⛔️
Access to most of our resources is included in our Career Member plans.
Career Members can access this resource here without purchasing it below.
WIP stands for ‘Work in Progress,’ which is what we call our regular meetings with our clients.
We’ve pulled together the agenda we use for clients who need EA-level assistance and included our hot tips for leveraging technology and facilitating a meeting to impress your client.
You can cull the unnecessary agenda items and add your own to suit the type of service you offer.
Hot Tip: Throughout the WIP, aim to identify opportunities to eliminate, streamline and delegate.
What does this guide cover?
- Hot tips on how to run your Client WIPs
- WIP Agenda steps
- Post WIP actions
Purchase Access: 6 months
To gain access to this resource for 6 months without becoming a Career Member, purchase below:
REMINDER: Career members can access this resource HERE at no additional cost!