1. Objective
This SOP defines the written communication standards every EA is expected to apply across all professional channels — email, Slack, and text. It covers structure, tone, clarity, common mistakes, and the internal standards that ensure every message you send reflects well on you and your executive. In a virtual role, your words are your presence. These standards govern every message that leaves your keyboard.
Where this SOP starts: Every time you write a professional message — email, Slack, internal update, or external communication.
Where this SOP ends: When the message is sent and the appropriate action, response, or record is complete.Success looks like: Messages you send require no follow-up clarification. Your executive can send your drafted emails with zero edits. Responses come faster because your requests are clearer. Your communication creates no unnecessary back-and-forth chains.
2. Your Role & Boundaries
2a. What you handle independently
- Writing all internal communications (updates, summaries, escalations) to your executive
- Drafting all routine external emails for review or direct sending as authorized
- Proofreading all external communications before they leave your executive's inbox
- Managing tone calibration for different relationships and contexts
2b. What requires executive approval before acting
- Any first-time communication with a new client or high-value prospect
- Any message making a commitment, promise, or agreement on behalf of your executive
- Any communication involving sensitive topics, complaints, or disputes
- Sending any email directly from your executive's account without prior authorization
2c. What you never do
- You never send a professional email without reading it once before sending
- You never write a message you wouldn't want your executive to see
- You never bury the action item or ask in a wall of context
- You never send a vague closing ("Let me know your thoughts") without a clear call to action
- You never CC people unnecessarily — when in doubt, don't CC
3. The Three Rules of Professional Written Communication
Every message you write must pass these three tests before it is sent.
Rule 1: Is it clear?
The person reading this should immediately know what you're telling them and what — if anything — they need to do. Clarity is not about length. A one-line message can be perfectly clear. A three-paragraph message can be completely confusing.
Before sending, ask: "If I were reading this without context, would I know exactly what to do next?"
Rule 2: Is it complete?
Have you included everything the reader needs to act on this? A message that prompts follow-up questions ("Wait, which project?" or "What date?") creates back-and-forth that could have been a single message.
Before sending, ask: "What questions might they have? Have I answered them in advance?"
Rule 3: Is it appropriately concise?
Business communication should be as short as it can be while remaining clear and complete. Executives especially read quickly and skim. If your message can be three sentences, don't make it six.
Before sending, ask: "Can I cut anything without losing clarity?"
4. Email Structure Standards
Subject lines
The subject line is the most important line of your email. It determines whether the message gets read promptly or buried.
Good subject lines:
- Tell the recipient exactly what the email is about
- Flag when action is required: "Action needed: please confirm by Thursday"
- Flag when no action is needed: "FYI: proposal sent — no action needed"
- Are specific, not vague
| Weak | Strong |
|---|---|
| "Question about the meeting" | "Confirming Thursday 2 PM call — please confirm availability" |
| "Update" | "Client proposal sent — no action needed" |
| "Following up" | "Following up on Henderson proposal — sent Friday, awaiting your review" |
First sentence
Most recipients read only the first sentence before deciding how to respond. Front-load the most important information.
| Weak | Strong |
|---|---|
| "I wanted to follow up on the conversation we had last week regarding the proposal..." | "The Smith proposal is ready for your review — attached. Please review by Thursday." |
Formatting for readability
- Use bullets or numbered lists when an email has more than two or three points
- Use white space — short paragraphs are easier to scan than long blocks
- Bold key information (dates, names, decisions) when the message has multiple elements
Closings and calls to action
Every email should end with exactly one of these:
1. A clear next action for the recipient: "Please confirm availability for Tuesday at 2 PM."
2. A statement that no reply is needed: "No action needed — just keeping you informed."
3. A single question that gets the response you need: "Does this work for you, or would another time be better?"
NEVER: End with vague closings like "Let me know your thoughts" or "Looking forward to hearing from you" unless you've been specific about what you're asking. Vague endings create vague responses — or no response at all.
5. Tone and Channel Guidelines
Use for: Professional external communications, detailed updates, anything that needs a record, anything nuanced or sensitive.
Tone: Professional baseline. Match the relationship — formal with new contacts, warmer with established ones. Default to slightly more formal when uncertain.
Slack (internal messaging)
Use for: Quick questions, status flags, brief confirmations, casual internal coordination.
Tone: Conversational. No more than 3–4 lines per message. If you're writing a paragraph, use email instead.
Rules: Reply in threads. Acknowledge quickly even if you can't act immediately. Set your status when unavailable.
Text / Voice messages
Use for: Time-sensitive logistics, quick confirmations, when your executive prefers this channel.
Do not use for: Detailed instructions, sensitive information, anything that needs documentation.
Phone / Video call
Use for: Emotionally complex situations, urgent items, anything where written miscommunication could cause a problem.
Rule: A two-minute call often saves a 20-message thread.
6. Common Written Communication Mistakes
These are the errors that quietly damage professional credibility over time. Avoid all of them.
Typos and grammar errors: Every message represents you and your executive. Consistent errors signal carelessness.
Overly casual tone with external contacts: Inside your relationship with your executive, casual is often fine. With clients, vendors, and prospects — maintain a professional baseline.
