Category: Administation

Home › Knowledgebase › Administation Onboarding New Staff This article outlines the steps we need to take to setup a new staff member with everything they need.   Google Apps Email Drive Groups Teamwork Zoho CRM 1Password Slack HubStaff Process for Charging Clients As of the writing of this document we rely on PayPal for […]

Home Knowledgebase Administation
Onboarding New Staff

This article outlines the steps we need to take to setup a new staff member with everything they need.   Google Apps Email Drive Groups Teamwork Zoho CRM 1Password Slack HubStaff

Process for Charging Clients

As of the writing of this document we rely on PayPal for charging clients cards, sending invoices and managing our finances. PayPal One Time Payments Hover over Tools > choose Virtual Terminal. Leave everything but the following as defaults: Amount Description – Should be the Product name. Or link to the Proposal if it’s multi-item. […]

Responsibilites of Executive Assistant

First and foremost, an executive assistant is a catch all. But a catch all who should exercise autonomy in knowing when responsibilities can and should be delegated to another role. The primary goal of this person is to offload responsibilities from the executive team so they can focus on activities that grow and protect the […]

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