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Brain Dump May 19 (RH - Process (Reducing hrs spent, Checking Process,…
Brain Dump May 19
RH - Process
Reducing hrs spent
Checking Process
Glide ticking off
Own Clients
Quote training
Trackers
CT
Letts Diary
Inbox Checks
Routine for each week of month
Personal
Spin Classes
Lawn
Bathroom Cabinet
Clothes de cluttter
Research Spain
Accupuncture
New daily routine
5.30am plan?
Eye test
Reading
Reading list
Sales
Big Group
PPC / OS for ES / FMA / SQ / POG
JV's
For ES and FMA
Referrals
ES /FMA
Fat Camp
Decide re launch / scope set up / competitor analysis
Price increase FMA?
Reconsider penalty for late data receipt?
FMA / ES P&L Review
70/ 50 Rule
ES T/A work complete
Bin ES DB!
Bin ES M/S?
Client Quality Calls
ES Main Culprits re late Data to be called?
T/A Clients
HH clients
HH Handover
Clients
Quote process
ES Recruitment
Indeed Ad
Assessment
Email Reduction
1-3pm Max by end of June / no weekends
Analyse and delegate or process out
ES Practise Mgt System
Senta?
Migrate in June
Plan Migration
ES Subbie Inv Process
Better Check Off Process
SA Process (ES / FMA)
Senta for FMA
FMA needy clients
Identify and discuss re phone calls etc
KM & JB tech
ES Laptop Lease Upgrade
Townhouse Fees
Calc Fees Re Clients Left
MTD
ASA Accts