Categorie: Tutti - access - management - scheduling - project

da Anthony Gardiner mancano 7 anni

284

Client Road Map

Client Road Map

Project Road Map

Scheduling a 30 minute recorded strategy session

Accessing The Standards

Template Client Folder
Passwords & Access
Xmind Project Template

Vuente Project Management

Add the google folder link
Set up a project

Creating a Google Folder

Double Updates
Evolution
Accessibility

Managing Expectations

Micro Management
Quality Control
Timelines

Creating The Workspace

Create a Vuente CRM Project
Subtopic
Add contacts
Raising Draft Invoices
Add a copy to Google folder
Create a Google Folder
Copy Our Standard Client Start Folder
Messenger Group

Scope of Works

Industrial Sales
Executive Coaching & Consulting
Builderall Support

Communication Constraints

Information we require

Clients