Biz Dev Daily Wind DownTravis Drilingas2025-04-18T17:07:13+00:00 Biz Dev Daily Wind Down Your Name(Required)The List/ Email Review** Go to the Daily Job Report (The List) ** Go to The List Did you submit all forms for anything (light red) that came in before 3:00 pm?(Required) Yes, Killin it ☺ No, but I've alerted my supervisor. Do you have any Past Due (red) projects with Support (light green)?(Required) Yes, I have some Past Due. Nope, all good here! List(Required)ClientProject Add RemoveDid you send all your estimates (dark green) through Plan Prophet?(Required) Yes, I have sent all of my estimates. No, but I've alerted my supervisor. Do you have anything missing from the list?(Required)Think phone calls, walk ins, client interactions, secret notebooks, etc… Yes, I have some stray projects. No, all of my projects are accounted for! List(Required)ClientProjectProject Type ([Reorder] [New Order] [Estimate] [Product Research] [Other]) Add Remove ** Go to your email ** Go to Email Did you fix all your kickbacks, both on the list and emailed?(Required) Yes, I am on it! No, but I've alerted my supervisor. Did you responded to all e-mails that came in before 3:00PM?(Required) Yes. What my name? No, but I've alerted my supervisor. * Admin be sure to check all folders.Clean Folders (Admin Only)(Required)Go through the following folders and move any completed emails to the completed folder. Check the box when completed. Acknowledgements Forms Estimates to Send Waiting Approval I'm exempt. My name is Ashton or Kristin. Plan Prophet Review Go to Plan Prophet Did you log your Waiting Approval calls from today?(Required) Yes, my calls are completed and logged. No, but I've alerted my supervisor. ** Go to the Proof Status Report** (Plan Prohphet > Jobs > Proof Status Report, click "View Report” a.k.a “The Donut”) Do you need to send any proofs in Created?(Required) Yes, I have a few hanging out. They ain’t gonna send themselves. No, all my proofs are sent! They ain’t gonna send themselves, hop to it lil froggy.Do you need to mark any proofs in Pending approved or rejected?(Required) Yes, I've been slacking. Move and mark them now. No, I’m on it. Compare Plan Prophet to PressWise. Are your Approved (Plan Prophet) proofs in Production (PressWise)?(Required) Yes, my projects are in the correct location. No, my projects are all over the place. Move and mark them now. Compare Plan Prophet to PressWise. Are all your Rejected proofs (Plan Prophet) in Prepress Review (PressWise) with revision notes?(Required) Yes, my projects are in the correct location. No, my projects are like squirrels. A little crazy and all over the place. Guess you have some moving and noting to do then. Have you marked approved proofs as Ready for Production in Plan Prophet?(Required) Yes, all are marked. No, I have a few strays. What are you waiting for? Do it now. Did you log all client interactions for the day?(Required) Phone Cals Walk Ins Site Visits Appointments Select AllProblem Ticket Review **Review the Problem Ticket Log** The List Do you have any Problem Tickets that are past due?(Required) Yes, I have past due(s). No, my problem(s) are moving. Job #(Required) Add RemoveDo you have any Problem Tickets that are missing from the log?(Required) Yes, I have a few stray projects. No, my problems are accounted for. List(Required)Job #Reason ([Needs a form submitted] or [Missing from Log]) Add RemoveIf you mark Needs a Form Submitted, submit the form now. Back