Burying the action item: Four sentences of context before the ask means many readers never get to the ask. Lead with what matters.
Replying when you should be asking: If you don't understand what's being asked, don't guess and reply. Ask one clarifying question first.
Copying too many people: Unnecessary CC's create confusion about who is responsible for follow-up. When in doubt, don't CC.
One-word replies to substantive messages: "Ok" and "Sure" signal a careless read. A one-line confirmation that shows understanding is always better: "Got it — I'll have that to you by end of day."
7. Proofing Protocol
Before sending any professional email:
1. Read it from the recipient's point of view — is it clear, complete, and concise?
2. Check the subject line — is it specific and accurate?
3. Check the first sentence — is the key information front-loaded?
4. Check the closing — is there one clear call to action?
5. Check tone — is it appropriate for the relationship and channel?
For external emails going to clients or prospects: Read it twice.
Best practice: For important emails, paste the draft into a new blank document before sending and read it fresh. This one habit catches more errors than any other.
8. Escalation Protocol
Escalate before sending when:
- The message makes a commitment your executive hasn't authorized
- The recipient is a client in a sensitive or escalated situation
- The message involves financial, legal, or compliance topics
- You're unsure whether the tone is appropriate for the relationship
How to surface a draft for approval:
"Draft for your review — send as-is or let me know if you'd like changes:"
[Draft email below]
9. Tools & Access
| Tool | Purpose |
|---|---|
| [Email platform] | Primary written communication |
| [Slack or team messaging] | Internal quick communication |
| [Grammarly or equivalent] | Proofing and grammar checking |
| Voice File document | Executive communication style reference |
10. Changelog
| Date | Notes |
|---|---|
| April 2026 | Initial release |
How to Use This Document
Your Certified Executive Assistant will handle a significant volume of written communication on your behalf — emails, messages, follow-ups, coordination, and responses. For this to work well, they need to know how you communicate: your channels, your voice, your standards, and your limits.
Every question shows our recommended default in bold. If it works for your business, check it and move on. If you want something different, mark your preference. The more specific you are here, the less time you'll spend reviewing and correcting drafts later.
This document becomes your EA's communication reference guide.
Section 1: Your Primary Communication Channels
1.1 — What is your primary business email address?
Email: _____
1.2 — What email platform do you use?
- ☐ Gmail / Google Workspace
- ☐ Outlook / Microsoft 365
- ☐ Apple Mail
- ☐ Other: _____
1.3 — What internal communication tool do you use for your team?
- ☐ Slack
- ☐ Microsoft Teams
- ☐ None — we use email for everything
- ☐ Other: _____
1.4 — What channel should your EA use to contact you for day-to-day coordination?
- ☐ Slack / Teams DM
- ☐ Text / iMessage
- ☐ Other: _____
1.5 — How do you prefer clients and external contacts to reach you?
| Contact Type | Preferred Channel |
|---|---|
| Existing clients | _____ |
| New/prospective clients | _____ |
| Vendors and contractors | _____ |
| Media / press | _____ |
| Personal contacts | _____ |
Section 2: Email Standards
2.1 — Your EA will follow Levrly's email writing standards: clear subject lines, concise body, explicit call to action. Any exceptions?
- ☐ These standards work for me (recommended)
- ☐ Notes: _______________
2.2 — What is the maximum email length your EA should draft for routine correspondence?
- ☐ 3–5 sentences for routine messages (recommended)
- ☐ 1–2 short paragraphs is fine
- ☐ No limit — some situations need longer emails
- ☐ Keep everything to 3 sentences maximum
2.3 — How should email subject lines be formatted?
- ☐ Descriptive + action required if applicable — Example: "Q3 Report — Review by Friday" (recommended)
- ☐ Topic only — no action language
- ☐ Other: _____
2.4 — What is your preferred email sign-off?
- ☐ Best, [Name]
- ☐ Thanks, [Name]
- ☐ [Name] only
- ☐ Other: _____
2.5 — Do you have specific phrases or language you use (or avoid) in business emails?
Phrases you use: ___________
Phrases to avoid: _____________
2.6 — Are there templates you currently use for common emails that your EA should know about?
- ☐ Yes — describe or attach: _______________
- ☐ No — EA should use Levrly templates as a starting point
Section 3: Voice & Tone
3.1 — How would you describe your communication tone?
- ☐ Professional and warm — direct without being cold (recommended)
- ☐ Formal and precise
- ☐ Casual and conversational
- ☐ Brief and efficient — I don't do pleasantries
- ☐ Other: _____
3.2 — Does your tone change depending on who you're writing to?
| Contact Type | Tone Adjustment |
|---|---|
| Existing clients | _____ |
| New prospects | _____ |
| Vendors / contractors | _____ |
| Team members | _____ |
| Media / press | _____ |
3.3 — What does your EA need to know about your voice to draft emails that sound like you?
Describe 2–3 things that make your writing style distinctive — sentence length, level of warmth, how you handle conflict, what you never say.
3.4 — Can you provide 2–3 sample emails your EA can use as voice references?
