The Free Task Templates Directory
Use The Free Task Templates
Use The Free Task Templates
Blogging
Process email
Check and reply social media posts
Check social media groups
Respond to blog comments
Plan posting priorities
Proof read of blog post
Pre-schedule social media updates
Write and schedule newsletter
Finalize blog [post topic] for next week
Blog maintenance
Write blog post [post topic]
Schedule social media updates Week XX
Create graphic for blog post
Review revenues and finances
Check online statistics
Check email subscribers list
Brainstorm blog strategy
Topic research and contact other bloggers
Insurance brokers & financial advisors
Insurance Requirements Analysis Customer XY
- Registration of customer data
- Understand the private situation of the customer (single, married, family,...)
- Understanding the professional situation of the client (employed, self-employed,...)
- To be insured possessions
- Entering Previous Hedging
- Analyzing the supply gap
- Recommended insurances for the right life situation
Portfolio check customer XY
- Collection of customer data
- Analyzing the structure of the securities account
- What is your investment amount and portfolio value?
- How high is your desired return on investment?
- What is the maximum risk you can live with?
- How long would you like to invest your money?
- Analyzing the risk and return of the portfolio
- Determine customer goals
- Determine investment goals and adjust if necessary
- Optimization of plants and portfolio
- Checking the portfolio with regard to investment parameters (return, risk, term)
- Comparison of the position portfolio with the optimization proposal
- Advice on asset accumulation
- Reduction of the risk by increasing the return
Financial Check Customer XY
- Collection of customer data
- Review of existing contracts
- underwriting of risks
- Price/performance ratio, sufficient scope of coverage, investment strategy - change of fund if necessary
- Recording of occupational changes
- Recording of family changes
- Discussion of new financial products
- Investment Strategy Review
Appointment preparation for customer XY
- Send inquiry form to customer
- Identifying the insurances to be discussed
- Evaluation of the inquiry form, diagnosis and risk assessment
- Preparation of performance comparisons
- Elaboration of proposed solutions
- Preparation of the personal appointment
Follow Up Interview Customer XY
- Review the customer file and read the previous call
- Check offer and adjust if necessary
- Highlighting added value
- Call, email or meet customers XY
- Record contract or results
Office Cleaning
Floor cleaning
vacuuming and wiping of floors incl. cleaning with care products
Wiping desks
Wiping desks and removing traces of grip on furniture
Kitchen cleaning
Kitchen cleaning incl. clearing in and out of dishwashers and washing coffee pots
Refilling of soap
Refilling of soap, towels and toilet paper
Wipe surfaces
Wipe and/or dust mirrors, shelves, sideboards and window sills
Emptying waste bins and wastebaskets
Cleaning of sanitary facilities
Cleaning of sanitary facilities incl. floor tiles (disinfecting)
Real Estate Agents
Process e-mail inbox
Answer all new emails of prospects, sort out unimportant emails and send updates to partners
Record basics of object
Record data both from you and your customer for later reference.
Send new offers to customers
Send current offers to interested prospects and customers
Create object exposee
Offer property to attract buyers.
Order to clean the object
The property should be fully cleaned before being listed. This need to take place as soon as possible after learning of the owner's intention to sell
Restaurants
Inventory check of food
Create seasonal menu
Training with staff
Clean restaurant kitchen
Weekly purchase of goods
Clean the restaurant bar
Daily statement of turnover
