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JuicyCRM
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Kathryn To Advise
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Rochelle's Tasks
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XX Past
Add details of all unpaid invoices due on the 7th of the month
Check storage in Savvy's Teamwork subscription
Update the Accounts > Chart of Accounts tab in Airtable
Update GoCardless coding in Xero
Clean up of past client folders in Client Paperwork SharePoint
Add an "End on date" to all recurring client tasks
Check and update timer descriptions in the task lists
Change of Head and/or Back Up VA
Move any capacity hours over to the new VA in Airtable
Update the Project Owner & Tag in Projects List in Teamwork
Check client credit cards in LastPass and advise Head VAs of any that due t
Teamwork Chats
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Strictly Savvy 101: Rules & Reminders
What Is The End Of Year Shutdown Process
Work From Home Policy
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People & Capability
Bonus Structure
Breaks Schedule
Contractors
How To Check A Contractor Invoice
How To Hire A Contractor
How To Set Up A New Contractor
Exiting Employees
How To Conduct An Exit Interview
How To Exit An Employee
What Is Required From An Employee When They Resign
Expectations - Quick Reference Guides
Client Manager Expectations - Contractor
Client Manager Expectations - Employee
Global Team Members Expectations
Operations Manager Expectations
Sales Manager Expectations
Team Leader Expectations
Technical Lead Expectations
Hiring
How To Advertise For An Available Role
How To Conduct A Reference Check
How To Conduct An Interview
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How To Create An Employee Job Description
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Global & NZ Team Member Online Induction Course
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Setting Up A New Work Mobile Phone
Strictly Savvy Payroll
How To Pay Bonus/Commission In Pay Runs
How To Pay A Contractor
How To Process An Employee's Final Pay
How To Process Payroll For Strictly Savvy
1 / Check The Previous Weeks Detailed Time Report In Harvest
2 / Populate The Pay Run List
3 / Add Any Bonus Payments If Applicable
4 / Check The Kiwibank 'Available Balance' In Preparation For Payroll
5 / Process the Pay Run & 6 / Advise The GM That Payroll Is Ready
7 / Email Employee Payslips From Smartly
8 / Export Pay Details From Smartly, Edit Draft In Xero & Approve
How To Process The BDM's Commission Payments
Smartly Partner Deals
Team Management
Expectations Of Team Leaders
How To Conduct A Monthly Team Member Coaching Session
How To Review A Team Member's Capacity
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How To Book Testing
How To Manage Your Personal Development
How To Update The Skills Matrix
How To Use The Skills Matrix
Sales
B1G1 Impacts
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GoCardless
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How To Answer Queries On The Web Chat
How To Create A Proposal
How To Manage Leads & Bring On New Clients
JuicyCRM
How To Add A New Lead Into JuicyCRM
How To Book A Handover Zoom
The JuicyCRM Sales Pipeline & Deals
Our Process When Bringing On A New Client
Sales 101
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Client Onboarding
Your Investment
The Process
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Proposals
What Happens After A Lead Is In Juicy
What To Do When A Client Signs A Proposal
Finance
Accounts Payable
How To Make Payments
How To Manage Expenses To On-Charge
How To Manage Bills
What To Do When A New Asset Is Purchased
Accounts Receivable
How To Create A Recurring Plan &/or Client Subscription Invoice
Recurring Invoice Templates For Service Plan Clients
Recurring Invoice Templates For Social Media Plan Clients
Recurring Invoice Templates For Client Subscriptions
How To Create An Invoice For A Project
How To Create An Invoice For An Overseas Client
How To Oncharge Expenses To Clients
How To Manage Overdue Debtors
How To Review Our Overdue Debtors
How To Action Each Step In The Overdue Debtors Process
End Of Month Invoicing Process
1st Day Of The Working Month
1a / Download Exports From Harvest
1b / Populate & Format Timesheets Spreadsheet
1c / Review Missing Notes
2 / Populate The EOM Time Analysis Spreadsheet & Delegated Hours Spreadshee
3 / Spell Check The Raw Data Tab
4 / Review Timesheet Notes
5 / Create The Timesheet PDFs
6 / Mark Applicable Clients As Invoiced In Harvest
7 / Invoice From Harvest To Xero
8 / Attach Timesheets To Draft Invoices In Xero
9 / Email Timesheets To Applicable Service Plan Clients
10 / Reset The Time Analysis Spreadsheet
11 / Update Client Statuses In Airtable
1st Week Of The Working Month
How To Update The Delegated Hours Spreadsheet
1 / How To Populate The Delegated Hours Spreadsheets
2a / How To Edit & Refine The Delegated Hours Spreadsheet - EA/Bookkeeping
2b / How To Edit & Refine The Delegated Hours Spreadsheet - Creative
3 / Posting The Delegated Hours Results To The Team For Checking
How To Update The Time Analysis Spreadsheet
1 / How To Create & Rename A New Edition Of The Time Analysis Spreadsheet
2 / How To Pull The Detailed Time Report From Harvest
3 / How To Open The Time Analysis Spreadsheet
4 / How To Populate The Time Analysis Spreadsheet
5 / How To Refine The Time Analysis Spreadsheet
6 / Posting The Team Stats For The Creative & Leadership Teams
Last Days Of The Working Month
Folder & Timesheet File Preparation
