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The Boardroom Playbook

Erin Meyer × Mindful Healing Works × April 15–18, 2026

Section 1a

Event at a Glance

The Loren Hotel, Austin, TX • 10 people including Brendon Burchard

Day 1 — Tuesday, April 15
Breakfast 7:30 AM
Opening 9:00 AM
Workshops 10:15 AM – 4:30 PM
All in Cielo Room, 8th Floor
Day 2 — Wednesday, April 16
Breakfast 7:30 AM
Opening 9:00 AM
Workshops 10:15 AM – 4:30 PM
All in Cielo Room, 8th Floor
Day 3 — Thursday, April 17
Breakfast 7:30 AM
Walk to Zilker Botanical Gardens 9:00 AM
Yoga 9:30 – 10:30 AM
Workshops 12:30 – 5:00 PM
★ GROUP DINNER 6:00 PM (prime networking)
Workshops in Cielo Room, 8th Floor
Day 4 — Friday, April 18
Breakfast 7:30 AM
Breathwork Opening 9:00 AM
Workshops 10:30 AM – 3:00 PM
Close Out 3:00 PM (shorter day)
All in Cielo Room, 8th Floor
Room Intel

Know Who's in the Room

Research-backed dossiers on confirmed key players. Follow everyone before you arrive. Like 2–3 of their recent posts. Don't DM yet.

Natalie Ellis
HOST — Founder & CEO, Boss Babe
@iamnatalie · 350K
@bossbabe.inc · 4M+

British-born, built Boss Babe into a $20M+ community of 100,000+ female entrepreneurs. Runs "The Société" — the world's largest membership for women founders. Builds everything on Kajabi (migrated her entire platform there). Angel investor in female-owned brands. Co-founder of Gloci (a wellness brand). Mother to two daughters — Noémie Harper and Romy Grace. Recently launched "CEO Mama" community focused on the identity shift of motherhood + business leadership.

CONVERSATION STARTERS

→ The Kajabi connection: "I built my entire business on Kajabi too — your story of migrating The Société over inspired me to go all-in on it. What made you finally commit to the platform?"

→ CEO Mama angle: "I love what you're building with CEO Mama. I see so many of my clients — women running businesses — struggling with that identity shift. How has motherhood changed how you lead?"

→ Podcast relaunch: "I'm relaunching my podcast and focusing on conversations with women who've built something real. I'd love to have you on to talk about what it means to build a freedom-based business from the operations side."

STRATEGIC ANGLE FOR ERIN

Natalie is your highest-value relationship in this room. She runs the community that curated this retreat. She's a Kajabi power user. She reaches 4M+ women — many of whom are exactly your target referral partner or client. Don't pitch. Instead, find the personal overlap: motherhood, wellness, building something mission-driven. She will remember the woman who saw her as a person, not a platform. The podcast invite is your strongest play — she already has the audience that would care about what MHW does.

Recent podcast topics: Why launches feel quieter in 2026, what AI is doing to the creator economy, building $100K/month with one offer, balancing maternity leave with business momentum
Brendon Burchard
FEATURED GUEST — #1 High Performance Coach, Investor
@brendonburchard · 1M+
Podcast: Progress Mode

3x NYT bestselling author (High Performance Habits, The Motivation Manifesto, The Charge). Founder & CEO of GrowthDay — the world's #1 personal development app. Early investor and advisor to Kajabi. Also invested in Circle, Community, VidApp. Runs ULTRA Masterminds with Lewis Howes ($25K–$50K events). Recently rebranded his podcast from "Motivation with Brendon Burchard" (1,000 archived episodes) to "Progress Mode" — focused on authentic conversations about real growth. Married to Denise. Passionate about health, biohacking, and wellness — lies on the floor multiple times a day to realign his back, has a deep morning journaling practice. Lives in California.

CONVERSATION STARTERS

→ Wellness + business bridge: "I built a practice around the idea that how you take care of yourself determines how you perform. You talk about high performance habits — what's the one habit that changed your health the most?"

