{"id":107551,"date":"2023-02-14t11:58:18","date_gmt":"2023-02-14t16:58:18","guid":{"rendered":"\/\/www.g005e.com\/?p=107551"},"modified":"2023-02-26t22:47:46","modified_gmt":"2023-02-27t03:47:46","slug":"how-to-use-onenote-to-create-a-firm-playbook","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/02\/14\/how-to-use-onenote-to-create-a-firm-playbook\/","title":{"rendered":"how to use onenote to create a firm playbook"},"content":{"rendered":"
<\/a>client-specific information that should be included.<\/strong><\/p>\n by penny breslin<\/i> we use onenote to create a firm playbook for each client we work with. this program allows you to record voice and video and save it to a page or implant videos directly into the relevant onenote page.<\/p>\n more: <\/b>how to develop internal procedures<\/a> | why federated search matters<\/a> | tips for getting clients started on bos<\/a> | the best tech for your team and clients<\/a> | marketing? know your goals first<\/a> | eight things to stop doing now<\/a> | you don\u2019t have to do everything<\/a> we get lots of zoom recordings on procedures from firms. in our world, the onenote template has a specific page for all videos as a subpage for each client. this onenote book resides on the shared server so that all the team members can access it at any time to verify, review or update procedures.
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