When you sell, market and deliver on your own, nobody keeps the list. Your chief of staff does: it reads your mail, calendar, meeting notes, LinkedIn and deals, hands each job to the right teammate, and tells you each morning what needs you.
Ask in plain words, in one conversation. Your chief of staff answers from your memory, or hands the job to the teammate who does that work, and the result comes back to the same conversation with who did what and where each line came from.
Every weekday at 7:00: what's overdue, what's due this week, who is waiting on your reply, which deals have gone quiet, and up to five next steps you can say yes to. Under 170 words, written for your phone.
Ask about a client, a deal or your week. It answers from your memory and names its sources.
Follow-ups go to Sales, posts to Marketing & content, promises and meetings to Inbox & calendar, project status to Projects. You can also @mention a teammate yourself.
In the same conversation, with a short note of who did what.
Anything waiting for your yes sits in For you, with the button to approve it.
Go through my inbox and my week.
What's slipping with Harbourline?
@Marketing, a post about the Clearwater win.
In the main conversation, from any screen.
Ask first is the default: every next step waits for your go-ahead. Sending, posting, paying and deleting always stay with you.
Stop being the only one who keeps the list.
Your chief of staff keeps it. You have the final say.