Course Overview
Part 1: Company Setup - from the Template Set
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Video 1.00 - Part 1 Overview (6:41)
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Video 1.01: - Signing Up & Setting up Company File (5:03)
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Video 1.02 - Template Set Review & Copy (7:20)
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Video 1.03 - Task List overview & Setup (14:13)
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Video 1.04 - Task List Details (5:33)
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Video 1.05 - Reports & Dashboards (12:40)
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Video 1.06 - Resource loading and Part 1 wrap up (8:49)
Part 2: Business Development - from the Template Set
Part 3: Finances - from the Template Set
Part 4: Job Costing - from the Template Set
Part 5: Client Surveys & Bonuses - from scratch
BONUS - FROM THE ARCHIVE: Part 1 :Company Setup - from scratch
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Video 1.2a: Master Project List Setup - from the template (10:04)
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Video 1.2b: Master Project List Setup - from scratch (9:05)
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Video 1.3b: Current Projects Report - from scratch (4:21)
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Video 1.4b: Setting Project Template & individual project task lists - from scratch (17:51)
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Video 1.5b: Setting up Individual Staff Task Report - from scratch (7:57)
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Video 1.6b: Setting up the Master Milestone Schedule - from scratch (6:47)
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Video 1.7b: Creating the Company Dashboard - from scratch (7:34)
BONUS - FROM THE ARCHIVE: Part 2: Business Development - from scratch
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Video 2.1b: Master Contact List - from scratch (9:10)
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Video 2.2b: Importing Master Proposal Sheet - from scratch (7:28)
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Video 2.2c: Formatting Master Proposal Sheet - from scratch (8:40)
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Video 2.3b: Connecting Master Proposal Sheet to Master Schedule - from scratch (10:29)
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Video 2.4b: Calculating your hit rate (13:56)
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Video 2.5b: Business Development Dashboard Setup & Metrics (20:53)
BONUS - FROM THE ARCHIVE: Part 3: Financial Management - from scratch
