Use tags that describe the next action
Use tags that describe the next action: draft, route, approve, protect, sensitive, or waiting on context. Tags should help a support role act without implying authority it was not given.
Define an escalation trigger for each tag
Define an escalation trigger for each tag. New commitments, confidential information, relationship risk, and ambiguous requests should remain visible to the accountable executive.
Sample the tags during a weekly review
Sample the tags during a weekly review. If the same message type is repeatedly escalated, clarify its rule or move it to a better channel.
Frequently asked questions
Should one assistant support the whole executive team?
Sometimes. It works when priorities are clear and executives share one operating rhythm.
What should happen before a consult?
List the meetings, inbox rules, recurring reports, and decisions that need support.
Ready to define the role?
Use a recent leadership week to scope the support that would make the biggest difference. The consultation is a working conversation, not a generic pitch.
Book a consultation