A post event follow-up or PEFU is what we do at the end of every task to ensure that everything went well. An example is to send a follow up message to your client 2 hours after a dinner reservation such as “I hope you had an excellent dinner at Gringo’s!”
How-to PEFU
A PEFU is where the task is completed however we can provide further actions such as sending a reminder, a follow up, or a nudge for feedback.
Start with a friendly greeting, recap the task or event in one sentence, ask for feedback and offer assistance the client may need moving forward.
Examples:
- Restaurant Reservation:
- I hope you had a wonderful time at the Gramercy Tavern! Do you want to explore any breakfast options for tomorrow?”
- Hotel Reservation:
- How was your stay at the Hilton Hotel? I hope you were able to get your well deserved staycation.
- Flight Booking:
- Welcome to New York! It’s been waiting for you.
- Research Task:
- Just wanted to touch base on my findings regarding vacation spots in the Philippines. Excited to hear your feedback!
Default Timeline for PEFUs
- Restaurant reservation: 2 hours after the reservation time
- Hotel reservation: 1 hour after check out time
- Flight bookings:
- Reminder to check-in: 1 week to 24 hours before onboarding (depends on the airlines)
- Same-day reminder: 3 hours before scheduled flight
- After arrival/PEFU: 1 hour after landing
- Research task: 1 day after deadline
- Appointment: 2 hours after appointment
Task Overview Template
Important Notes:
- Use bullet points instead of paragraphs in drafting your reports for easy viewing.
- Only the Task Overview field is required to be filled in.
- If you have any notable updates and further next actions to note, kindly include it in the Notable Updates and Next Actions fields accordingly.
- Task Overview
- Provide a brief description of your task. Include important information and details
- Goal for the task
- Date
- Location
- Important Links
- Due Date
- Provide a brief description of your task. Include important information and details
- Notable Updates
- Highlight any significant progress, changes or updates related to the task
- Pain points/bottlenecks
- Solution
- Pain points/bottlenecks
- Highlight any significant progress, changes or updates related to the task
- Next Actions
- List the specific steps or actions that need to be taken to move the task forward
- Include deadlines/priorities if applicable
Task Name: Research: Types of Buildings
Task Overview:
- Conduct research on different types of buildings and their architectural features.
- Goal: Create a comprehensive report highlighting various building types and notable examples.
- Due: 12/15/23
- Research doc: https://docs.google.com/document/d/1zMVU44KRLNOszMZ_JRErVsYzp0V_hsma8cq9J3_MOMM/edit
Notable Updates:
- Identified key categories of buildings: residential, commercial, institutional, and religious.
- Researched architectural styles: Gothic, Art Deco, Modernist, and Postmodern.
- Compiled a list of notable examples for each category and style.
Pain Points/Bottlenecks:
- Limited availability of information on lesser-known architectural styles or local buildings.
- Need to ensure accuracy and credibility of sources used.
Solution:
- Expand research to include books and academic papers on architectural history.
- Seek insights from local architectural firms or experts for unique or lesser-known building types.
Next Actions:
- Research residential buildings (single-family homes, apartments, townhouses)
- Explore commercial buildings (office buildings, shopping malls, hotels)
- Investigate institutional buildings (schools, libraries, government buildings)
- Study religious buildings (churches, temples, mosques)
- Compile information into a comprehensive report with notable examples and visuals by 11/14.
- Review and proofread the report, ensuring accuracy and proper citations
- Provide completed research to client by 12/15/23
- Follow up with client for feedback (PEFU)
- Notes
- The Key Notes section shows the added note by the client which includes general information about them and their preferences in terms of communication, tools, etc.
- Clicking the Add Note button allows the assistants to add a new note regarding the client or tasks by the client which may cover passwords or credentials for specific tools/platforms
- Clicking the three boxes for a specific note allows the assistant to delete or make edits for that specific note
- If Edit is chosen, assistants can edit the title of the note, contents, and choose whether they would want the client to see the note on their end or not. Assistants can also choose whether to mark the note as a sensitive note (usually applies for contents that have sensitive information) or not.