TLN Client Tech Course

New Client Trello Card Creation (Daily)

Creation Of Trello Cards

Add Contact To Textly

Add As Client In Hubstaff

Add Client To Contacts

Receiving Contracts

SMB Questionnaire

Branding Is Complete

Book Your LL Call

SMB/Launch Follow-Ups (Mondays & Thursdays)

Reminder Text Copy

Video For Reminders

Video For Weekly Email Reminders

Updating VA Master (Mondays & Thursdays)

VERY IMPORTANT - Watch Multiple Times

Alloted Time Slot

Terry's Referrals (Thursdays)

Creating Referral Cards

Creating Contacts

Referral Email Copy

Sending Of Emails

Zapier Automation (By Assignment)

The Zapier Autommation Setup

Mailbox Power (By Assignment)

Send Questionnaire To Client

MBP Questionnaire Copy

Pre-Launch Client Setup (By Assignment)

Create Lead Tracker from Jotform

Machine Board Creation

Hubstaff Project Creation

Hubstaff AM Assignment of Tasks

Add Email To Google Workspace

Setup Calendly For Client

Calendly Description Copy

Client Off-Boarding

Master Tracker "Red"

Unassign Hubstaff Tasks To VA

Remove From VA & AM VA Master Tracker

Remove AM & LL Sharing To The Lead Tracker

Move To "Former Clients" In MBP

Move To "Former Clients" In Contacts

Export Leads from Trello

Exported Leads Email Copy

Move Card To Completed Projects

Remove Access To TLN Membership

Remove From Textly

Notify VA's & Remove LastPass Connection

Close The Machine Board

Hubstaff AM Assignment of Tasks

Pin It on Pinterest