Operations
-
❏
Pre-Paid / New Client communication
3
Jenna M.
-
❏
Hector Op Defined Role
Chris Z.
-
❏
Payment Issues - SOP
Chris Z.
- ❏ Task Out Uniform
- ❏ CSM / Hector to Shane Communication
- ❏ CSM Trained on Text Blasts
- ❏ SOP's Folder and Format
- ❏ Fractional COO
- ❏ Project Manager
- ❏ W2 Todo
- ❏ Client Launch Road Blocks and Speed
-
❏
15% OFF Pop Up
Ivonne A.
-
✔
Update Terms on Medstar website
1
Isaac K.
-
✔
SOP / Processor Person
Chris Z.
-
✔
Incorporate in Utah
-
✔
New Merchant Account / Invoice Software
1
Melissa Z.
whitney.zelig@gmail.com
-
✔
Press Relase
Melissa Z.
-
✔
PPP forgiveness
Melissa Z.
-
✔
Call Quickbooks about Avahlee bounces.
Chris Z.
-
✔
Emsculpt Burn Fat, can we still use it?
Chris Z.
-
✔
Medstar Media Website Adjustments
1
Melissa Z.
-
✔
Bookeeper - Find One
1
Chris Z.
-
✔
OutBound Email For CoolSculpting Providers
Chris Z.
-
✔
BTL PREFERED PROVIDER - EMSCULPT ONE PAGER
Melissa Z.
whitney.zelig@gmail.com
-
✔
New Merchant Account
Chris Z.
-
✔
Freshbooks Merchant Account
Chris Z.
-
✔
Basic Contract
2
Melissa Z.