Ayesha - Becoming Avery

Hi Ayesha!

I’m looking forward to getting started on your systems setup! I’m all ready for some business Tetris! Please take a moment to fill in all the information below and once I receive it I will give you an expected timeline for each phase of the project for your approval and then I’ll get started.

Which system would you like streamlined and set up first?

Your new client onboarding system and current client management workflow Your current day-to-day task management and project management set up Your admin systems (TidyCal, emails, invoicing, contract signing, CLIO automations etc) Your marketing workflow to generate new leads

Username and password for CLIO

Username and password for TidyCal

Username and password for Microsoft Live

Username and password for Google Suite

Username and password for Zoom (if you use Zoom for client meetings)

Any other login information you think I'd need

Please add avery@becomingavery.com as a full access admin user on your Stripe account (Stripe Dashboard - Gear - Settings - Team - + New Member - Administrator)

I have done this

Anything else you'd like me to know before I get started?

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Hi Ayesha!

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