GHL – How to Send CLient Agreement for their Signature
GHL – How to create an Agreement Template
How to do the Payroll
HOW We Do Social Media at JamboJon
At JamboJon, we approach social media with a specific strategy: brand consistency and connection. We don’t post just to fill the space. Each post has a purpose. It reflects who we are, who we serve, and where we’re going. This guide will walk you through our platforms and planning tools. As you delve into the…
Read MoreAdding Theme and Tagline excerpt to Compass Newsletter page
Start at a Newsletter page, or create a new one Scroll down to Custom Fields. Select the “excerpt” option.Click the “Value” field.Type “<strong></strong><br/>”Switch to tab Taglines and Teasers – Google Docs”Copy the ThemeSwitch to tab Edit Page “October 2024” ‹ JamboJon — WordPress”Click the “Value” field. Paste the Theme in the center of the <strong></strong>…
Read MoreCustomer Onboarding: Create Invoice (QBO)
Customer Onboarding: Create Agreement
Customer Onboarding: Estimate
How to Track Paychecks
How to Prepare for paychecks and Commission checks Time to finish lesson – 30 -45 minutes You will learn: Tracking Paychecks requires access to: On the first and third Mondays of each month is the time for tracking paychecks. The first Monday will track the previous month’s final two weeks. The third Monday will track…
Read MoreHow to Track Receivables (Existing Clients)
How to Create and Send Invoices – Existing ClientsCollect billable time, add it to an invoice, and export it to QBO. Time to finish lesson – 1 hours You will learn: Tracking invoices requires access to: Go to Google Drive > JamboJon > Office > Admin > Quickbooks > Receivables and Invoicing {Year} For example,…
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