→ GrowthDay angle: "I love what you've built with GrowthDay. We're doing something parallel in the therapy and wellness space — making personal development accessible at scale. How do you think about the line between wellness content and actual therapeutic work?"

→ Progress Mode relaunch: "I saw you rebooted the podcast as Progress Mode — I'm relaunching mine too. What made you want to archive 1,000 episodes and start fresh?"

→ Scaling brick-and-mortar: "Most people in this room build online businesses. I scaled two physical practices to 80–100 clients a day. I'm curious how you'd think about taking that model digital."

STRATEGIC ANGLE FOR ERIN

Brendon is the biggest name in the room — don't chase him. He gets pitched constantly. Your edge is that you're different from everyone else he meets: you run real physical practices, serve real people every day, and bridge the gap between wellness and business. He's deeply into health and biohacking — your MindSpa experience and wellness-forward approach to therapy will genuinely interest him. Talk to him like a peer who happens to run a different kind of high-performance practice. If the conversation goes well, the podcast invite ("I'd love to have you talk about the connection between health habits and performance on my show") is the natural next step. He is also a Kajabi investor — so any future digital products you build on Kajabi are in his ecosystem.

ULTRA events 2026: San Diego (March), New York (June), Huntington Beach (November) — with Lewis Howes. $25K–$50K+ price point.
The Other ~8 Women in the Room
WHAT WE KNOW ABOUT BOARDROOM ATTENDEES

The Boardroom is Boss Babe's most exclusive, invite-only event — approximately 10 women total, hand-selected by Natalie's team. Based on Boss Babe's audience and program tiers, expect the other attendees to be:

Profile: Female founders doing $500K–$5M+ in revenue. Most will be online business owners — course creators, coaches, consultants, agency owners, e-commerce founders. Many will be Boss Babe Société members or alumni of higher-tier Boss Babe programs.
Common characteristics: Social media savvy (10K–500K followers), likely Kajabi or similar platform users, building "freedom-based" businesses, interested in scaling without burnout, and navigating the "what's next" inflection point in their business.
YOUR PRE-EVENT HOMEWORK

1. Check Boss Babe's Instagram stories the week before — they often tag attendees or tease the event roster

2. Ask Natalie's team directly — "Would love to connect with the other women before we arrive. Is there a group chat or attendee list?" (This is normal for a $10K+ event)

3. Search #TheBoardroom or #BossBabe on Instagram around April 12–14 — attendees often post about packing or being excited

4. Once you have names — Google each person, find their Instagram, read their last 10 posts, and identify one genuine thing you can reference in conversation

UNIVERSAL OPENERS FOR UNKNOWN ATTENDEES

→ "What made you apply for this one? There are a million events — what was it about The Boardroom?"

→ "What's the one thing you're building right now that you're most excited about?"

→ "Are you in The Société too, or is this your first Boss Babe thing?"

→ "I run two wellness practices — I feel like the odd one out in online business rooms. What's your world?"

⚡ THE "ODD ONE OUT" ADVANTAGE

In a room of online business owners, you are the most interesting person there. You don't sell courses — you run two physical practices serving 80–100 clients a day with licensed therapists, medical providers, and a signature wellness experience (MindSpa). That's rare and fascinating to people who've never built anything offline. Lean into it. When someone asks what you do, don't try to sound like them. Sound like you.

Section 1b

Your Positioning — How to Show Up

Everyone in this room builds digital businesses. You built something real — two physical practices, a team of licensed providers, and 100 clients walking through your doors every single day. That makes you the most interesting founder at this table.

But don't talk like an operator. Talk like a founder who's creating a new category.

Three Rehearsable Versions of "So What Do You Do?"

