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Training - Coggle Diagram
Training
Accounting
Daily Operations
Input transactions
How to know if my business is healthy
Pricing Structure
What reporting is required
Taxes
Checking for state and local compliance
Common Pitfalls
Payroll
Tech needed
Quickbooks
Recipient tracking/GoCanvas
Bento/Credit Cards
Monthly/Quarterly/Annual tasks
Forms
Sales
Sales Model
Sandler
Hubspot
Lunch and Learn
Truck Drop Ins
Client Appreciation
Scheduling Clients
Truck
Washing the truck
Prepping the truck
Daily, weekly, monthly checklists
Pictures of the truck
Bright Author
Scheduling Clients
Marketing
Social Media
What is best about each service
Posting Plan
What is required/what can they do
Website
Lunch and Learn
Available print resources
Administration
Forms and Templates
Bento
Samsara
HubSpot
Project Management
Bright Author
Samsara
Scheduling Clients
Human Resources
Grand Opening
Off Site Training Days