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StepWhenTaskStandard / How To Do ItCompleted (Y/N)Notes
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1MorningClock in (Homebase)Log into Homebase as soon as you start work and clock in. Time must match when work actually begins. https://app.joinhomebase.com/ Y
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2MorningPost your plan (Slack: To-Do List)Open Slack and post a clear list of what you plan to work on today. Be specific so management can see priorities.Y0.1
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3Morning (First task)Complete Marketing Engagement Program (12 accounts)Open the list of 12 assigned accounts/links. For each account, engage with one post: 1 like + 2 comments. One comment can be a short reaction (example: 'Love this' or 'So good'). The other must be written words relevant to the post. Use a different post each day when possible. Keep comments natural and not repetitive.https://canzellcloud.com/socialmedialinksY0.25
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4Throughout dayWork your To-Do ListWork through the tasks you posted in the morning. As you complete tasks, keep track of what is fully finished.Y0.1
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5Throughout daySell or promote something todayTake at least one revenue-producing action daily (examples: follow up with leads, book a call, send an offer, promote a service/product). Y
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6Throughout dayPost in Health, Wealth & Godly Wisdom (daily)Post at least once per day in the Health, Wealth & Godly Wisdom group. Post should be valuable, aligned with health/wealth/faith, and professional.Y
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7Throughout dayCheck and respond to leads (Quo)Open Quo inbox and check for new calls/texts. Respond and call back inside Quo only (do not use personal phone). Call back missed/repeat callers. Do not send identical messages to multiple leads. Use ChatGPT to create multiple wording variations and customize before sending.Y
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8Throughout dayReview and manage leads (GoHighLevel: Opportunities)Go to Opportunities. Select pipeline 'Finch Freedom Leads'. Review 'New Lead – Uncontacted'. Click into leads as needed and take action. Drag and drop leads to the correct stage only after an action is taken.
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9Midday (as needed)Lunch or stepping awayIf you step away or take lunch: post in Slack 'Admin Time Off' channel with how long you will be gone (example: 'Taking lunch, back in 1 hour'). Clock out for lunch in Homebase and clock back in when you return.Y
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10End of dayPost completed work (Slack: Finish Line)Before logging off, post everything you fully completed today in the Finish Line channel. Only list items that are done. Include confirmation of: marketing program completed, selling/promotion action taken, and Health, Wealth & Godly Wisdom post completed.Y
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11End of dayClock out (Homebase)Clock out in Homebase and verify your start time, end time, and lunch break duration are accurate for payroll.Y
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