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client management and gift planning

Client gift list and schedule planning

Behnam ยท 2025-12-04 15:14:59 to 2025-12-04 15:17:52

Review: Pending Review

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Summary

The group tries to figure out which clients need gifts ordered next week, mentions working before Christmas (Mon-Wed), fixing the calendar, clients Claire/Hattie/Jack/Katie/Jeremy/Melvin/New Laura/Helen/Beth, and plans delivery of a movie/presents for Beth. They discuss whether to make nice gift boxes, but it is too late to order in time, and consider doing it next time.

Facts

  • Work before Christmas is Monday, Tuesday, Wednesday.
  • Claire and Hattie are not there anymore.
  • Thursday clients: Jeremy, Melvin; Friday: New Laura, Helen, Hattie.
  • Gifts need to be bought for next week.
  • Nice gift boxes take 2-3 weeks to order, so it is too late.

Tasks

  • Buy gifts for clients next week.
  • Buy everything tonight for next week.
  • Maybe prepare a movie for Beth.
  • Consider postponing nice boxes to next time.

Issues

  • Calendar needs fixing.
  • Too late to order gift boxes.