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!

Put 4+ hours back into your week.

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About the Author

Mallory Greer

Mallory Greer

After graduating from Wofford College, Mallory spent 10 years at Blackbaud, a global leader in software and services for nonprofit organizations, in roles ranging from Support to Renewals and Customer Success. After having her first child, she decided to move away from the corporate world and spent two years as an Executive Assistant at 33Vincent. Mallory joined the Base team in December 2019 as a Customer Success Manager. In her free time, Mallory likes to run and spin (she lacks coordination for organized sports), read, and explore her hometown of Greenville, SC (breweries, playgrounds and the like).