CAA Bootcamp
What two things should you get from an external calling into the office and leaving
word? - answersLast name and best callback number
Phrases to use when asked about where your boss is - answers- Stuck on a conference
call
- Stuck in a meeting
What do you do to drop someone from the line? - answers- Show Details
- Make sure you drop the right person
- Unmute yourself
- Say "Line's clear"
In the event of an unknown caller, what do you do? - answersSay: "So sorry, ___ is in a
meeting. Why don't I give you my email since that'll be faster and I'll get back to you
ASAP?"
- Add contact to PS and write: "forwarded to email"
How do you update a timestamp on the PS - answersRight click the time
Who do you contact to add a client or add an agent to Roster? -
True/False: Leaving a voicemail counts as leaving word. - answersTrue
How do you book travel? - answers- Go to Concur and search the flights and confirm
with travel agent
, - Fill out the TA form
- Get department head approval
- Send to your assigned travel agent.
Where should you save your files? - answers- Box
What does LastPass do? - answersPassword management
What should you change when you are floating for someone? - answers- email
signature
- Jabber status
What information should you put in a contact card? - answers- Previous work history
- external asst's name
- past meeting details
- restaurant preferences
- birthday
What is the shortcut to categorizing emails? - answersCtrl + Shift + V
True/False: When entering things into the calendar, start on your (asst) calendar. -
answersFalse
- You should start on your boss' calendar and then copy to your calendar.
TIP: Trigger auto-reminders for 5/10/15 min
What things do you need to include when sending an email? - answersType of Request:
Attendees:
Topic:
Preferred Timeline:
Length of Time:
Avails:
Sample Subject Line - answersMTG TO SET: CAMI/ABE/ABBY re: BOOTCAMP
True/False: When you request to set the meeting, you send your avails first. -
answersTrue
What should you attach when you add the event to the calendar? - answersThe original
thread
TIP: Just drag and drop the email from inbox to the calendar event
True/False: Calls can be back to back. - answersTrue
After the meeting is confirmed, what should you do? - answers- Prepare materials
- Research the topics and assistants
What two things should you get from an external calling into the office and leaving
word? - answersLast name and best callback number
Phrases to use when asked about where your boss is - answers- Stuck on a conference
call
- Stuck in a meeting
What do you do to drop someone from the line? - answers- Show Details
- Make sure you drop the right person
- Unmute yourself
- Say "Line's clear"
In the event of an unknown caller, what do you do? - answersSay: "So sorry, ___ is in a
meeting. Why don't I give you my email since that'll be faster and I'll get back to you
ASAP?"
- Add contact to PS and write: "forwarded to email"
How do you update a timestamp on the PS - answersRight click the time
Who do you contact to add a client or add an agent to Roster? -
True/False: Leaving a voicemail counts as leaving word. - answersTrue
How do you book travel? - answers- Go to Concur and search the flights and confirm
with travel agent
, - Fill out the TA form
- Get department head approval
- Send to your assigned travel agent.
Where should you save your files? - answers- Box
What does LastPass do? - answersPassword management
What should you change when you are floating for someone? - answers- email
signature
- Jabber status
What information should you put in a contact card? - answers- Previous work history
- external asst's name
- past meeting details
- restaurant preferences
- birthday
What is the shortcut to categorizing emails? - answersCtrl + Shift + V
True/False: When entering things into the calendar, start on your (asst) calendar. -
answersFalse
- You should start on your boss' calendar and then copy to your calendar.
TIP: Trigger auto-reminders for 5/10/15 min
What things do you need to include when sending an email? - answersType of Request:
Attendees:
Topic:
Preferred Timeline:
Length of Time:
Avails:
Sample Subject Line - answersMTG TO SET: CAMI/ABE/ABBY re: BOOTCAMP
True/False: When you request to set the meeting, you send your avails first. -
answersTrue
What should you attach when you add the event to the calendar? - answersThe original
thread
TIP: Just drag and drop the email from inbox to the calendar event
True/False: Calls can be back to back. - answersTrue
After the meeting is confirmed, what should you do? - answers- Prepare materials
- Research the topics and assistants
