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3 Processes that have been Optimized, Automated, and Outsourced

Things I do on a regular basis:

  • Client reporting, weekly. Mostly Excel work using standard reports that could probably be learned by someone else fairly easily now that a process has been implemented
  • Filtering my emails to determine what is most immediately actionable
  • Basic account optimization for clients, much of which could be outsourced to someone else who I teach so I can focus on higher level strategy, client relationships and business development

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