The following document details all responsibilities associated with clients assigned to specific writers. All writers have a list of assigned clients they work with every month. These lists are adjusted as needed, based on incoming clients and outgoing clients.
Assigning Clients
Clients are assigned at the beginning of every month. Assigned clients, including newly assigned ones, are all listed in the most current monthly tracker in column O under the cell that says, “Added,” and is shaded gray.
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