End of Year Organization
- Tags: 17hats, Asana, Client Experience, Products
- Air Date: October 20, 2022
- You end-of-year to do list
- Review your internal processes: Is everything working efficiently?
- Review & update your 17hats workflows and email sequences
- Cleaning out the clutter from your CRM system
- Preparing your end-of-year sales report
- Christmas gifts for your top clients
- Cleaning house
- Schmoozing with your vendors
- Expectations email: https://levelupsal.com/post-sale-order-workflow-part-1/, at 35:19
- Asana & post-order workflow webinars: https://levelupsal.com/category/webinar-replay/?_search=asana
- 17hats & automated systems series: https://levelupsal.com/track/automated-systems/
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