Categorii: Tot - access - management - scheduling - project

realizată de Anthony Gardiner 6 ani în urmă

195

Client Road Map

The provided text outlines the essential elements for managing a project efficiently. The focus is on accessing standards and utilizing templates to streamline processes. Establishing and maintaining secure passwords and organized client folders are emphasized.

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