THE QUICK ONE (10 seconds — breakfast, breaks, passing moments)
"I'm building a new model for mental health. We run two practices that serve about 100 people a day — but we're redesigning the entire experience to feel more like a wellness destination than a doctor's office."
Why it works: It leads with vision ("new model"), establishes scale casually ("100 people a day"), and creates curiosity ("wellness destination"). Nobody in this room has heard anything like this.
THE DINNER VERSION (30 seconds — seated conversations, Day 3 dinner)
"I run two practices — Mindful Healing Works and Elevate Your Mind. One is therapy and wellness, the other is personal development. Between them we serve about 100 clients a day. But what I'm really building is a new category — we created something called MindSpa that makes mental healthcare feel like a luxury wellness experience. I think the entire industry needs to be reimagined, and we're proving you can do it at scale."
Why it works: "New category" is the language this room speaks. Brendon created the "high performance" category. Natalie created "freedom-based business." You're creating "luxury mental wellness." That's founder language.
THE DEEP ONE (for Natalie, Brendon, or anyone who leans in and asks more)
"Here's what nobody talks about — mental health has a massive demand problem and a terrible experience problem. We get hundreds of inquiries a month. The demand is there. But the industry treats people like patients on a waitlist instead of humans in a vulnerable moment. I decided to fix that. We built MindSpa, which is a signature experience that makes people actually want to come back. We redesigned the space, the intake, the follow-up — every touchpoint. And now I'm looking at how to take what we've built physically and extend it digitally. That's the next chapter."
Why it works: The "extend it digitally" line is your bridge to this room. Every person here builds digitally. When you say you're bringing a proven physical model online, their ears perk up — that's a conversation they want to be part of. Brendon (Kajabi investor, GrowthDay founder) and Natalie ($20M on Kajabi) will both lean in here.

Power Phrases to Drop Naturally

These aren't scripts — they're ideas to weave into real conversation. The right phrase at the right moment makes people remember you.

"We're creating a new category — luxury mental wellness"

"100 clients a day, two locations, and we're just getting started"

"I think mental health is where fitness was 15 years ago — right before it became a lifestyle brand"

"MindSpa is what happens when you design mental healthcare like a hospitality experience"

"Most people in this room build online-first. I built something physical that actually works — now I'm figuring out what the digital version looks like"

"We don't have a demand problem. We have an industry that doesn't know how to meet the moment"

Section 1c

What NOT to Do

Don't lead with "I'm a therapist" — lead with "I own two practices"
Don't use medical language (say "offerings" not "services," say "clients" not "patients")
Don't downplay the scale — 80–100 clients/day is MASSIVE. Own it.
Don't pitch. You're not there to sell anyone therapy. You're there to build relationships with people who can amplify your brand.
Don't sit in the back. You don't have to be center of attention, but sit at the table, not behind it.
Section 1d

The 4-Day Relationship Strategy

This isn't a conference with 500 people. It's 10 women in one room for 4 days. You will eat every meal together, do yoga together, sit through 30+ hours of workshops side by side. You don't need a networking "strategy" — you need a relationship arc.

0
Before You Arrive (April 12–14)
Do your research. Review the Room Intel dossiers above. Follow Natalie (@iamnatalie) and Brendon (@brendonburchard) on Instagram. Like 2–3 recent posts — nothing aggressive, just get on their radar.

Get the attendee list. Email Natalie's team: "I'd love to connect with the other women before we arrive — is there a group chat or attendee list?" This is standard for a high-ticket intimate event. Once you have names, look up each person, find one genuine thing to reference in conversation.

Set your intention. You're not going to close deals. You're going to build 3–5 relationships with women who will remember you 6 months from now. That's the only metric that matters.
1
Day 1 — Be Warm, Not Impressive
Breakfast (7:30 AM): Arrive on time. Sit next to someone you don't know yet. Ask questions first — "What are you building?" and "What made you say yes to this?" People remember who was curious about them, not who had the best elevator pitch.

Opening session + workshops: Contribute in the room. When a topic resonates, share a real story from your practice. Don't perform — just be the woman who runs something real and has perspective nobody else has.

Breaks: This is where real conversations start. Use the Quick Version if someone asks what you do. But focus on listening. Let them talk. Remember details.

