✔ Create new client sheet in Google Docs
Completed by Hector M.
- Assigned to
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Hector M.
- Notes
Therapy Alliance - www.yourtherapyalliance.com
This is for a client who already has a website we can use that we just need to optimize.
Completed by Hector M.
Added team members to the folder, provided access and sent invites. Began assigning tasks to other team members and myself. Also, created a new client spreadsheet and added information pulled from email and website. Also prepared Client Overview and posted it on BC3 for the team to check out and go over.
Lastly, updated Weekly CLIENT CS reports sheet and others to add the new client's name to them.