Read-only staging package. Nothing here is connected to live email, CRM, calendar, ads, or spend.
Link Index · H9
H9 — Day 9 homework
High-level Day 9 summary supplied as homework context for the final project.
The operator's job is to close loops, not merely answer email. Inbox Zero means every communication or promise you started is finished or assigned.
Gmail's open API makes it the most flexible processing hub. If the founder uses Outlook, migrate or forward to Gmail where possible; Spark is a fallback.
Shortwave adds sorting, persistent bundles, context-aware drafts, calendar actions, intent search, and To-Dos tied to the underlying thread.
For an overloaded inbox, choose a cutoff date and archive older mail in bulk. Maintain a founder-specific rule book where each new exception becomes a durable rule.
Calendar practices: time block, protect 60–90 minute deep-work blocks, mirror notes into events, color-code by type, add buffers, and batch similar meetings during a weekly review.
Confirm time zones out loud, use a second time zone or WorldTimeBuddy, send the actual invite, account for daylight saving changes, and check every relevant calendar.
Project management has four stages: Problem, Plan, Progress, Present. Define the real problem, assign owners and deadlines with resources, choose an update channel, then present the result first and reasoning second.
A Work Breakdown Structure turns a project into milestones, tasks, and subtasks. ClickUp terms are Workspace, Spaces, Lists, Tasks, and Subtasks.
Close projects with three questions: what went well, what did not, and what should become a rule. Turn the answer into an SOP with purpose, details, and a walkthrough.
Homework: practice real inbox and calendar work, draft a reply with a booking link, and create an SOP.
Relevance to the final project
Build the ClickUp breakdown, assign owner/deadline/status/priority, write the lead-magnet launch SOP, and present the final work with the Pyramid Principle.