After Day 1: DM anyone you connected with: "Really loved what you shared today about [specific thing]. So glad we're in this room together." One line. Warm. No agenda.
2
Day 2 — Go Deeper with Your People
By now, you'll feel the natural pull. There will be 2–3 women you genuinely click with. Sit near them. Go deeper during lunch. This is where the Dinner Version lands naturally — they'll ask you to tell them more.

With Brendon: If you haven't had a real conversation yet, find a break or meal moment. Lead with the wellness/health angle — not business. He's obsessed with performance, biohacking, morning routines. Your MindSpa concept will genuinely fascinate him. (See his dossier above.)

With Natalie: She's hosting and facilitating — don't monopolize her time. But find one genuine moment to connect personally. Motherhood, the identity shift of being a founder, wellness. She'll notice the woman who treats her like a person, not a platform.

After Day 2: Same DM play. But now you can be more personal — reference an inside joke or a moment from the day.
3
Day 3 — The Golden Day (Yoga + Dinner)
Zilker Botanical Gardens yoga (9:30 AM): This is the most unguarded moment of the entire retreat. You'll be outside, moving, breathing together. No business talk needed. Just be present. The conversations that happen walking to and from yoga are where real bonds form.

Group dinner (6:00 PM): This is your highest-leverage moment of the entire event. Four days of context, shared experiences, and trust — and now you're at a beautiful dinner together. This is where you can casually mention the podcast relaunch: "I'm relaunching my podcast this summer. I want to have conversations like the ones we've had this week." Let that land. Don't ask anyone to be a guest — just plant the seed. They'll volunteer.

After dinner: Get a group photo. Get 1:1 photos with people you've connected with. Your EA will turn these into content gold.
4
Day 4 — Close with Intention
Breathwork session (9:00 AM): Emotional. Vulnerable. This bonds people fast. Be open to it.

Final workshops (10:30 AM – 3:00 PM): Shorter day. People start thinking about leaving. Use the last break to have your closing conversations with your top people.

The Close (before 3:00 PM): With every person you want to stay connected with, exchange real contact info — phone number, email, not just Instagram. Then say something specific: "I want to stay in your world. I'm going to send you something next week that I think you'll love." Then send the right thing (see the Send Matrix below).

The ride home: Voice-memo everything while it's fresh. Who you connected with, what they're building, what you promised to send, ideas that came up. Your EA transcribes this and it becomes your follow-up playbook.
THE INVISIBLE RULE

In a room of 10 people for 4 days, everyone can sense who's performing and who's present. The women who win in these rooms aren't the loudest or the most polished — they're the ones who are genuinely interested in other people and confident enough in their own story to let it come out naturally. You built something none of them have built. You don't need to convince anyone. Just tell the truth about what you're doing and let the room come to you.

Section 1e

The Bigger Plays — What to Send & When

When you say "I'm going to send you something next week" — here's exactly what you send. The key: every follow-up should feel like a gift, not a pitch. These women get pitched every day. What they don't get is someone who follows through with something thoughtful and personal.

