Team Profile — GetCarrieAI

What this unlocks: Ask your AI "who hasn't had a 1:1 in over 3 weeks?" or "draft a prep doc for Sarah's review" or "what is Marcus working on right now?" — it already knows. You still run the meetings. Claude helps you prepare and stay on top of the cadence.

Section 1

The Basics

Executive's name

Your name (EA filling this out)

Team or org name

Total team size (including exec)

How often does the full team meet?

Any notes on the team overall

Section 2

Direct Reports & Key Team Members

Section 3

Standing Meetings & Recurring Cadences

Staff meeting / team meeting

All-hands

Skip-level meetings

Leadership / exec team meetings

Board meetings

Other recurring meetings EA manages

EA's role in standing meetings

Section 4

Performance Review Cycle

Review frequency

When does review season typically start?

Key deadlines EA needs to track

Does EA schedule review conversations?

Calibration sessions

Does exec need prep time before review conversations?

Mid-year check-ins or pulse reviews

Anything else about review season EA should know

Section 5

Anything Else

Open headcount or pending hires

Recent org changes to be aware of

What the exec cares most about on their team

Anything else the AI should know to be useful here

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