HOUSE_OVERSIGHT_014012.jpg

2.54 MB

Extraction Summary

3
People
4
Organizations
1
Locations
1
Events
2
Relationships
4
Quotes

Document Information

Type: Internal instructions / standard operating procedures (sop)
File Size: 2.54 MB
Summary

This document appears to be a page from an operations manual for a virtual assistant working for an individual named 'Tim' (likely Tim Ferriss, based on references to the 'PX Method', 'Princeton', and 'Random House'). It outlines protocols for email privacy, handling persistence from declined invitations, calendar management, vetting speaking engagements (checking Alexa rankings and budgets), and specific template responses for product and event inquiries. The document bears a 'HOUSE_OVERSIGHT' stamp, indicating it was obtained as part of a congressional investigation.

People (3)

Name Role Context
Tim Principal/Subject
The person giving instructions or the subject of the assistant's work. Associated with Princeton, Random House, and '...
Virtual Assistant Recipient
Implied recipient of the instructions (referenced in item 40).
XXXX Various
Redacted/Placeholder names for contacts at Random House or for speaking requests.

Organizations (4)

Name Type Context
Princeton
Tim requests emails from Princeton alumni be marked specifically.
Random House
Publisher of Tim's book.
House Oversight Committee
Indicated by the footer stamp 'HOUSE_OVERSIGHT'.
eFAX
Used for viewing faxes.

Timeline (1 events)

April X and X, 20XX
Hypothetical event used in a template response.
Portland, Oregon
Tim

Locations (1)

Location Context
Used as an example location in a template response.

Relationships (2)

Tim Author/Publisher Random House
Mentions 'my publisher' and 'XXXX's replacement at Random House'.
Tim Alumni/Affiliate Princeton
Requests to mark anyone from Princeton for him to look at.

Key Quotes (4)

"Mark anyone from Princeton for me to look at (TIM label)."
Source
HOUSE_OVERSIGHT_014012.jpg
Quote #1
"Some people don’t know when persistent turns into plain irritating."
Source
HOUSE_OVERSIGHT_014012.jpg
Quote #2
"I get quite a few e-mails from readers who do not see the disclaimer on the PX Method mock-up page and thus attempt to order a product that isn’t ready to ship."
Source
HOUSE_OVERSIGHT_014012.jpg
Quote #3
"THIS E-MAIL IS NOT TO BE DISTRIBUTED OR GIVEN TO ANYONE."
Source
HOUSE_OVERSIGHT_014012.jpg
Quote #4

Full Extracted Text

Complete text extracted from the document (3,226 characters)

copied, of course, that’s a different story.
30. Tim’s address is XXXX. THIS E-MAIL IS NOT TO BE DISTRIBUTED OR GIVEN TO ANYONE. If you want to copy Tim on an e-mail, please use the BCC field, so that it remains private.
31. Mark anyone from Princeton for me to look at (TIM label). [Note: I’ve since had to modify this due to volume.]
32. If I decline someone and they persist, give them one more reply—“Tim appreciates the persistence, but he really can’t…” etc.—and then archive future requests. Use your judgment, of course, but that’s the general rule. Some people don’t know when persistent turns into plain irritating.
33. Please also create a rule to respond with “scheduled” for all items I send to be put in the calendar (when they’re put in the calendar). Missing calendar items can cause big problems, so this is a check and balance to confirm.
34. No need to follow up with someone after a call has taken place unless Tim instructs otherwise, or they request something from us.
35. Send all speaking requests to XXXX and ensure that he confirms receipt. (However, also see items 38 and 39).
36. Foreign language requests (i.e., purchasing rights, if the book is available in a particular language, etc.) send to [the appropriate person at my publisher].
37. XXXX’s replacement at Random House is XXXX.
38. Inquire with Tim first before booking any speaking gigs on a specific date, as he may be traveling.
39. When booking appointments in the calendar, be sure to also ask which topics they would like to discuss, and put them in the calendar description for Tim so he can prepare. Also be sure to ask for a backup phone number in case they are not able to reach Tim. [I almost always have people call me unless I am abroad, as this is another safeguard against missing appointments.]
40. Put initials in the subject line of calendar events so we know who (which virtual assistant) put the item in the calendar.
41. Prepare inquiries for Tim before sending to him for his review, i.e., get their Alexa ranking, possible dates of the event, a link to past events they have held, their budget, other confirmed speakers, etc. Then send this info to Tim for his review.
42. Respond to PX Method inquiries with the following response:
Hi [name],
Thanks for your inquiry about the PX Method, however the PX Method page is designed as just a template others can look at as a reference for testing their own product ideas.
We are not sure if or when Tim will offer the PX Method for sale, but there are no plans at this time. We appreciate your inquiry nonetheless. Thanks!
[I get quite a few e-mails from readers who do not see the disclaimer on the PX Method mock-up page and thus attempt to order a product that isn’t ready to ship.]
43. Download eFAX viewer to view Tim’s faxes. His fax number is: XXXX.
44. Event or speaking inquiries can be responded to as such:
Thanks for your e-mail and for your invitation to Tim. In looking at the event online, I see that the event is April X and X, 20XX in Portland, Oregon [for example]. Before I present this to Tim, could you answer a few questions for me, so we can make a more informed decision?
o - Would you like Tim to be at the entire event?
HOUSE_OVERSIGHT_014012

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