SMALL BUSINESS TEMPLATES
Small business office checklist template
Stay on track each workday with a daily office checklist. Refer to it when you get stuck. Also, it’s helpful to create a process for each customer phone call so you know whether all the proper information was inputted into your system.
What an office checklist template is used for
Stay on track each workday with a daily office checklist. Refer to it when you get stuck. Also, it’s helpful to create a process for each customer phone call so you know whether all the proper information was inputted into your system.
Office checklist example
Include the following areas in your daily office management:
Opening Tasks
Customer Related Tasks
Social Media Tasks
Follow Up Calls/Emails
Closing Tasks
Intake Form