LoriStephens

KatieAdkins

● First point of contact for Lori

Amanda Montgomery

● Commission● Quickbooks updates● Monthly advisor fees● Supplier Registration

ChristyBates

● Training Platform problems● Signature marketing● Website (bio, headshot, reviews)● Shop orders

AshleySwitzer

● Sharepoint Questions● Process Improvement● Spreadsheet Assistance & Tracking Numbers● Internal Business Development & Coaching

Allyson Chitwood

●Tern training

Judd Stephens

●IT issues● Microsoft 365● Email● Account creation