<script>document.addEventListener("DOMContentLoaded", function() { // Select the element with data-css="tve-u-17010f7948c" var targetElement = document.querySelector('[data-css="tve-u-17010f7948c"]'); var toggleTextElement = targetElement.querySelector('.tve-toggle-text'); // Function to update the toggle text function updateToggleText() { if (targetElement.classList.contains('tve-state-expanded')) { // Change the toggle text to "Read less" toggleTextElement.textContent = 'Read Less'; } else { // If not expanded, the text will remain as "Read more" toggleTextElement.textContent = 'Read More'; } } // Initial update when the page loads updateToggleText(); // Event listener to detect when the element is expanded/collapsed targetElement.addEventListener('click', function() { // Wait for a short delay to ensure the class changes setTimeout(updateToggleText, 100); }); });</script>Communication – Residential & Commercial

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Name

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Email*

Scheduled Meetings / what meeting / frequency / who does them

I have regular and frequent meetings that achieve what is on the agenda.

1 - Strongly Disagree, 2 - Disagree, 3 - Neither Agree Nor Disagree, 4- Agree, 5- Strongly Agree

Does your team meet regularly (at least once a week )?*

Does every employee leave a meeting with a clear understanding of tasks and due dates?*

Do all meetings have the following:*

Clear Agenda

Clear Leader

Start/Stop Time

Documented Tasks

Meeting Minutes

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I feel confident that my regular and frequent meetings achieve what is on the agenda.

1 - Strongly Disagree, 2 - Disagree, 3 - Neither Agree Nor Disagree, 4- Agree, 5- Strongly Agree

Org Chart: Communication & Reporting

I feel confident that everyone in my company knows the organizational structure and who to go to with any questions or concerns.

1 - Strongly Disagree, 2 - Disagree, 3 - Neither Agree Nor Disagree, 4- Agree, 5- Strongly Agree

Do you have a current Org Chart that Is accessible and visible to all employees?*

If yes: does it currently work efficiently*

Are the roles and responsibilities in the org chart well defined?*

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If yes: does it work efficiently?*

General Business - Task Delegation (monday.com?)

I feel confident that my priorities and tasks are clearly documented and organized in a physical place other than my mind

1 - Strongly Disagree, 2 - Disagree, 3 - Neither Agree Nor Disagree, 4- Agree, 5- Strongly Agree

Do you wake up each day knowing the tasks ahead?*

Do you currently use a virtual/in-person assistant to help with daily task management?*

How do you organize your daily/weekly/yearly tasks??*

I don't

Notepad

Phone

Excel/ Word Doc

Google Calendar/Docs

Project Mgmt Software

Voice Recording

Delegate to assistant

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My priorities and tasks are clearly documented and organized in a physical place other than my mind.

1 - Strongly Disagree, 2 - Disagree, 3 - Neither Agree Nor Disagree, 4- Agree, 5- Strongly Agree

Do you currently use a Field Management App or Software?*

Do you have a direct to Customer Communication App or Software?*

Do you have a customer testimonial and referral App or Software?*

Do you have a Social Media manager? (in-house or contractor)*

Do you have a direct channel to speak to leadership? (example: Slack)*

Do you offer customers financing plans for projects?*