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End of Year Organization
Tags:
17hats
,
Asana
,
Client Experience
,
Products
Air Date: October 20, 2022
Description
Topics Covered
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
Related Links
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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