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CLEAN UP - JR

Shared by Construct Bookkeeping
Jenny Rost
"I recommend using this template in conjunction with the Lead Call & Diagnostic Review template I shared. We use this template while performing a Diagnostic Review for a client to create our checklist for the actual cleanup. This way if a client accepts your clean-up proposal, you have already prepped the Cleanup project and can efficiently perform or assign each task."
This template includes
  • 25 tasks
  • 11 sub tasks
  • 4 client tasks
  • 9 task descriptions
  • 16 sections
  • 2 assignee roles
  • 1 email automation
  • 3 project resources
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