🧑‍🚀 Getting to Know [EXECUTIVE NAME]

🎯 Purpose: Give your EA the personal context to represent you well—family, key addresses, accounts, media, preferences, boundaries—so they can make thoughtful decisions without oversharing or guesswork.

👤 Owner: [EXECUTIVE NAME] 🧰 Maintainer: [EA NAME] 🗓️ Last updated: [DATE]

🔐 Security note: Store sensitive data in a password manager or secure doc. In Notion, link to that record instead of pasting secrets.

👨‍👩‍👧‍👦 Family & Inner Circle

Roles, names, how to reference them, and communication preferences.

• Partner/Spouse: [NAME] — prefers [NAME/NICKNAME]; contact: [EMAIL] / [MOBILE]; ok to loop in on: [TOPICS]
• Children:
  • [NAME, AGE] — school/daycare: [NAME]; pickup rules: [NOTES]
  • [NAME, AGE] — allergies/notes: [NOTES]
• Parents/Guardians: [NAMES] — best contact & time: [DETAILS]
• Key relatives / chosen family: [NAME → ROLE / LOCATION / CONTACT]
• Inner-circle friends/advisors: [NAME → CONTEXT / WHEN TO LOOP THEM IN]

Pronunciation guide: [PHONETIC NAMES]

How to refer to my family publicly: e.g., “my wife” not by name; “our kids,” not ages.

📍 Physical Addresses (mail & packages)

Keep exact addresses in a secure source; link here.

Default shipping rule: Use [PO/MAIL SERVICE] unless otherwise stated.

✉️ Email Addresses & Aliases