Plus, now is the time to review client-order histories for year-end prep.
Listening to their product-knowledge statements is one of our top to-do items for PSPs in August.
It’s been a volatile year for the economy, so now’s also a good time to review your sales forecasts.
It’s among our to-do items for print managers in May.
This recommendation leads the manager’s-to-do list for April.
Plus, why you should appoint a “digital executor” for your will. Get these tips in our manager’s-to-do list for March.
Also, make sure you’ve allotted enough time for tax prep.
Plus more manager’s-to-do-items for December.
Plus, consider scheduling time with your accountant to discuss 2022 tax planning.
Plus, here’s a nifty substitute for a fancy CRM system.