Where we're up to

Setting up

• Your handbook loaded
  To do
• Your rules and approvals set
  To do
• Your tools connected
  To do

Your automations

• Client email replies in your voiceDrafts a reply to each client email that needs one, ready for your OK.
  To do
• Client questions answered from past adviceFinds what you told the client before and drafts the answer.
  To do
• Bookkeeping coded from historySuggests a code for each transaction the way you've coded it before, and flags the odd ones.
  To do
• Overdue invoice chasersLists overdue invoices and drafts a polite chaser for each.
  To do

Wrapping up

• Your team trained
  To do
• Your cheat sheet filled in
  To do