CreatedCaptainDue DateETBRsStatusExpected ResultDetails
05/11/20Kelly Heitkamp05/18/20
1
Fulfilleddecide EZL claims procedure
05/11/20Andrew Kremer05/15/20
1
Fulfilled25 Calls 25 brochures sent
05/12/20Andrew Kremer05/22/20
1
Fulfilled25 Dials and 25 brochures
05/14/20Dan Muhlenkamp
1
FulfilledSend 1 Whole Registry Link
05/16/20Dan Muhlenkamp05/20/20
1
FulfilledTraining Completed
05/19/20Dan Muhlenkamp05/22/20
1
FulfilledMARK ON FLOOR - PEOPLE STAY
05/19/20Dan Muhlenkamp05/29/20
1
FulfilledEXPORT LIST OF PHONE NUMBERS
05/20/20Dan Muhlenkamp05/22/20
1
FulfilledAsk Susie to go on a diet with me - chef makes everyone healthy
05/20/20Dan Muhlenkamp05/29/20
1
FulfilledFigure out KPI measures from EZlynx
05/21/20Amanda Kremer05/29/20
1
FulfilledLTC Seminar attendees with contact info and any appropriate notes for Alan
05/22/20Dan Muhlenkamp05/29/20
1
FulfilledSet Quarterly Offsite Meetings
05/22/20Dan Muhlenkamp06/11/20
1
FulfilledCreate great weekly tactical meeting plan
05/22/20Amanda Kremer05/29/20
1
FulfilledOutbound and follow up calls
05/22/20Roger Rindler06/05/20
1
FulfilledMeet with 3 associates weekly &, assure continuation of T & T
05/22/20Andrew Kremer06/18/20
1
FulfilledHave website vendor chosen
05/22/20Dan Muhlenkamp05/29/20
1
FulfilledGet Activity Data To EZL
05/22/20Nate Kaup05/27/20
1
FulfilledReferral Script Done
05/24/20Dan Muhlenkamp05/29/20
1
FulfilledSet Appt With Aaron Kuhn
05/25/20Dan Muhlenkamp06/02/20
1
FulfilledAgenda for Quarterly Strategy meeting
05/26/20Dan Muhlenkamp
1
FulfilledCore leader access to child KPIs
05/26/20Roger Rindler05/29/20
1
FulfilledMeet with 3 associates weekly &, assure continuation of T & T
05/27/20Dan Muhlenkamp05/27/20
1
FulfilledPick up Caleb's Meds
05/27/20Dan Muhlenkamp05/27/20
1
FulfilledPay Luke
05/27/20Heather Fleck05/29/20
1
FulfilledMove all my tasks to EZLynx - Work solely in EZlynx
05/27/20Heather Fleck06/03/20
1
FulfilledUnderstand Automation Center - AR
CreatedCaptainDue DateETBRsStatusExpected ResultDetails