Sample work
CLIENT TASK & PROJECT TRACKER โ Goodness Abel, VA
Month: April 2026 | Client: ScaleRemote Inc. | Prepared by: Goodness Abel
#
Due Date
Status
% Done
1
Clean & organise CEO email inbox
Task / Description
Email Mgmt
Category
๐ด High
Goodness Abel
01 Apr 2026
โ
Done
100%
Archived 340 emails; flagged 12 urgent
2
Schedule April board meeting with 5 attendees
Calendar
๐ด High
Goodness Abel
02 Apr 2026
โ
Done
100%
Zoom link sent; calendar invites confirmed
3
Research 10 donor prospects for AU fundraiser
Research
๐ก Medium
Goodness Abel
05 Apr 2026
โ
Done
100%
Compiled into Google Sheet with wealth data
4
Prepare weekly executive briefing report
Reporting
๐ก Medium
Goodness Abel
07 Apr 2026
โ
Done
100%
Delivered PDF + editable Docs version
5
Update CRM database with 50 new contacts
Data Entry
๐ก Medium
Goodness Abel
09 Apr 2026
โ
Done
100%
Zero errors; all fields verified
6
Draft & send April newsletter (500 subscribers)
Comms
๐ด High
Goodness Abel
10 Apr 2026
โ
Done
100%
48.2% open rate achieved
7
Coordinate travel logistics for CEO (Lagos trip)
Admin
๐ก Medium
Goodness Abel
12 Apr 2026
๐ In Progress
75%
Hotel & flight confirmed; ground transport pending
8
Migrate 200 physical files to Google Drive
File Mgmt
๐ข Low
Goodness Abel
15 Apr 2026
๐ In Progress
60%
120/200 files migrated and labelled
9
Prepare Q1 performance summary slide deck
Reporting
๐ด High
Goodness Abel
18 Apr 2026
โณ Pending
20%
Awaiting Q1 data from finance team
10
Social media content calendar โ May 2026
Social Media
๐ข Low
Goodness Abel
22 Apr 2026
โณ Pending
0%
Briefing call scheduled Apr 19
11
Screen & respond to 30 vendor enquiries
Email Mgmt
๐ก Medium
Goodness Abel
24 Apr 2026
โณ Pending
0%
Templates prepared
12
Onboarding doc for new team member
Admin
๐ข Low
Goodness Abel
28 Apr 2026
โณ Pending
0%
To begin after file migration
6
63%
SUMMARY
Priority
Assigned To
Notes
WEEKLY SCHEDULE โ Week of 21 Apr โ 25 Apr 2026 | Client: Jordan Mitchell, ScaleRemote Inc.
All times in WAT (West Africa Time) | VA: Goodness Abel | Tools: Google Calendar ยท Zoom ยท Slack
MONDAY
21 Apr
TIME (WAT)
TUESDAY
22 Apr
WEDNESDAY
23 Apr
THURSDAY
24 Apr
FRIDAY
25 Apr
TYPE
NOTES / LINKS
8:00 AM
๐ง Email triage & inbox sort
๐ง Email triage
๐ง Email triage
๐ง Email triage
๐ง Email triage
9:00 AM
๐ Calendar audit & week plan
๐ Task review
๐ Report prep starts
๐ Donor research
๐ Weekly briefing draft
Focus Work
10:00 AM
๐ Team standup call (Zoom)
๐ CEO 1:1 prep
๐ Client check-in call
๐ Board mtg scheduling
๐ End-of-week sync call
Meeting
11:00 AM
๐ CRM data entry & update
โ Vendor email responses
๐ CRM data entry
โ Newsletter draft
๐ Weekly metrics update
12:00 PM
๐ฝ LUNCH BREAK
๐ฝ LUNCH BREAK
๐ฝ LUNCH BREAK
๐ฝ LUNCH BREAK
๐ฝ LUNCH BREAK
1:00 PM
๐ File migration (Drive)
๐ File organisation
๐ Slide deck prep
๐ File migration cont.
๐ Monthly wrap-up doc
Focus Work
Google Drive folder structure
2:00 PM
๐ Prospect research block
๐ Research cont.
๐ Slide deck cont.
๐ Task tracker update
๐ค Newsletter send & log
Focus Work
Wealth screening + LinkedIn research
3:00 PM
โ Follow-up emails & Slack
๐ Vendor call (15 min)
โ Draft exec correspondence
โ Stakeholder updates
๐ค EOW report to CEO
Comms
Response time target: under 2 hrs
4:00 PM
๐ EOD task log update
๐ EOD log & tomorrow prep
๐ EOD log update
๐ EOD log update
๐ EOW review & next week plan
Admin
Google Sheet tracker โ all tasks logged
Admin
Admin
๐ Admin / Operations
๐ Focus Work
Quiet focus block โ no interruptions
Zoom link: zoom.us/j/scalermote
EveryAction / Google Sheets update
โ
COLOUR LEGEND:
๐ Meeting / Call
Check overnight emails; flag urgents for CEO
โ Communications
EMAIL INBOX MANAGEMENT LOG โ April 2026 | Client: ScaleRemote Inc.
