Using a checklist is a surefire way to hit a home run when preparing a meeting—even one at the last minute. Also, it's good to be friends with the IT people. If you sometimes have to ask them to pull a rabbit out of their hat and do something for you at the last minute, then make sure you take care of them with gift certificates from their favorite coffee shop.

Last-minute client meetings? No panic here. The key is leveraging relationships across the organization. As a C-suite EA, I’ve built strong connections with every department, so when these meetings pop up, I can tap into the right resources quickly. First, I review the client’s file to refresh key details, then reach out to my go-to contacts to ensure all materials are current and relevant. The real secret? It’s not just about prep—it’s about having a network you can rely on. That way, you’re always ready, no matter how last-minute the ask is!

In my case, as Credentialing Assistance, I would run into some legal issues in the clients past for which I need direction as to how to go about it.

Il faut rester le plus calme possible. être contente d’abord de cette visite du client lui parler naturellement. Lui expliquer qu’au vu de sa visite non prévue il y aura peut être des sujets que nous n’aurons pas le temps de voir ou qui resteront sans réponse le temps de faire les recherches nécessaires. Lui demander ce qui l’amène ici si il a besoin de voir des points qu’on a pu évoquer lors de notre dernier échange.