Submit a quote to the client for the requested website change, The client reviews and approves the quote, Make the requested change on the website, Repeat this process for each new change request received during the month.
On the 1st date of every month, create a new monthly sheet in the "Small Tasks" Excel file.
Record the website URL, page(s), task, and completion date for every change made during the month.
When a website is made live, record it in the same month's "Small Tasks" Excel sheet.
Prepare a single consolidated invoice for each of Brand Factory, BCCL, and Tapi Food for the month.
Record every change made for these clients in the Excel sheet.
At the end of the month, send an email to the accounts team listing all changes and tasks completed.
In the 1st or 2nd week of the month, send an email to the accounts department with the list of company names and quote amounts from the previous month, to confirm whether payment has been received.
The accounts department replies via email confirming the payment status.
If a payment is not received in the same month, note it in the monthly sheet to be carried forward and tracked in the current month.
Upon receiving the confirmation email from the accounts team, open the "Performance Tracker" Excel file.
Duplicate the previous month's sheet and rename it as per the month.
Add the company name and package name (if applicable)
Divide the received amount into hour-based amounts for each person who worked on that task.
Send the monthly revenue sheet to HR.
⚠️Important Note:
Once the task is completed, please make an entry in the small tasks Excel sheet and share the change details with the accounts team, so they can prepare the invoice.
Please make sure no task entry or invoice detail is missed in the sheet.