1:1 Coachings
Assist Inbox
Berrycast videos tasks
Blogs
Schedule Social Media Content
JuicyCRM
How To Add A New Lead Into Juicy
Update Leads Status
Jo's Tasks
Inbox Management
Send Mid Bookings
New Clients
New Clients Set-up
Add in Xero
Add in Mailchimp
Set Up Client Handbook
Set Up LastPass Folder
Set Up Tasks In Teamwork
New Employee
Calendar
Reports
Better Proposal
Downscaled Time Graph for VA & Creative Team
Instagram, LinkedIn, & Facebook Followers
Kathryn
Kathryn To Advise
Net Profit & Total Income
New Service Plan Clients For Previous Month
Profit and Loss
Service Plans ended or changed
Social Media Followers
Team Members Delegated Hours
Team's Productivity
Total Committed Service Plan Hours
Total Connections on LinkedIn
Total Live Rocketspark Websites
Total Website Visitors - Google Analytics
Total Youtube Views For Previous Month
Rochelle's Tasks
Important Channel in Teamwork
Intranet & Better Proposal
LinkedIn & Facebook
Xero Coding
Step 2,3, & 4 for Overdue Clients
Bonus Successful/Unsuccessful Emails
Receipts for Shiela
XX Past
Review overdue debtors in Savvy's Xero and add any that were due in the last week into Airtable
Teamwork Chats
Xero & Hubdoc
Add Credit Note Bill
Entering Bills/Receipts
Publish Bills in Hubdoc
Invoices