#
Date
Sender / Organisation
Subject
Category
Action Taken
1
01 Apr
Jordan Mitchell (CEO)
Q2 Strategy doc โ review needed
Urgent/CEO
Flagged + added to task list; reminder set for 2 hrs
2
01 Apr
Zoom (noreply)
Meeting recording available
Notification
Downloaded & filed to Drive > Recordings > Apr2026
3
02 Apr
Vendor โ TechSupply Co.
Invoice #4421 โ payment due
Finance
4
03 Apr
LinkedIn Notifications
15 connection requests pending
5
04 Apr
Client โ Amara Obi
Rescheduling Thursday meeting
6
05 Apr
Newsletter Platform
7
07 Apr
8
Response Time
Status
18 mins
โ
Handled
Automated
โ
Handled
Forwarded to Finance + logged in tracker; follow-up set
34 mins
โ
Handled
Social/Low
Accepted relevant contacts; declined spam
45 mins
โ
Handled
Calendar
Rescheduled via Google Calendar; new invite sent
12 mins
โ
Handled
Bounce rate alert โ 3 emails
Admin
Removed invalid addresses from list; updated CRM
1.2 hrs
โ
Handled
HR โ New Staff Enquiry
Onboarding checklist request
HR/Admin
Sent existing template; flagged for updated version task
25 mins
โ
Handled
08 Apr
CEO โ Jordan Mitchell
Urgent: Lagos trip โ book hotel
Urgent/Travel
Researched 3 options; sent comparison sheet within 2 hrs
1.8 hrs
โ
Handled
9
09 Apr
Google Workspace
Storage limit at 80%
Tech/Admin
Archived 4GB old files; alerted CEO; upgrade noted
50 mins
โ
Handled
10
10 Apr
Donor โ Mrs. Chioma Eze
Interest in major gift discussion
Development
Drafted warm response for CEO review; meeting proposed
40 mins
๐ Awaiting CEO
11
11 Apr
Slack (automated)
Weekly digest
Notification
Reviewed; flagged 2 action items for Monday
15 mins
โ
Handled
12
14 Apr
Unknown sender
Urgent: Wire transfer request
โ SPAM/Fraud
Marked spam; blocked sender; notified CEO of phishing attempt8 mins
๐ซ Blocked
13
15 Apr
Board Member โ Dr. Emeka
Agenda for April board meeting
Board/Urgent
Collated agenda items; sent formatted doc for review
2.1 hrs
โ
Handled
14
18 Apr
Canva (billing)
Subscription renewal โ $120/yr
Finance
Forwarded to CEO for approval with renewal note
22 mins
โณ Pending CEO
15
21 Apr
Press/Media โ TechAfrica.ng
Interview request for CEO
PR/Media
Logged; drafted holding response; awaiting CEO direction
30 mins
โณ Pending CEO
Total Emails: 15
Avg Response:
< 45 mins
INBOX SUMMARY
MAJOR DONOR PROSPECT RESEARCH โ Americans United Development Dept. | Prepared: Goodness Abel
#
Prospect Name
Organisation / Title
Estimated Capacity
Connection to AU
Best Contact Method
Giving History
Priority Tier
Recommended Next Step
1
Dr. Amara Osei
Retired Judge / ACLU Board
$50,000+
Previous AU event attendee
Personal email via mutual contact
Donated $10K in 2023
๐ด Tier 1
Personal letter from Executive Director + coffee
meeting
2
Blessing Okafor
CEO โ FinTech Nigeria Ltd.
$25,000โ$50,000
Alumni of AU legal workshop
LinkedIn + warm intro from board
member
First-time prospect
๐ด Tier 1
Send AU impact report; invite to virtual briefing
3
Emeka & Joy Eze Foundation Family Foundation
$100,000+
Values-aligned: religious freedom
Foundation grants portal
Gave $25K to ACLU in 2022
๐ด Tier 1
Submit Letter of Inquiry via foundation website
4
Prof. Ngozi Adeyemi
University Dean โ Law Faculty
$10,000โ$25,000
Cited AU case law in publications
University email
No prior giving to AU
๐ก Tier 2
Invite to intern speaker series; follow up with AU
mission brief
5
Mr. Tunde Fashola
Senior Partner โ Fashola & Co.
$15,000โ$30,000
AU newsletter subscriber (2 yrs)
Newsletter reply + LinkedIn
Occasional small gifts
๐ก Tier 2
Upgrade ask via personalised letter
6
Tech4Good Initiative
Corporate CSR Programme
$20,000โ$50,000
Overlap: civil liberties funding
CSR grants manager contact
Funds 3 similar nonprofits
๐ก Tier 2
Formal grant proposal โ deadline June 2026
7
Dr. Chidinma Obi
GP & Community Advocate
$5,000โ$10,000
Attended 2025 AU webinar
WhatsApp + Email
New prospect
๐ข Tier 3
Add to email nurture sequence; invite to next
webinar
8
Kelechi Madu
Social Entrepreneur
Shared AU content on LinkedIn
LinkedIn DM
No giving history
๐ข Tier 3
Engage on LinkedIn; share AU impact stories
$5,000