The Send Matrix — Match the Person to the Play
If they serve an audience that could benefit from mental wellness →
Send the Partnership Overview — a premium one-pager showing who you serve, the MindSpa experience, and how you collaborate with aligned brands. Don't lead with commission numbers. Lead with the vision: "After our conversation, I kept thinking about the overlap between your audience and what we're building. I put together a quick overview of how we work with partners — I'd love your take on whether this resonates." The referral structure (10% or $500 flat) is on the document — let them discover it. The conversation should feel like two founders exploring alignment, not a sales pitch.
If you genuinely connected and they have a powerful story →
Send a Podcast Guest Invite: "I'm relaunching my podcast this summer — conversations with women who are actually building something, not just talking about it. Our conversation about [X] is exactly the kind of thing my audience needs to hear. Would you be open to being a guest? No prep, no script — just a real conversation like the one we had at dinner." This is a give, not an ask. You're offering them a platform and an audience. And when they inevitably say "you should come on mine too" — that's the real win. Cross-promotion with people at this level changes your reach overnight.
If you want to stay in their orbit but there's no clear play yet →
Send a personal value-add email — a resource, a book you discussed, an introduction to someone in your world they'd benefit from meeting. The most powerful move at this level is giving without asking. End with: "No agenda — just thinking about our conversation and wanted to share this. Let's find a time to connect next month." In 30 days, follow up. These slow-burn relationships are often the most valuable ones.
Three seeds to plant during the event
1. Strategic Partnerships (Not Referral Commissions)
Reframe this in your mind: you're not looking for people to send you referrals for a commission. You're looking for aligned founders whose audiences overlap with yours. Every woman in this room influences thousands to millions of people — many of whom are high-performing women who could benefit from what MindSpa offers. Position this as a partnership between brands: "I think there's something interesting we could do together." That's a very different conversation than "I'll pay you $500 per referral." The Partnership Overview handles the specifics — your job at the event is to make them want to explore it.
2. Podcast Relaunch with First-Season Dream Guests
These 10 people — including Brendon Burchard — could be your first-season lineup. That's not a podcast relaunch, that's a debut. During conversations, mention it once, casually: "I'm relaunching my podcast this summer — real conversations about building something meaningful." Don't ask anyone to be on it at the event. Let the idea marinate. The formal invite lands in the follow-up email the next week, and by then it feels like a natural next step because they already picture themselves on it. If even 3 of these 10 people say yes, your podcast launches with more credibility than 99% of shows in your space.
3. Content + Social Cross-Pollination
The combined Instagram reach in this room is likely 5M+. Get content together — group photos, Stories, location tags at The Loren. After the event, post a recap carousel: "4 days with 10 incredible women — here's what I walked away with." Tag every attendee. Tag @bossbabe. Tag @thelorenatx. When Natalie (4M+), Brendon (1M+), and others reshare or comment, your brand reaches their entire audience organically. Your EA can turn this single event into a full week of content — carousel, Stories, podcast teasers, quote graphics from things you learned. One event, 10+ pieces of content.
Section 1f

Content Capture Checklist

Section 1g

Post-Event Follow-Up (Within 48 Hours)

1. Same evening (Day 4)
DM every attendee from your hotel room before bed: "What an incredible few days. So glad I got to spend this time with you." Short. Warm. No ask.
2. Within 48 hours
Post a recap on Instagram (Story + Feed post). Tag every attendee. Tag @bossbabe. Tag @thelorenatx. Your EA can draft the carousel copy from your voice notes — "4 days with 10 incredible women — here's what I took away."
3. Within 1 week — THE REAL PLAY
Send the personalized follow-up to your top connections. Use the Send Matrix from Section 1e — match the person to the play:

Referral fit? → Send the Partnership Overview with a personal note.
Podcast fit? → Send the guest invite email. Keep it short and flattering.
Stay-in-touch? → Send a valuable resource + "let's connect next month."
4. Within 2 weeks
Have your EA add every contact to your CRM with notes: who they are, what you discussed, which follow-up you sent, and the next touchpoint date. This is the system that turns one event into a network.
5. Ongoing (EA manages this)
Engage with their content weekly — comment, like, share, reshare Stories. Stay visible in their world. EA should flag any opportunities (they mention needing therapy referrals, they're launching a podcast, they post about mental health). That's your cue to re-engage.
6. 30-Day Check-In
One month after the event, send a personal email to your top 3 connections: "It's been a month since Austin and I'm still thinking about [specific conversation]. How's [thing they were working on] going?" This is the touchpoint most people skip — and it's the one that separates a real relationship from a business card in a drawer. Have your EA set calendar reminders for this.
Section 2

EA Scope of Work — Athena Onboarding Prep

You're onboarding a virtual EA through Athena. Get prepared for the onboarding call so you know exactly what you need. You love being part of big projects, and this one is yours.

