Last Updated on June 20, 2017

Recurring Client Beginning of the Month Checklist

• Make sure all billing doc line items are correct for your clients before 1st of the month (are we billing them, how much, any new/cancelling clients)
• Make monthly report assignments before 1st of the month
• Create monthly report tasks in Liquid Planner and assign to the correct person by the 1st of the month
• Gather data, update monthly reports, and update billing doc by the 3rd business day of the month
• Draft client emails with monthly report insights and update billing doc
• Send emails and invoices by the 5th business day of the month and update billing doc
• Update Liquid Planner with hours logged and check off monthly report tasks
• Create Liquid Planner CSV according to what’s in the monthly report and the client email
• Upload the CSV
• Make sure tasks are assigned out correctly and assignees understand all tasks

Recurring Client End of the Month Checklist

• Make sure client revenue comes in on time
• Complete client tasks by the end of the month

Off-Boarding Client Checklist

• Remove the client from the next month’s billing doc
• Delete any recurring invoices or sales receipts
• Collect any outstanding payments from client
• Make sure they have access to their website, Anayltics, and other marketing tools
• See what the client wants to do with pay per click ads and turn them off if needed
• Get feedback on how we could have improved or good things we did