Month­ly in­voi­cing tas­k

For any company selling services pulling in monthly fees is the final step of making a successful business. Forget to send the invoice, mistakes or sending late can hurt your reputation and revenue.

Overview of checklist:

• Ensure all work posts are registered
• Check and correct any mistakes such as:
• Spelling
• Bad descriptions
• Not invoicable hours
• Get reports for each customer
• Create invoices
• Send (email / mail)

There are big differences from company to company regarding their routines and systems here. Make the checklist with steps and descriptions for your routines. Be sure to write enough information so you can easily delegate this task within your team each month.

Expect the need for changes, better descriptions and tuning of your checklist when you delegate it to other team members for the first time!

De­live­rin­g a ser­vice of high qua­lity

Bla bla, must not do anything wrong. Document how it is done. etc

Sen­ding press re­lea­se

• Remember to include citations
• Include relevant photos and image material
• Include logos

Ins­pec­tin­g or col­lec­tin­g da­ta

Make easy to follow checklists for your customers or friends on how to register information you need. Create the form and publish it on the web so you can share it with one or many.

Get­ting nec­ces­sar­y in­put from a clien­t

Things to do be­fore lea­ving ca­bin or boa­t

Many people own a cabin or boat. These may often be loaned within family members or special friends. Make a list of things you need to remember to do before leaving or going to your cabin/boat.

Or­gani­zin­g a par­ty with friend­s

• Plan dates, Contact important attendes to pre-check available dates
• Create facebook event
• Send invitations