The 3pm check in happens every afternoon Monday to Friday and our second checkpoint in the day.
You will need
Your calendar open and filled for the next day
The Scorecard open on your computer
A paper and pen for notes
The administrative assistant initiates the call and calls Nick first at 3pm.
Take Nick through the rest of your afternoon and the next day
Take Nick through the rest of his day and the next
After you go over the schedule with Nick, bring the Buyer Specialist(s) in to the call by adding in on your phone
Greeting / did the call successfully merge?
Take Nick and Buyer Specialist(s) through the scorecard and record their entries
You may need to look back in Nick’s Showingtime or the Invoices board on monday.com to fill in extra details, so have a pen and note pad handy
Ask Nick and Buyer Specialist(s): “Is there anything you need from me this afternoon?”
Take notes for reference and make necessary changes to day to accommodate added tasks
Ask Nick and Buyer Specialist(s) if they need anything from each other or if they have any updates
May need to take notes
Administrative Assistant gives any updates and assigns any tasks verbally and adds afterwards to monday.com if they are not already in the General To-Do board
Conclude the call and remind Nick and Buyer Specialist(s) of morning check in tomorrow at
If it is the day of or day before the Level 10 or Monthly Meeting, remind them both of the time
Continue your day!