1. Finance
   1. Biz Plan
      1. Proforma
      2. Presentation
   2. Investors
      1. Hirschbiel
      2. Patten
      3. Wilshere
      4. Alcaraz
      5. Reed
         1. Suitability
         2. Link
   3. Taxes
   4. Budget
      1. Burn Sheet
2. Tech
   1. Affiliate Portal
      1. Referral Type
         1. Affiliate
         2. Former Client
         3. Flood Only Button
   2. Invite to Case
   3. EOI Download
   4. Agent Issue Fix
3. Sales/Marketing
   1. Affiliate Referral Program
      1. Fee Steructure
      2. Agreement
      3. Marketing Emails
      4. Postcards
   2. Flood Revenue
      1. Decision tree
      2. Assessment Summary
      3. Flood Packet
   3. CE
      1. Dress Up 101 Course
   4. Newsletter
4. Operations
   1. Equipment
      1. Phone
      2. Headset
      3. Desks
   2. Hiring
      1. Navigator
      2. Brand Ambassador
         1. Howard jean
         2. Ron Morton
            1. Biz Cards
            2. Training Plan/Schedule
   3. Meetings
      1. Planner/ Standup