Facetime with clients and prospects is often a request for our work or if you want to visit a conference – Here’s the process:
- Collect the signed Client Expense Request form from the client contact
- Place a task in Teamwork within the client project assigned to Mike using the following template:
Travel request form
- Date of travel -
- Date of return -
- Time of meeting(s) -
- Is a hotel required?
- Client -
- Attendees -
- Attach the signed Client Request form