Hello, this section is going to give you a complete overview of what is required for the job in order to maintain excellent services for HarQuin’s client as well as streamline work and minimize confusion.
Before getting started on a clients work
Review Asana and the Client Notes – this is to ensure you are not forgetting anything.
Start your Harvest timer - this only takes a couple minutes of your time but it is billable.
How to review Asana:
Log into your Asana account.
Find your client (they could be in your favorites or you can search). Image #1 and #2 to the left.
How to review client notes:
Click folder in task bar. Image #3 to the left.
Click Q Drive on the left hand side.
Choose client folder, Internal, Client notes.
The PDF is the live file and in the workable doc you can make edits as necessary.
Reminder: Make sure you update both of these if you learn something new or have a new task to complete on a regular basis.
Pro-tip: don’t forget to start your timer! ;)
Stay on top of things and stay organized :
Schedule your work on a calendar. That way you have each client assigned to a certain week.
Do as much work as you possibly can in one sitting for your clients. The reason for this is:
You will end up charging the client more in the long run (and therefore we may lose them as a client altogether).
You will be more likely to make a mistake because you have lost track of what you were doing.
You won’t be getting new clients assigned to you.