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Part #1: Marketing

Is your marketing getting you the RIGHT kinds of prospective clients to contact and keeping the WRONG type of clients away?

Marketing

Grade 1-5 For How Well Documented Your Policies, Procedures,
Check Lists, Etc. Are For Each Of The 7 Main Parts Of Your Firm

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  • My staff know where to find the documents, and any layperson off the street can step in and do the job by following the documented systems and procedures.
  • Most of it is well documented, but it’s still going to require some background knowledge to get the job done, or the employee will need further instructions from me/another team member.
  • Somewhat documented but no one could do the job
    without already prior knowledge or hand holding.
  • I have something which is better than nothing, but I am in trouble if me or the person currently doing this job has to step away on an emergency.
  • No documentation exists.

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