• Own daily inbox triage aligned with Founder standards • Draft high-quality responses reflecting tone, context, and judgment • Identify what requires Founder input vs. independent resolution • Maintain a live tracking system of commitments, action items, and deadlines • Monitor follow-ups across team members, vendors, and contractors • Provide concise daily/weekly executive briefs • Manage calendar thoughtfully • Protect focus time and reduce context switching • Translate high-level context from the Founder into structured execution plans • Identify bottlenecks early and escalate with proposed solutions • Help document key workflows when helpful • Gradual expansion from support role to execution partner

• Manage calendar, appointments, travel, and scheduling • Coordinate personal errands, purchases, and lifestyle logistics when needed • Build structured schedules around events, conferences, and travel commitments • Act as a trusted right hand to reduce cognitive load for the founder • Join internal meetings, capture action items, and ensure follow-through • Track tasks across teams and proactively follow up on deadlines • Maintain structured reporting and centralized information flow • Bring clarity and organization across communications and workflows • Assist with budgeting, operational planning, and market research • Support e-commerce operations when needed (orders, customer flow, execution tasks) • Coordinate with team members across departments to drive progress • Ensure documentation, reports, and updates are clear, concise, and actionable • Manage executive inbox and prioritize communications • Draft responses and ensure follow-up on key threads • Maintain structured tracking of invoices, confirmations, and business correspondence

• New Patient Scheduling & Front Desk Support: Schedule 15–20 new patient evaluations per week, Manage appointment calendars and confirm upcoming visits, Handle appointment rescheduling and patient inquiries via phone and email, Coordinate closely with in-clinic staff to ensure timely follow-ups and documentation, Maintain accurate and up-to-date patient records • Insurance Verification & Authorizations: Verify insurance eligibility for 15–20 patients per week, Submit and track 10–15 prior authorizations per week, Update insurance details in the EMR and payer portals, Proactively communicate insurance requirements to the in-person team, Help ensure patients arrive informed and prepared for their visits • Administrative Support: Support daily clinic operations with data entry and documentation, Maintain HIPAA compliance across all patient communications, Communicate proactively with leadership to avoid delays or ambiguity, Contribute to a smooth, organized workflow for both patients and staff

• Meeting Output & Execution (Core Mandate): Attend all key meetings. Immediately draft concise notes (Decisions, Action Items), assign tasks in the project management system, and personally execute the maximum number of resulting action items, or rigorously track them until completed by the owner. • Strategic Research & Vetting: Conduct deep, nuanced research to identify and vet vendors, talent, partners, and personal services. Synthesize findings into clear, actionable recommendations for the CEO. • Communication Filtering: Act as the CEO’s Email Sentinel to hit Inbox Zero twice daily. Handle correspondence, draft communications, and produce a single, prioritized Daily Digest for the CEO. • Elite Travel & Logistics: Coordinate all travel arrangements, including flights, accommodations, and complex international itineraries. You are responsible for managing all moving pieces and ensuring seamless executive movement. • Operational & Financial Oversight: Manage the full lifecycle of vendors, track financial deadlines, assist with light financial audits, and organize necessary receipts and documentation. • Healthcare & Wellness Management: Handle personal wellness management, including scheduling fitness classes, coordinating healthcare appointments, and managing personal administrative tasks.