Spring Cleaning Your Firm with Our Recommended Projects
Often the new year comes with fresh ideas and new goals, and we’re always excited to do our part to help you bring them to life!
Spring is a great time to get a head start on those projects and get setup for success. Our team has built in additional project capacity during this time of year just for that reason!
Whether you already have a list of projects on the back burner or you’re looking for ways to improve your firm’s efficiency and add value to your clients, our team is ready to help! If you aren’t sure where to start, ask your team for our “Recommended Project List” for some ideas or we can recommend something based on what we already know about your systems and clients and what you’re hoping to achieve this year!
Want to make the most of your time? Many projects can be done concurrently, and your team can help you figure out the best way to get it done!
For example, if we’re already cleaning up your document storage files we can easily audit your firm agreement/IPS and input most recent dates in your CRM for easy reporting at the same time.
Did that file clean up reveal lots of empty estate planning folders or missing tax documents? A client information request project may be just the thing you need. We’ll confirm client contact & employment information is up to date, beneficiaries are current and request missing or outdated planning documents to ensure you have all the latest information to do what you do best! This kind of project can be done all at once, broken up by client tier, or incorporated in the meeting prep process throughout the year.
The best part? We’ll do all the work so you can practice that golf swing, meet with new clients, write a book or record that podcast you’ve always wanted. 😉 😉
Not Yet A TOI Client?
If you’re not yet a client, Spring is a good time to become one! Many of our new clients come to us a with a list of projects that they’ve been meaning to work on but never found the time. We can work on those projects and have them checked off your list in no time! Head on over to our NEW website and schedule a discovery call with James and Sherry.
2019-2024 © Sherry Carnahan | Total Office, Inc.
