Evangeline — Pre-Briefing Form

About you

Your name and what you prefer to go by

Your role and company

What does your day actually look like? the real version, not the LinkedIn version

Current context

What are the 3 most important things on your plate right now?

Is there anything I should know that's time-sensitive? deadlines, upcoming trips, active deals

Access & setup

What phone number will you text from?

What time zone are you in?

What time do you want your morning briefing?

Calendar type

Google Calendar Outlook / Microsoft 365 Apple Calendar None / not needed

Preferences & boundaries

What topics are off-limits? family, specific clients, health — anything you'd rather not discuss

How do you prefer Evangeline to communicate?

Direct and brief Conversational Formal Flexible

What you're hoping for

What's the one thing you most want Evangeline to help with?

What would make you consider this a success after 30 days?

Your Evangeline pre-briefing