FSM Assistant

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, there.

Here's your daily briefing and friendly reminders.

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    Daily Checklist
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    Upcoming Renewals
    Track your upcoming customer contract renewals.

    All renewals are complete!

    Weekly Planner
    Set your intentions for this week and the next.
    Customer Visits
    Log meetings and add follow-up tasks.
    Area Overview
    Track existing and potential new contracts and assess their success potential.
    Personal Goals
    Select a goal area below to view and track your progress.

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    Today's Meetings

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    Completed Renewals
    A list of all successfully completed renewals.

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    Completed Portal Onboarding
    A list of all successfully onboarded customers.

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    Customer Portal Onboarding
    Introduce the next customer to the portal.

    No active onboardings.

    Thoughts
    A place for your random thoughts and notes.

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