October 26th Team Meeting
Presentation Copies
NEW Weekly Client Activity Update Form
- Forms need to be submitted to Active clients each week
- First form needs to be sent to clients on November 7th, Please copy Rachel and Savannah when sending.
- Required for W2's
- Do not do for Clients with no hours that week or are currently inactive
- Please attach completed forms in Notes within the client's CRM account
3760 Oceanic Way, Ste 501, Oceanside, CA 9256
Office phone: 760.600.5110 24/7 Employee Hotline: 760.459.8619
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