Sales/Leads

CRM Data Entry Standards

Sales Meeting Preparation

Pipeline Management

Client Success

Client Onboarding

Renewals

Issue Escalation

Client Offboarding

Customer Feedback

Reporting & Financials

Invoicing & Payment Collection

Weekly Metrics Tracking

Expense Reimbursement

Monthly Financial Reports

Tax Document Organization

Admin Operations

Document filing & Naming Conventions

Vendor Management

Office Supplies Ordering

Email Management

Monthly Admin Checklist

Human Resources

Team Member Onboarding

Performance Reviews

Time Off Requests

Benefits Administration

Offboarding Team Members

Contractor v. Employees