Guides for VAs & Marketing Assistants
Be the CMO's secret weapon
You keep the CMO organized, prepped, and on top of every client. These guides show you how to use Coppermind to manage meetings, action items, and client communications across all accounts - so nothing falls through the cracks.
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1
Following Up So the CMO Doesn't Have To
Following Up So the CMO Doesn't Have To Your CMO should never have to ask "did they send that?" - because you already know.
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2
Triaging What Gets Escalated vs. Handled vs. Queued
Triaging What Gets Escalated vs.
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3
Being the Second Set of Eyes in a Client Call
Being the Second Set of Eyes in a Client Call You're not just taking notes - you're reading the room.
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4
When a Client Emails 'Where Are We on X?' - How to Find the Answer Fast
When a Client Emails "Where Are We on X?" - How to Find the Answer Fast You can answer 80% of client status questions without bothering your CMO.
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5
Keeping the Meeting Agenda Alive Between Meetings
Keeping the Meeting Agenda Alive Between Meetings A meeting agenda isn't a document you create the night before.
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6
The Calendar Behind the Calendar
The Calendar Behind the Calendar Your CMO's calendar shows meetings.
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7
Building Templates and Systems from Your CMO's Patterns
Building Templates and Systems from Your CMO's Patterns Your CMO does things repeatedly that they don't even notice are repeatable.
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8
Feeding Coppermind What It Can't Find Itself
Feeding Coppermind What It Can't Find Itself Coppermind knows what happens inside client meetings and emails.
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9
The Personal Touch List
The Personal Touch List Relationships are built in the small moments.
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10
Reviewing AI Output Before It Ships
Reviewing AI Output Before It Ships Coppermind and Claude draft things.
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11
Being the Pulse of the Team
Being the Pulse of the Team You're the CMO's early warning system for team issues.
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12
Planning Events Your CMO Gets Credit For
Planning Events Your CMO Gets Credit For The CMO shows up to a perfectly organized client dinner, knows exactly where to sit, has a conversation starter for each guest, and the wine is the client's favorite.
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