Module · Beginner · 1h 15m
Module 2: Customers, work and risk
The CRM, the task system, the document structure and the small set of protections that prevent big problems.
- operations
- module
Inside this module
- Run a CRM with a weekly review
- Run work from one task list
- Set up backups, access and the compliance basics
The full module opens with a membership that covers Business Systems.
Sign in if you already subscribe.
Sign inLessons
- 01A CRM people use
Lesson · 25 min · Five stages, one channel logged, and a weekly review that runs from the CRM.
- 02Work and documents
Lesson · 25 min · One task list with owners and dates, and a file structure people follow.
- 03Risk basics
Lesson · 25 min · Backups, access, insurance and the compliance dates that must not be missed.
