As the weather gets warmer, it gets harder to manage all the work that needs to be done.
This is the perfect time for “small plates” of work. Single tasks that need to be done, but never get scheduled. Now is the time to …
-Review your account profile at your answering service, eliminate old information and provide new updates.
-Be sure your ducks are in a row for year-end taxes, while you can still make adjustments.
-Review the marketing plan that began in January 2017 – Was it effective?
-Take a look at the first quarter of 2018 and determine assignments for future
-Be sure you have disaster recovery plan – and how your answering service fits in.
-Have Focus call your clients and complete a customer satisfaction survey.