Update Invoicing Base In Airtable
Harvest Reminder & Timesheet Review
Sending Bonus Successful/Unsuccessful Emails
Kiwibank
Reconciling
Chart Of Accounts - Strictly Savvy
Guide For Reconciling Xero - Strictly Savvy
How To Reconcile Stripe Payments In Xero
Compliance
How To Conduct The GST Returns
How To Manage End Of Year Accounts
How To Manage Tax
Marketing
Advertising
Facebook Advertising
Google Ads
Affiliates / Referral Links
How To Recommend Tools We Use
Referral Links & Other Businesses
Blog
How To Find Content For Marketing
How To Post An Article
Where To Post The Blogs
Branding Style Guide
Rules For Using The Brand
Email Marketing
How To Add Someone To Our Main Subscriber List
How To Send Out Our Monthly Newsletter
How To Write Our Monthly Newsletter
What To Do If Someone Wants To Advertise In Our Newsletter
Lead Magnets
101 Tasks To Outsource
Pricing Guide
Networking
How To Attend A BNI Networking Meeting
What To Take To A Networking Event
Online Marketing Guidelines
Podcast
How to Create a Podcast Episode
How to Use the Podcast Airtable
Social Media
How To Add Videos To YouTube
How To Update Your LinkedIn Profile
How To Update Your Cover Image
How To Update Your Profile Photo
How To Add Your Experience &/or A Summary
How to Use the Marketing Airtable
They Ask, You Answer
Website
How To Add A New Team Member To The Website
How To Create & Upload A Lead Magnet
How To Get & Use A Client Testimonial
How To Update The Website
Service Delivery
VAs Working With Clients
Bookkeeping Tips
Cafes, Catering & Room/Venue Hire
Client Anniversaries & Birthdays
Client Gift Ideas
Client Handbooks
Contacts For Outsourced Work
Covid-19 Leave Support Scheme for Employers
Email Templates For Sending To Clients
Finding Accommodation & Conference Centre's Across NZ
Helping A VA Who Is Away & Not Contactable
How To Add Another Business To The BNZ Business App
How To Answer A Client's Phone Line
How To Change The Owner Of A Handbook
How To Communicate With Clients
How To Deal With Clients
How To Deal With Client Complaints & Issues With Clients
How To Get Access To A Client’s IRD Account
How To Get Access To A Client’s Xero Account
How To Get Access To Client Information That You Need
How To Get Started With A Client/Do A Handover
How To Get Savvy Added As A User In iPayroll
How To Know Which Clients Are Assigned To You
How To Maintain Handbooks
How To Manage Client Passwords
How To Manage Client Tasks
How To Set Boundaries With Clients
How To Set Savvy Up As A New User In ANZ
How To Set Savvy Up As A New User In ASB
How To Set Savvy Up As A New User In Kiwibank
How To Set Savvy Up As A User In BNZ Business Banking
How To Set Savvy Up As A User In Westpac Business Banking
How To Undertake Client Work
How To Update Clients On Their Budget
How To Use The Report Feature In Harvest
Inbox Management - Best Practices
Key Notes For Dealing With Clients
Meeting Minute Taking & Writing Tips
Phone Sheet Template
Proofing Agreement For Clients
Secure Mail Template To IRD Regarding A Missed Payment
Support From Our Accountant Contractor
What Tasks Can I Delegate?
What To Do If A Client Asks You To Purchase Something On Their Behalf
What To Do If A Client Asks You To Set Up A Tool
What To Do If You Have An On-site Meeting With A Client
What To Do If You Have Completed All Your Work For The Day
What To Do When You Don't Have Client Work
Tech Apps & Tips
How To Build A Website
How To Bulk Update Teamwork Tasks
How To Create A Favicon
How To Create A Google Site
How To Do A Screen Recording In Berrycast
How to Email Directly To SharePoint
How To Fill In & Sign An Adobe PDF
How To Insert An HTML Email Signature To Gmail
How To Open A Chrome Tab That You Accidentally Closed
How To Reduce The Size Of A Video
How to Reset A User's Password For The Smartly App
How To Resize Images With PicResize
How To Set Up A Meeting
How To Set Up Harvest
How To Use Airtable
How To Use/Add Chrome Profiles
How To Use Hubdoc
How To Use Mailchimp
How to Use Teamwork
How To Use Trello
Templates For Documents That Clients May Request
Tech Tools
Adobe
Airtable
Appear In
Better Proposals
Bitwarden
Board Pro
Bonjoro
Bookkeeping Apps
Alternative Banking Options
Bill Automation Apps
Payroll Apps
Box App
Canva
Captions
ChatGPT
Contract Template
CRM
Descript
Dext (formerly Receipt Bank)
Dropbox
Elixir
Eventbrite
Evernote
Facebook
Fast Poll
Florbs
Flow
Google
Gmail
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Google Chrome
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Google Drive
Google Sites
Happy Scribe
Harvest
Hubdoc
Involve.me
Job Advert Text Examples
Jotform
Kajabi
LastPass
LEAP
LinkedIn
Lynda.com
Mailchimp
Microsoft Office
Excel
Mail Merge In Excel / Outlook
Separating First Name and Last Name into Separate Columns
Outlook
PowerPoint
How to Combine PowerPoint Presentions into One
SharePoint
Word
Monday.com
MYOB
Online Meetings
Privacy Policy Creator For Websites
Project Management Apps - Comparison
Rocketspark
Site We Use Cookies Pop Up Tool
Skype
Slack
Smartly
Snapito
Spectacle
Speech Kit
Survey Monkey
TeamViewer
Teamwork
Todoist
Trade/Builders Apps
Tradie Job Tool Apps - Comparison
Trello
Video Ask
Voxer
Web Genius
Westpac Business Internet Banking
WhatTheFont
WiseStamp
Xero
Xero Plans
Xero Promotional Codes
Quick Reference - Tips & Instructions
Client Disbursements - Xero
Enter A Bill Or Receipt - Xero
Reconciling - Xero
YouTube
Zapier
Zapier & Canvas Training
Zoom
Intranet
Affiliates / Referral Links
SUBPAGES
How To Recommend Tools We Use
Referral Links & Other Businesses
Google Sites
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