Daily Check-In {{ currentPage ? currentPage.title : "" }}

The Daily check in happens every morning Monday to Friday and is how we start our day.

You will need

  1. Your Phone

  2. Your calendar open and filled for the day

  3. A paper and pen for notes

How To

  • The administrative assistant initiates the call and calls Nick first at noon.

    • Greeting

    • Take Nick through your day and what you have scheduled

    • Take Nick through his schedule

  • 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?

    • Ask Nick and Buyer Specialist(s): “Is there anything you need from me this morning?”

      • 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 afternoon check in at 3pm

  • If it is the day of the Level 10 or Monthly Meeting, remind them both of the time

  • Begin your day!

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