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Made by
Alejandro Vivanco
PRO
Topics
📚 Bookkeeping 🙋 Customer Support 💻 Freelancing
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 Addison

Addison

#addison
daily grind đź’°
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Alejandro Vivanco
PRO
@alvivanco
complete client calls #addison
Alejandro Vivanco
PRO
@alvivanco
set up email automation for website leads #addison
Alejandro Vivanco
PRO
@alvivanco
share investment memo template with client #addison
Alejandro Vivanco
PRO
@alvivanco
send pricing info to prospect #addison
Alejandro Vivanco
PRO
@alvivanco
answer client emails #addison
Alejandro Vivanco
PRO
@alvivanco
work on client files #addison
Alejandro Vivanco
PRO
@alvivanco
get inbound lead #addison
Alejandro Vivanco
PRO
@alvivanco
Lead last workshop of 4-week investor education program #addison
Alejandro Vivanco
PRO
@alvivanco
Finish client calls #addison
Alejandro Vivanco
PRO
@alvivanco
Land a potential lead out of a casual conversation without having to pitch #addison
Alejandro Vivanco
PRO
@alvivanco
finish client sessions #addison
Alejandro Vivanco
PRO
@alvivanco
finish client meetings & do reconciliation work #addison
Alejandro Vivanco
PRO
@alvivanco
translate startups presentation to french #addison
Alejandro Vivanco
PRO
@alvivanco
update deal pipeline with latest client outreach efforts #addison
Alejandro Vivanco
PRO
@alvivanco
do investor workshop + client meetings #addison
Alejandro Vivanco
PRO
@alvivanco
send share issuance impact analysis to client #addison
Alejandro Vivanco
PRO
@alvivanco
onboard client #addison
Alejandro Vivanco
PRO
@alvivanco
close new client #addison
Alejandro Vivanco
PRO
@alvivanco
complete client sessions and deliver presentation #addison
Alejandro Vivanco
PRO
@alvivanco
finish editing presentation for this week's workshop #addison
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