Jan. 10, 2023 | Replay
|REPLAY via YouTube
Customer Information Sheet Training
Robert shared his screen to begin the Customer Information Sheet Training, stating that 95% of this information is within the business plans from Mildred Smith's team. I must emphasize that "YOU" must take the blank form and fill it out using the templates samples.
Time & Location
Jan. 10, 2023 | Replay
REPLAY via YouTube
About the Past Meetings
📥 MEETING PREVIEW LINK VIA YOUTUBE >
📥 CLIENT INFORMATION SHEET + Templates >
Robert shared his screen to begin the Customer Information Sheet Training, stating that 95% of this information is within the business plans from Mildred Smith's team. I must emphasize that "YOU" must take the blank form and fill it out using the templates samples. Once you are done, then you contact Joe for help. I was informed by Joe that while we were on the Zoom meeting some people sent their business plan to Joe. DAYCARE IS CLOSED! Follow this training Video step by step and when finished, then wait for a call from Joe to help with construction cost.
This is the criteria from Ms. Mildred Smith. I am giving you all access to the email. If you do not have your business plan back yet, then wait until you get it to fill out the form. The Halfway House Coalition Website will be ready to upload all your documents to your own portal. Do not send anymore documents. Here is the email we received last Friday.
📧 EMAIL SENT FROM MILDRED "MILLI" SMITH | Replay
Happy New Year, Elder & Diamond:
Thank you for all the work you did last year to bring clients forward for funding. There are about 20 clients ahead of you. My attorney & CPA have indicated they are funding 10 eligible clients per day. The attached list includes items that need to be cleared before eligibility occurs. My attorney has said he will not fund any projects which are not shovel-ready, which a Project Manager does not confirm. Please, send me your complete list of clients using the attached format created by my CPA.
Call if you have questions, but let's plan a time to speak. Thank you in advance for your cooperation. This process had to be formalized with attorney & CPA, and basically taken out of my hands qualifying clients or funding with a formal procedure. To protect the integrity of my efforts to fund your clients, these procedures have been set in place. So, here is where we are today. I need you to send your clients list in the format attached. Have a Blessed Day.
Sincerely Milli,
Mildred "Milli" Smith
Veterans Development Group