Session 3: Benefits of Processes, Red Flags, and ActionPay

Contents

• Intro (0:00)​
  
• What are processes and DoNow lists?  (04:05)
  
• Benefits of Processes (07:50)
  
• Data from Processes - Power BI and AF Reports (08:20)
  
• AF Report - Active Jobs (10:45)
  
• AF Report - Totals Reports (11:25)
  
• AF Report - Dashboard & Job Tracking (12:30)
  
• Accountability - Job Tracking (13:20)
  
• Accountability - Personal (14:40)
  
• Accountability - Within a Team (15:40)
  
• Scheduling & Future Planning (18:20)
  
• Red Flags (20:00)
  
• Setting up Red Flags (21:45)
  
• ActionPay - with PaySimple (31:20)
  
• Do you tell customers about CC Fees? (39:00)