Level Up Talent Solutions

Executive Assistant

• Own and manage the CEO’s calendar, inbox, scheduling, meetings, and travel using AI scheduling and triage tools.
• Deliver a daily morning briefing summarizing the day’s agenda, overnight email highlights, key priorities, and any items requiring the CEO’s direct attention.
• Interact naturally with the CEO via text, voice memo, Teams, or email — capturing notes, dates, contacts, and action items from any channel and organizing them into a structured system.
• Attend key meetings (live or via AI transcription tools), capture notes, track action items, and ensure follow-through.
• Prioritize and filter communications to reduce noise and protect the CEO’s focus time.
• Set up, manage, and continuously improve AI assistant tools (e.g., Lindy, Microsoft Copilot, Fireflies) to automate email triage, meeting prep, follow-ups, and task extraction.
• Use AI tools to draft email replies, pre-meeting research briefs, and end-of-day summaries in the CEO’s voice and style.
• Track priorities, deadlines, and commitments across tools — surfacing what matters without the CEO needing to ask.
• Proactively research and recommend new AI tools, workflows, and automations that improve executive operations.
• Develop a working understanding of Narwal’s business, operations, key clients, and growth priorities.
• Act as a liaison for internal teams and external partners on behalf of the CEO.
• Coordinate across sales, marketing, delivery, and HR to keep initiatives moving.
• Support business development and client coordination activities with research and preparation.
• Handle expense reporting, travel planning, and personal administration with discretion.
• Coordinate complex travel arrangements including flights, hotels, ground transport, and itineraries (advanced).
• Support presentation creation using Microsoft PowerPoint, Copilot, Claude.ai for meeting prep, client decks, and internal reviews (advanced).
• Be the CEO’s trusted thought partner, someone who understands his work style, anticipates needs, and operates one step ahead.
• Develop deep familiarity with Narwal’s clients, culture, and decision-making dynamics.
• Protect the CEO’s time and energy by filtering distractions, solving problems independently, and knowing when to escalate vs. handle.

AI-Powered Executive Assistant

Appointment Setter

• Re-engage cold leads, no-shows, and unresponsive prospects through calls and SMS
• Identify intent and revive stalled conversations with confidence and clarity
• Qualify leads based on interest and readiness
• Book calls directly into the calendar with accuracy and efficiency
• Maintain consistent follow-ups using structured messaging and call sequences
• Ensure no lead is missed or left without a next step
• Update lead status, notes, and activities inside GoHighLevel (GHL) or similar CRM
• Keep the pipeline clean, organized, and actionable
• Represent the brand professionally across all touchpoints
• Adapt tone and messaging based on prospect behavior and responses
• Use calendars and CRM tools effectively to manage bookings and tracking
• Support improvements in follow-up workflows and messaging where needed