Daily check for James

PRISM Client Watch

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From James (his emails of Oct 6)

How to run the daily check

Ask two questions for every client

  1. What did we do? Everything we said we were going to do.
  2. What does the client need to reach their goal?

Check in this order (one client at a time)

  1. Gmail inbox
  2. Sent items
  3. Anything Dr. Jeff is copied on, including contractor threads
  4. Meeting transcripts and chat logs
  5. Any Google Doc, Sheet or Drive folder for that client. Send James any he does not have.
  6. The VersAssist task board

Then

  • List what was promised, what is done, what is overdue, what the client needs next, and who should do it.
  • Put each action on the task board with an owner and a due date. Work left in email gets missed.
  • Flag anything overdue to James and Saleem the same day.
  • Nothing goes to a client until James approves the draft.
  • No passwords or logins in chats or docs. If you cannot verify something, write "not verified".

His example (Delvon)

  • How are his leads being worked? Are they in the CRM? What system is in place? Is it on his website? What did he ask for?

His full client notes

How to read this

What the colors mean

  • Overdue A promised date passed and it is not done. Tell James and Saleem today.
  • Waiting on us We owe the client something. Not late yet.
  • Moving Work is happening and on time.
  • Waiting on client The client owes us something.

Rules

  • Never contact clients. James approves anything that goes to a client.
  • No passwords or logins here, in docs or in chats.
  • If something cannot be confirmed, it says "not verified".
  • Do not give anyone new work or make promises.
  • Who does what: James (client decisions), Saleem (escalations), Ryan (websites), Jhomark (GoHighLevel), Dr. Jeff (sessions).