- ☐ Yes — I'll share them directly with my EA
- ☐ No — they can develop an understanding over time
Section 4: Drafting & Send Authority
4.1 — What types of emails can your EA send without showing you the draft first?
| Email Type | EA Can Send Independently? |
|---|---|
| Meeting confirmations and logistics | Yes / No |
| Rescheduling requests | Yes / No |
| Standard follow-ups (checking in on a pending item) | Yes / No |
| Replies to existing clients (routine coordination) | Yes / No |
| Replies to vendors and contractors | Yes / No |
| Internal team messages | Yes / No |
| Thank you / acknowledgment notes | Yes / No |
4.2 — What types of emails should ALWAYS be reviewed by you before sending?
| Email Type | Always Review? |
|---|---|
| First contact with a new prospect | Yes / No |
| Anything involving pricing, contracts, or legal terms | Yes / No |
| Emails to media, press, or public figures | Yes / No |
| Sensitive topics or difficult conversations | Yes / No |
| Any email cc'ing you with a third party | Yes / No |
4.3 — When your EA drafts for your review, where should they leave the draft?
- ☐ In your email drafts folder, flagged (recommended)
- ☐ In Slack with a summary of the ask
- ☐ As a draft document in Google Drive
- ☐ Other: _____
4.4 — How quickly should your EA expect you to review drafts?
- ☐ Within the same day
- ☐ Within 24 hours
- ☐ Within 2 business days
- ☐ Depends on urgency — they should flag time-sensitive drafts
Section 5: Inbox Management
5.1 — Does your EA have permission to read and process your inbox?
- ☐ Yes — full read and draft access (recommended)
- ☐ Yes — read only, they flag but don't draft
- ☐ No — inbox is mine alone
5.2 — How do you want emails categorized or organized?
- ☐ Use Levrly's standard label/folder system (recommended)
- ☐ I have an existing system — EA should follow it (describe): _______________
- ☐ I don't need organization — just make sure nothing urgent is missed
5.3 — Which types of emails should your EA handle completely without involving you?
| Email Type | EA Handles Independently? |
|---|---|
| Scheduling requests / "are you available?" | Yes / No |
| Meeting confirmations and logistics | Yes / No |
| Spam and promotional emails (unsubscribe/delete) | Yes / No |
| Routine vendor correspondence | Yes / No |
| Newsletter and subscription management | Yes / No |
5.4 — What is your target inbox state? How should your EA manage volume?
- ☐ Inbox Zero — keep it cleared to a small actionable set daily (recommended)
- ☐ Organized but not necessarily empty
- ☐ I don't need inbox management — just flag priority emails
5.5 — Are there senders who should always be flagged to your attention, no matter the subject?
| Name / Email | Why |
|---|---|
5.6 — Are there email types your EA should delete or archive automatically without flagging you?
| Email Type | Auto-Archive / Delete? |
|---|---|
| Marketing and promotional | Yes / No |
| Newsletters you're subscribed to | Yes / No |
| Automated platform notifications | Yes / No |
| Other: _____ | Yes / No |
Section 6: Response Time Standards
6.1 — What are your expected response time standards for different contact types?
| Contact Type | Your Target Response Time |
|---|---|
| Existing clients | _____ |
| New prospects | _____ |
| Vendors / contractors | _____ |
| Team / internal | _____ |
| General inquiries | _____ |
6.2 — If a response cannot be sent within your standard time, what should your EA do?
- ☐ Send an acknowledgment: "I've seen this and will respond by [time]" (recommended)
- ☐ Flag the email to me and wait for my instruction
- ☐ Do nothing — I'll handle delayed responses myself
6.3 — Are there times when your EA should NOT be responding to emails on your behalf?
Example: weekends, holidays, specific blackout windows.
Section 7: Communication Confidentiality
7.1 — Are there any email threads, contacts, or topics that are strictly off-limits for your EA?
7.2 — Are there any ongoing conversations where your EA should only read and brief you, never respond?
7.3 — Are there clients or contacts who do not know your EA exists?
- ☐ No — all contacts can interact with my EA
- ☐ Yes — list them: _______________
If they don't know your EA exists, how should your EA handle communication with them?
Section 8: Escalation
8.1 — What communication situations should always be escalated to you immediately?
Levrly defaults — confirm or adjust:
| Situation | Escalate? |
|---|---|
| Complaint or conflict from a client | Yes / No |
| Media or press inquiry | Yes / No |
| Legal notice or formal demand | Yes / No |
| Email referencing a dispute or payment issue | Yes / No |
| Unusual or unexpected message from a key contact | Yes / No |
8.2 — Additional situations you want escalated, specific to your business:
Section 9: Anything Else
9.1 — Are there communication standards or habits from your past work you want to preserve?
9.2 — Is there anything unusual about how communication works in your business that your EA needs to understand?
Sign-Off
By completing this document, you confirm that your EA is authorized to manage communications within the boundaries you've defined above. Levrly will keep this on file and reference it if questions arise.
| Client Name | _____ |
| Date Completed | _____ |
| VA Name | _____ |
| Levrly Account Manager | _____ |
To update any decision in this document, contact your Levrly account manager or submit a change request through your client portal.