Basics to Admin Mastery

Most of us serve/have served as admins: we know how to schedule meetings, sift priority emails and, if you're a real unicorn, manage Zoom breakout rooms on multiple devices πŸ˜΅β€πŸ’«.

These basic tasks have become muscle memory for us – we just do it. But over time, this complacency can affect our critical thinking skills, turn our fresh eyes dull, and leave us fighting to catch up.​ Learning is forever, so here are some tips to polish the basics for a new, XCELERATED normal:

  • Read the Room (and the Calendar) – our intuition and foresight are superpower skills, and we can use this duo to progress on projects that the team doesn't even have the bandwidth to see yet. That, paired with an automated scheduling service, will streamline preparation long-term.

  • Run on Productive Ride Alongs - the infamous lyric, "Ain't about what's waiting on the other side, it's the climb" applies beautifully here. Use the driving time towards offsite meetings to plan conversations in advance, anticipate needs, and WOW prospects with #XtraMile insight.

  • Make Your Inbox Your Own - you probably scan your email 3+ times a day, and zero-focus on the chronological column to sift through spam, actionables, and more spam. But our email is a vital ecosystem, and it's important to build custom optimizations to prevent wasting time. Explore functions like 'Sweep' and 'Rules & Alerts' to create clarity and organization in your inbox.

We hope this basic advice will help you see yourself as a strategic business partnerβ€”someone who's truly valued for your unique skills and your ability to bring order to chaos. If you're a business owner juggling all this yourself, you're probably swamped and struggling to balance admin work with growing your business. Let us lighten your load.


This is a taste of our upcoming admin. roundtable discussion, which will center on PERFECTING the basics, on March 5th at The Table! Register below to learn from admins across DFW on valuable tricks-of-the-trade!

Fanni GamberoComment