Check -In Form Template | Alchemist Academy

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Back End Systems - Phase 1

Client Experience

Welcome Gifts (0:51)
Birthday Gifts (0:56)
Goodbye Gifts

Onboarding Fulfilment Staff

Coaches Contract with the Business (2:17)
How to Create Work Emails For Company (1:00)
How to Remove Somebody From Work Email (0:24)
First Email (After Payment is Received)
Second Email Template (After Program is Created)
Setting Up Google Forms (2:34)
Check -In Form Template
Questionnaire Form Template
Creating Onboarding Video for New Staff and What To Cover (2:31)

Setting Up Your CRM

Monthly Tracking Sheets (1:59)
KPI Trackers
Click Up (27:47)
CRM Excel Sheet Template (2:26)

Contract

Contract Template
Creating a Template in Docusign/Pandadoc (3:33)
How to Save Message Templates on Docusign/Pandadoc (0:28)
How to Send Link to Contract (Pandadoc) (0:39)
Difference btwn Pandadoc and Docusign
How to Fix an Email on Docusign (0:25)

Onboarding Process for Clients

Ideal Steps For Onboarding a Client (1:33)

Applications

Zapier (5:57)
Typeform (3:52)

Creating Community

How to Remove Members from Slack Channel (0:53)
How to Make Channels Private (0:37)
Automatically Add New Members to All Channels (1:03)
Sharing the Link To Add New People (0:42)

Payment Processors

Stripe (4:28)
How To Set Up Recurring (2:31)
How To Schedule/Set Up a Single Invoice (1:00)
How to Send the Direct Invoice Link (0:41)
How To Send Reminders On Overdue Invoices (0:35)
How To Issue Refunds (0:43)
How To Clear Refunds So They Don't Show As "Overdue" (1:47)
Adding & Removing Staff On The Account (WAVE) (0:38)
Utilizing Customer Support (0:52)
How To Handle A Customer Dispute (1:31)
How To Create Check Out Links (1:46)
How to End a Recurring Invoice (Wave) (0:48)
How to Create Reoccurring in PayPal (1:15)
How to Stop a Reoccurring Payment in PayPal (0:44)

Handling Customer Expreience

Customer Email Templates (2:16)
If They Don't Sign Their Contract
If Their Invoice Is Overdue
If Their Invoice is Severely Overdue (more than 1 week)
What To Do When They Renew (2:18)
What To Do If They Don't Renew (1:39)
Termination Of Contract Email
Proper Communication With Customer Over Discrepancies

Daily Checklist for Back End Optimization

Overview Of Our CFO's Daily Tasks (1:44)
Checking For Renewals (1:17)
Checking For Overdue Invoices (0:30)
Checking For Contracts That Need To Be Signed (2:09)
Quarterly Reviews
Task Outline

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Check -In Form Template

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