Scott Task List

Scott'Task List
Finance
Biz Plan
Proforma
Presentation
Investors
Hirschbiel
Patten
Wilshere
Alcaraz
Reed
Suitability
Link
Taxes
Budget
Burn Sheet
Tech
Affiliate Portal
Referral Type
Affiliate
Former Client
Flood Only Button
Invite to Case
EOI Download
Agent Issue Fix
Sales/Marketing
Affiliate Referral Program
Fee Steructure
Agreement
Marketing Emails
Postcards
Flood Revenue
Decision tree
Assessment Summary
Flood Packet
CE
Dress Up 101 Course
Newsletter
Operations
Equipment
Phone
Headset
Desks
Hiring
Navigator
Brand Ambassador
Howard jean
Ron Morton
Biz Cards
Training Plan/Schedule
Meetings
Planner/ Standup
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