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  1. All courses
  2. Your Business Assistant: Client Calls and Follow-Ups, Module 2 of 6

Prepare your assistant for a report you can trust

  • This week’s project notes12 new clients. Friday launch proposed; approval still missing.
  • Last week’s emailed report21 new clients. Thursday launch planned.

Weekly report · draft

  • Progress12 new clients this week.This week’s project notes
  • RiskFriday’s launch still needs approval.This week’s project notes
  • Next decisionConfirm whether Friday’s launch can go ahead.This week’s project notes

A report can follow the usual format while using last week's figures. You'll prepare one from current notes and test the result, separating what the sources establish from how the assistant is instructed and what it may do. When an error appears, those distinctions help you identify which part of the setup needs attention.

About 23 min of lessons
Course introduction
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