Monthly Checkin

Name

First Name

Last Name

Business Name

Best Phone Number for Follow Up

(###)

###

####

What new deals are you working on?

What deals have not been documented?

Have you hired any new team members? If so, please describe.

Are you considering letting go of any team members? If so, please describe.

Have you registered a new domain name(s)? If so, please indicate URL, registrar & how you plan to use the domain(s)

Have you launched any new websites? If so, please indicate URL.

Have you launched any new businesses? If so, please describe.

Have you created any new revenue streams? If so, please describe.

Have you (or your designer) created any new logos? If so, please describe.

Have you created any new content? If so, please describe.

Please indicate your current amount of accounts receivables.

Have you signed any new agreements (e.g., equipment, leasing, financing or joint venture agreements)? If so, please forward to julie@visionaryvirtualcounsel.com

Yes

Do you have any agreements on your desk or in your inbox for review? If so please, forward to julie@visionaryvirtualcounsel.com

Yes

Is your employee or independent contractor manual up to date?

Yes

N/A

Do you have any comments you would like to share with us about your experience with our firm? We always appreciate your feedback so we can learn, grow & evolve and ultimately better serve you.