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Katrina Lee
Executive Operations Partner | Fractional EA for Founders
Executive Operations Systems for a Four-Principal Office
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10
Tiered scheduling system for one Director and three Deputies. Thirteen years, zero double-booking escalations, prep window moved from same-day to 48 hours.
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195
Small businesses want executive-level support without an executive-level salary. That math only works if the hours go further.
So, I documented the six workflows that eat the most admin time: meeting notes to action items, inbox triage, first-draft correspondence, travel research, fact-checked research summaries, recurring reports.
The important half is the guardrails. Anything sent in a principal's name, anything touching personnel or payroll, any final number in a deliverable, none of it runs unattended. AI drafts. A person decides.
This is what powers the KVAS service model.
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81
Leaders were walking into meetings cold because materials showed up minutes beforehand.
One page. Fixed sections. Issue, decision requested, background, positions in the room, risks. It closes with a single line: what we need from you.
The constraint did the work. One page forced the owner to decide what mattered before it ever reached the principal. Adjacent offices picked up the format without anyone mandating it. Illustrative recreation. No real records, agency or client.
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