The Engagement Manager

habits and systems · tactic

Dictate a 30-second outline after each meeting, have an assistant draft the follow-up, and spend a few minutes at day's end reviewing and sending.

The idea

Patrick Ewers, an executive and relationship marketing coach, calls this role an Engagement Manager: a spin on the traditional virtual assistant, built to give the people in your network a better experience of you, at scale. Almost everyone agrees you should send a follow-up after every meeting, and almost everyone admits they do it half the time at best, because a good one takes 10-15 minutes to write. With an EM, your part shrinks to about a minute. Patrick has seen this one habit save people up to an hour a day.

How to do it

  1. As you walk out of a meeting, record a 30-second voice memo with the gist of what the follow-up should say.
  2. Your assistant polishes it into a proper email and leaves it as a draft.
  3. Before you log off, give the pile of drafts 2-3 minutes: tweak, approve, send.
  4. Hand over other back-office relationship work too: turning raw notes into stored notes and next steps, triaging incoming mail, drafting larger sends from your bullet points, and nudging you to stay consistent.
  5. New assistant? In my coaching we suggested three starter projects: organizing your email, buying gifts for your A-list, and following up with old leads.

Example

For much of my career an executive assistant drafted some of my email (and researched where to find decent matcha when I traveled). Every so often someone replied, "Did Zvi actually write this?" I'd jump in personally, sometimes by text, to confirm it was me.

Watch out for

Sources

Relatable: Relatable's delegated access lets an assistant work inside your account with their own login, so drafts and notes land where you'll review them. How-to: Manage someone else's account, Onboarding a teammate or assistant.

Related frameworks

Read next

By Zvi Band. Newsletter: Your Network Starts with You. Book: Success Is in Your Sphere.