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Small Business Office Checklist (Free Download)

Small Business Office Checklist (Free Download)

Office Checklist Template 

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.  

Office Checklist Template 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

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Office Checklist

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