assistant to a variety of leaders, including CEOs, Chairmen, Executive Directors, and Founders. She has managed weeklong food events in multiple cities, authored two books about food in her hometown of Austin, Texas, and contracted to support chefs, photographers, and cocktail experts. Crystal is Chief of Staff of Base and is focused on building a strong and supportive EA community packed with resources and relevant content. She lives in Greenville, SC with her husband Justin and their little black cat.