Prevent Internal Tasks From Falling Through The Cracks

March 2, 2022

Talk to a Workflow Expert

Struggling to strike a balance between working in the business and working on the business? During this workshop we help you establish a frameworks for tracking your non client-facing tasks — or what we call your "Ops Workflows". We review common Workflow types and walk you through setting up Task Reminders and Workflow Rules to help you stay on track, and on top, of these important to do’s.

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-Vincent R. Barbera, Newbridge Wealth Management