"Your EA is your external hard drive — not your replacement. You stay in the room for the big stuff. She makes sure nothing falls through the cracks between rooms."
Section 2b

What Erin Keeps (Vision + Decisions)

Final approval on all client-facing messaging and brand voice
Attending key strategy sessions (Salesforce build, marketing reviews, team meetings)
Creative direction on social media content
Relationship management (networking events, referral partners, key clients)
Compliance decisions (HIPAA, CARF, hiring therapists)
Big-picture vision and goal-setting
Section 2c

What the EA Handles (Execution + Daily Ops)

Inbox & Calendar
Email triage—flag urgent, archive noise, draft responses for Erin to approve
Calendar management—scheduling, rescheduling, blocking protected time
Meeting prep—pull agendas, notes, and relevant docs before each meeting
Social Media
Post scheduling and publishing (Erin provides direction/content)
Community management—respond to DMs and comments per Erin's voice guidelines
Repurpose content from events, podcast, meetings into social posts
Track engagement metrics weekly
Marketing & Content
Newsletter building and scheduling (EA drafts, Erin approves tone)
Email template formatting and loading into systems
Blog post drafts from Erin's voice memos or talking points
Coordinate with marketing agency (or replacement) on deliverables
Operations & Admin
Meeting notes and action item tracking (EA should be in every key meeting)
Follow-up hounding—chase people for deliverables on Erin's behalf
Document organization (Google Drive, shared folders, templates)
Vendor coordination (scheduling calls, collecting quotes)
Internship program coordination and outreach
Research tasks (event logistics, vendor comparisons, hiring platforms)
Project Support
Salesforce task monitoring—flag items for Katie and Erin to review
Track project timelines and flag delays
Organize and distribute team briefs (like the ones Caleigh creates)
Collect completed forms and documents from team members
Section 2d

The "I Hate This" List

Start writing down every task that drains you. Every time you think "ugh, I don't want to do this" — put it on the list. This becomes your EA's day-one task list.

Your specific tasks (add to this):

Starter examples:

Following up with people who haven't responded
Formatting documents and presentations
Scheduling and rescheduling meetings
Responding to routine emails
Tracking who owes what and by when
Researching vendors and comparing options
Posting to social media on a schedule
Section 2e

What to Tell Athena on the Onboarding Call

Five clear talking points to bring to your Athena call:

"I run two mental health practices and I'm also building my personal brand. My EA needs to be comfortable juggling both."
"I need someone who is strong in marketing and social media—not just admin. Content scheduling, newsletter building, community management."
"I want my EA in every key meeting taking notes and tracking action items. I don't want things falling through cracks."
"I'm particular about brand voice and language. I'll give guidelines, but I need someone who can learn my tone and write in it."
"The most important thing: I want to stay involved in the big decisions, but I need someone who can run with the execution without me having to micromanage every step."
Send-Ready Job Specification

Executive Assistant — Erin Meyer

Copy and send this directly to Athena or use it as the foundation for your onboarding brief. It covers everything they need to match you with the right person.

Position Overview

Executive Assistant to Erin Meyer, Founder & CEO

Companies: Mindful Healing Works (MHW) + Elevate Your Mind (EYM)

Industry: Mental Health / Behavioral Health / Wellness

Location: Remote (business based in Maryland)

Reports to: Erin Meyer (Founder/CEO) + collaborates with Julianne (COO)

About the Role

Erin runs two growing mental health practices that see 80–100 clients per day and is simultaneously building a personal brand and podcast. She needs a sharp, proactive EA who can operate as her external brain — managing the flow of communication, projects, and content so Erin can focus on vision, relationships, and leadership.

This is not a passive calendar-management role. The right person is a strategic executor who takes initiative, writes well, understands marketing, and keeps every project on track without needing to be told twice.

