Goal: Be operationally ready to take on your first client!

Business & Finance:

• Confirm your LLC, W-9 and proof of insurance shared with Jill and her Business Manager

• Set up your invoicing templates. Templates must include a seaprate line item for time details.

• Set up an expense tracker for travel (flights, hotel, meals)

Tooling & Access

• Ensure access to Optimize Dental Consultants SharePoint(specifically the File Repository), Teams, OneDrive

• Set up your preferred digital notes hub (we use OneNote). Create a reusable template