EMMAHENSLEY.COMOperational Assistant Support

Tasks

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Clients:4 active
Working on it:5
Review:1
Completed:3/12 (25%)
Main Table (Grouped by Client)
9 Active Tasks

Harwood

(4 tasks)
Task
Status
Due date
PriorityNotes / FilesActions
GDPR Consent form
H&S Policy
Risk Assessment Policy
Fire Safety Policy

Katie Manning

(3 tasks)
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Status
Due date
PriorityNotes / FilesActions
Confirm pricing for Cleft Crisis to Cleft Confidence
Confirm pricing for Cleft Compass
Provide final course content and structure

Dr. Edward Klinger

(2 tasks)
Task
Status
Due date
PriorityNotes / FilesActions
Connect Calendly scheduling with CRM deal stages
CEO cohort welcome binders & interactive PDF workbook

Sora Wellness Studio

(0 tasks)
Task
Status
Due date
PriorityNotes / FilesActions
No active tasks for Sora Wellness Studio. Add one below!

Completed Tasks (Grouped by Client)

(3 completed)
Archived & Done
Harwood(1 done)
Standard Onboarding Employment Agreement Checklist
Done2026-08-10
Katie Manning(1 done)
Domain setup & Kajabi landing page wireframe
Done2026-06-28
Dr. Edward Klinger(1 done)
Audit existing CRM contacts & tag VIP coaching leads
Done2026-04-10