Print two copies of the following forms or the client to sign. Client only needs to sign BOTH of these forms at the first session. Subsequent sessions do not need these forms signed. For more detail view the Manual.
Make sure you have the supplies you need restocked in your organizing bag.
Also, make sure you have youre Intuit Quickbooks Credit Card Scanner (plugs into your phone) and that you know your login ID and password. Do a test to log in to the app to make sure it is working.
After Client Session
If the client paid by check you may either deposit it at a locak Wells Fargo bank (drive-through or walk-in) or online through the Spark Business Banking app or website by Capital One. Do this as soon as possible so the client does not need to wait for the check to clear and remember that they have a check outstanding.
Wells Fargo Printable Deposit Slip (cut to correct size)
Update the notes for the client session in the CRM. Incude anything important about the client that you learned, how the session went, what you worked on and if there will be future appointments and what is left to do.
Complete the Article Information Form for our blog articles
Complete the form about the client session. This helps us write a blog article based on a true client story and helps others relate to what we do and see how we can help them. It can also help you gain exposure as an organizer within the company so new clients can ask for you by name.
Article Information Form
Upload Signed Forms and Photos
Upload your signed client agreement and photo release forms to Google Drive. When uploading make sure to upload to the correct folder (with client forms or before and after photos) and within the folder create a folder with the client name formatted as: Last name, First Name and place the files within that folder.
Once all other tasks have been completed, invoice us for your time using the JotForm invoice. Invoices will not be paid until checks have been deposited, forms and photos have been uploaded. If you want to also be paid for your Article Information Form this must be submitted as well.
We aim to pay invoices within 24 hours of receiving everything needed but will definitely be within 48 hours. You may choose to be paid via check by mail or Wells Fargo Surepay. If you do not let us know you prefer a check we will default to paying through SurePay.