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> daily checklist
daily checklist
Morning Check in Sheet
[ ] Voicemails Checked
[ ] Tidio messages checked
[ ] info@hellosmooth.com email checked
[ ] Online Bookings & cancellations checked
[ ] New leads checked
[ ] Lead follow ups checked
[ ] Procedure follow ups checked
[ ] Confirmation Calls complete
Employee Signature: _______________________
Review schedule for the day
Update any changes to appointments
Check inventory levels
Review any important emails or notifications
Set goals for the day
Communicate with team members about any important updates or tasks
Prepare any necessary materials or equipment for the day's procedures
Review any upcoming promotions or events
Check for any outstanding tasks or follow-ups from the previous day
Afternoon Check in Sheet
[ ] Voicemails checked
[ ] Tidio messages checked
[ ] info@hellosmooth.com email checked
[ ] Online bookings & cancellations checked
[ ] Daily procedure added to appropriate follow up list
[ ] Daily commissions checked
Employee Signature: _______________________
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