Client Meetings (Calls)
Have agenda ready in the “Touch Base Call” task list Send Zoom info before hand Login on time or before, video on, clean background, look
Have agenda ready in the “Touch Base Call” task list Send Zoom info before hand Login on time or before, video on, clean background, look
Accounting / Bookkeeping / 990 filing Database Management – Gift entry, receipting, reporting, data cleanup, integrations Social media – content creation, strategy, posting, Google/Facebook ads