Done
Tools and goals · done by Alan Reid
Details
- With
- Alan Reid
- State
- done
- What it asks
- What you use today and what you want from the course
- Evidence
- Microsoft 365, Teams, a CRM · Goal: “less time on reports, better client emails”
One set-up task from the staff side: who has it, its state, its evidence. Staff can remind, or mark it done on the company’s behalf (recorded as such).
Done
Tools and goals · done by Alan Reid