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Autobahn Team
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RoadVirtualBarnJonathan
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Logistics 1KellyKellyWendyJim
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Logistics 2Meeting LocationClient SettingBreakfastBrandon
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Logistics 3Hotel LocationLunchHudson
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Logistics 4Flights Booked?DinnerKatherine
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Logistics 5EventWendy
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Caleb
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Yas
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RoadVirtualBarnOnboarding New TeamOnboarding New Person to Existing TeamSam
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List DueNotesList DueNotesList DueNotesListDueNotesListDueNotesKayli
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1Lagniappe30Lagniappe for Meeting OrderedLagniappe30Lagniappe for Meeting OrderedLagniappe30Lagniappe for Meeting Ordered and Swag Bags Created and Dropped OffKick-off meeting with Consultant, PM, Admins60Schedule one-on-one meeting30Skye
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2Theme Set30Theme Set30Theme Set30Set date and location of first meeting60New Client sign in form30Kelly
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3Outlook Distribution List30Update/Confirm contact informationOutlook Distribution List30Update/Confirm contact informationOutlook Distribution List30Update/Confirm contact informationLagniappe project60Headshot30Matt
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4Financials Requested14Financials Requested14Financials Requested14Collect ACH information from client60Add new team members to Outlook30Update distribution listPat
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5Behavioral Profile Maps Updated14Behavioral Profile Maps Updated14Behavioral Profile Maps Updated14First meeting with CEO45Behaviorial Profile21Rafa
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6Org Chart Updated14Org Chart Updated14Org Chart Updated14Add ET members to Outlook45Create distribution listUpdate DiSC Map 7Hector
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7Agenda Drafted10Agenda Drafted10Agenda Drafted10Send out first invoice45Print results of profiles and add to handouts7Deb
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8Handouts Created10Virtual Handouts Created7Handouts Created10Collect behavioral profiles from ET45Add New Team Members to LinkedIn1Brittany
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9Agenda Sent7Agenda Sent with link to Handouts7Agenda Sent7Schedule one-on-one meetings with ET30Email Consultant to add new contact to their phone1Matt Moore
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10Financials Received7Financials received and placed in the Airplane FolderFinancials Received7Financials received and placed in the Airplane FolderFinancials Received7Financials received and placed in the Airplane FolderClient logo30Jamie
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11Handouts Printed3Airplane Folder Created3Handouts Printed3ET Headshots30Philip
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12Slides Created3Add Agenda Slide, Roadmap Slide, and Rock Evaluation SlideHolding Slides Created3Added to AC ATEMFigma Board Created3Roadmap and Agenda addedNew Client Sign In Forms30Should be done before one-on-ones
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13Airplane Folder Created3Slides Created3Add Agenda Slide, Roadmap Slide, and Rock Evaluation SlideAirplane Folder Created3Strategic planning documents30including financials
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14Holding Slides Created3Added to AC ATEMAdd Roadmap, Agenda, and Rock Eval to Slides3Holding Slides Created3Added to WC ATEMAdd Team and Existing Team Members to LinkedIn1
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15Add Roadmap, Agenda, and Rock Eval to Slides3Trivia3Add trivia slides to the slide deckTrivia3Add trivia slides to the slide deckEmail Consultant to add contacts to their phone1
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16Packing List Finalized3Make sure all extras and packed (team builders, books, snacks)Trivia3Add trivia slides to the slide deckTrivia3Add trivia slides to the slide deck
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17Trivia3Add trivia slides to the slide deckStreamdeck Updated3Streamdeck sound effects updated Streamdeck Updated3Streamdeck sound effects updated
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18Streamdeck Updated3Streamdeck sound effects updated Voting Template Created1Names added and saved as Excel Template in GarageDrink Menu2
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19Voting Template Created1Names added and saved as Excel Template in GarageSpotify Playlist in Meeting Garage1Created or Updated with song requests from check-insAgenda added to the Downstairs TV1Thumbdrive on back or through the Chromecast
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20Spotify Playlist in Meeting Garage1Created or Updated with song requests from check-insSpin the Wheel in Meeting Garage1Updated with names of attendeesVoting Template Created1Names added and saved as Excel Template in Garage
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21Spin the Wheel in Meeting Garage1Updated with names of attendeesTech Check1Any needed tech has been tested (i.e. Fibbage)Spotify Playlist in Meeting Garage1Created or Updated with song requests from check-ins
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22Tech Check1Any needed tech has been tested (AutoMagic)Assets for Meeting on Studio PC1Open PPTs, Add images to Studio ATEMSpin the Wheel in Meeting Garage1Updated with names of attendees
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23Sound Check1Sound Check using the relevant meeting platformGobo Logo Swapped1Notify Brendan
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24Fridge is stocked1Waters and anything from attendees preference
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25Bathrooms Cleaned and Stocked1Toilet Paper, Paper Towels, Cloth Towels
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26Tech Check1Any needed tech has been tested (sound effects on the WC Streamdecks)
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