procedure
Daily/Weekly Tasks
Use this blueprint to delegate and manage daily and weekly tasks for various departments.All steps in the blueprint as f...
9 steps 8 automations
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Client Visits
Run this process everytime you want to give a basic structure for "Customer Visits" Subject to employees
3 steps
Process steps
1
Before the Visit
5 days from previous step
*insert template*Preparation is key:Consider the following question to guide your preparation: Are you sharing a slide show? Audio? Video? What assets will you use before the meeting, during the meeting and after the meeting? Do you need slides, overheads, pens, markers, etc.? Do you need a backup plan?
2
While Onsite
5 days from previous step
*insert template*Meeting tips:Watch for signs of misalignmentRecord the meetingEnlist a dedicated note taker
3
After the Visit
5 days from previous step
*insert template*Send a quick email to all involved parties, again reiterating what was discussed and the next steps etc, thank them
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