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

Addison

#addison
daily grind 💰
addisonhq.com
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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
Alejandro Vivanco
PRO
@alvivanco
build week 2 presentation for investor education program #addison
Alejandro Vivanco
PRO
@alvivanco
have capital raising check-in with client #addison
Alejandro Vivanco
PRO
@alvivanco
set up basecamp to manage client work #addison
Alejandro Vivanco
PRO
@alvivanco
upsell client to higher plan #addison
Alejandro Vivanco
PRO
@alvivanco
finish client meetings #addison
Alejandro Vivanco
PRO
@alvivanco
send invoices #addison
Alejandro Vivanco
PRO
@alvivanco
answer client emails #addison
Alejandro Vivanco
PRO
@alvivanco
submit request to join DocSend partner program #addison
Alejandro Vivanco
PRO
@alvivanco
work on financial model and send update to client #addison
Alejandro Vivanco
PRO
@alvivanco
send email to potential lead #addison
Alejandro Vivanco
PRO
@alvivanco
Build investment presentation update #addison
Alejandro Vivanco
PRO
@alvivanco
Do a walk through of financial model with client #addison
Alejandro Vivanco
PRO
@alvivanco
send financial model update to client #addison
Alejandro Vivanco
PRO
@alvivanco
have due diligence call #addison
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