How to Demonstrate Work To Clients and Keep a Compliant Service Record

Are you disorganized when it comes to finding all of the documentation that you need to demonstrate the hard work that you do for your clients or to track work completed for compliance purposes?

Demonstrating all of the things that you and your team have done for every client can easily become a nightmare, especially when this "shadow work" is tracked across your CRM, spreadsheets, sticky notes, and to-do lists. Watch this month's quick tip to see what you can do so that your team never breaks a sweat again!