Daily:

CRM Management

• GHL, conversation check, contact update, forward important things to Abe or Jonathan

Email Management

• Look out for MPA requests
• Delete Spam
• Flag important things
• Forward tasks to team
• Archive Spam, newsletters, etc
• Purchase Confirmation

Bookkeeping & Payment Review

• Categorize Receipts
• Review failed payments
• Keep list of individuals failing payment
• Reach out to them after 3 days via email

New Member Onboard

• Chapter Leaders
• Send onboard email
• Create digital playbook page
• Chapter Members