Favorite workflow is a simple one

My favorite Town workflow is my Daily Meeting Prep Doc. Every evening around 9pm, Pearl (my assistant) builds a single doc for the next day’s external and candidate meetings. For each one, it pulls together:

  • who the person is
  • how the meeting came about
  • a few smart questions to ask
  • any relevant portfolio-company connections

…all from my calendar, email, and the web. I open one doc in the morning and walk into every conversation actually prepared, instead of scrambling between tabs right beforehand. As someone who runs a lot of back-to-back meetings, it has quietly changed how my days feel. It then follows up with email and action items and updates my tracker.

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