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I am an entrepreneur that is in the final stages of finishing my operations manual & workflow for my firm. We are a client centric financial planning firm. I am looking for someone to edit and finish what I have created. The user manual will detail workflow, email templates, voicemail scripts, appointment setting scripts, & meeting scripts taking a prospect to client for my firm. I want to create an easily duplicatable manual so I can start hiring & training different offices throughout the country.
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