One thing I have noticed is that email management is a big source of poor time management. I've looked into small courses or presentations that provide good email, inbox, folder management, etc. skills but they are lengthy and boring/not something anyone would want to sit through.

I love the college sweatshirts idea!

We use GReminders and Redtail. I have been amazed at what GReminders is capable of. It was a bit of a learning curve for me because it can do so much. The service team is top notch which is so appreciated. They rolled out a new Notetaker Template. You use AI to type in what you want collected during the meeting and can tailor it to your exact words so you can reword, rephrase, etc. until it gets it right. Once I play around with this, I'll add another comment here. My only complaint, and it's a big deal to me, is that clients do not receive an email with the invitation to simply "Accept" and have it automatically save to their calendar. They will receive a confirmation email and any reminder emails you create with the meeting details in the body of email. We have had many clients say they didn't receive the Zoom link/meeting details because I think they are expecting that invitation type email to accept. GR's does have a variable to add to the body of email that allows the clients to "Add to calendar" but unless they are logged into their email, it's not as efficient as the invitation email.