Core Responsibilities

Inbox & Calendar Management

  • Triage email inbox daily — flag urgent items, archive noise, draft responses for Erin's approval
  • Manage calendar across both businesses + personal brand — schedule, reschedule, block protected time
  • Prepare meeting agendas, pull relevant documents, and send pre-meeting briefs
  • Send calendar reminders and ensure Erin is never double-booked

Meeting Support & Action Tracking

  • Attend all key meetings (strategy sessions, vendor calls, team check-ins) and take detailed notes
  • Extract action items from every meeting and assign owners + deadlines
  • Follow up relentlessly — chase deliverables from team members, vendors, and contractors on Erin's behalf
  • Maintain a running project tracker with status updates for Erin to review weekly

Social Media & Content

  • Schedule and publish social media content across Instagram + LinkedIn (Erin provides creative direction)
  • Community management — respond to DMs and comments using Erin's voice and guidelines
  • Repurpose content from events, podcast episodes, meetings, and voice memos into social posts
  • Track engagement metrics weekly and flag what's working
  • Coordinate with marketing agency (or replacement) on content calendar and deliverables

Marketing & Communications

  • Build and schedule email newsletters (draft content, Erin reviews tone and approves)
  • Format and load email templates into Salesforce and other platforms
  • Draft blog posts, thought-leadership content, and podcast show notes from Erin's voice memos
  • Coordinate podcast production — guest outreach, scheduling, episode prep, show notes

Operations & Administration

  • Organize and maintain Google Drive / shared folders / templates
  • Vendor coordination — schedule calls, collect quotes, compare options, present recommendations
  • Internship program coordination — outreach, application tracking, onboarding logistics
  • Research tasks as needed (event logistics, hiring platforms, software tools, competitor analysis)
  • Distribute team briefs and collect completed documents from staff

Project Support

  • Monitor Salesforce/CRM tasks and flag items for Katie (Intake Manager) and Erin to review
  • Track project timelines across the Salesforce build, website redesign, and EMR migration (InSync go-live May 18)
  • Organize and distribute briefs from external consultants (like Caleigh's Salesforce and website briefs)
  • Support event prep — logistics, travel coordination, contact list management
Required Skills & Traits

Must-Haves

  • Exceptional written communication — can write in Erin's voice, draft professional emails, and create content that doesn't need heavy editing
  • Social media proficiency — comfortable with Instagram, LinkedIn, content scheduling tools, and engagement strategies
  • Marketing awareness — understands newsletters, email campaigns, content calendars, and basic analytics
  • Proactive follow-through — doesn't wait to be asked. Sees what needs to happen next and does it.
  • Organized and detail-oriented — can manage multiple projects across two businesses without dropping balls
  • Comfortable in meetings — takes accurate notes, captures action items, follows up without being reminded

Nice-to-Haves

  • Experience supporting a founder or CEO in a healthcare or wellness business
  • Familiarity with Salesforce, CRM systems, or project management tools
  • Podcast production experience (guest booking, show notes, editing coordination)
  • Basic design skills (Canva, simple graphics for social posts)
  • Understanding of HIPAA or healthcare compliance (not required but a bonus)
Working Style & Expectations

Communication

Primary: Slack or text for quick items. Email for anything formal. Weekly sync call to review priorities, open items, and upcoming deadlines.

Availability

Eastern Time zone preferred. Must be available during business hours for real-time collaboration. Flexibility for occasional evening/event support.

Erin's Style

Direct, fast-paced, high standards. Erin values people who take ownership and anticipate needs. She wants to stay involved in big decisions but hates micromanaging.

Brand Voice

Warm, confident, human. Use "offerings" not "services." Use "clients" not "patients." Lead with empowerment, not medical jargon. The EA must learn this voice.

Tools & Platforms
Salesforce Google Workspace Instagram LinkedIn Slack Zoom RingCentral InSync (EMR) Canva Content Scheduling Tools
The Bottom Line

Erin doesn't need someone to answer her phone. She needs a strategic right hand who can manage the chaos of two growing businesses, keep every project on track, write beautifully, and make her life easier — not more complicated. The right person will feel like a partner, not an assistant.

Prepared by Caleigh Louw | Her Highest Health × Mindful Healing Works | April 2026

Questions before the event? Text me. I've got you.