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Name, email, and the cell number to forward.NameEmailCell number to forward

Carrier (Verizon / AT&T / T-Mobile / other).

VerizonAT&TT-MobileOther

Calls

Greeting: how should the line introduce you and itself?

Who always gets through? (names + numbers)

Who should never get through? (spam, ex-vendors, etc.)

What counts as urgent for you? (family, a specific client, money, health…)

How should we alert you about urgent calls? (call you back / email)

Call you backEmail

Email, calendar and reminders

Email: which account (Gmail, Outlook, other)?

GmailOutlookOther

What should get flagged first?

Calendar: which one?Any hours that are off-limits for bookings?

Check-in times: morning, midday, evening (pick each).MorningMiddayEvening

What should each check-in cover? (today's calendar, flagged email, missed calls, your own reminders)

Today's calendarFlagged emailMissed callsYour own reminders

Anything the line must never say or share?

Tell us how you work.