Genesis Hopeful Haven Project Checklist
Genesis Hopeful Haven Project Checklist
📅 Schedule kickoff meeting
📋 Gather info on form
👤 Create Admins
👥 Create Employees/Sales Team Roles
🏷️ Create Titles for HUB Page
🔗 Create Links and Applications for each Title
📂 Create Pipelines for app info storage
✉️ Create Automated emails for applications
📞 Business Phone Line (A2P compliance required)
☎️ Set up IVR business phone line functions
📧 Link Gmail Account
💰 Link QuickBooks
🖥️ Create Event Domains (Check-In with iPad)
🌐 Optional: Integrate complete website ($650)
🎥 Training Videos for Admin
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