✦ Chef Jojo 30A · Admin Portal ✦
End of Day Report
Market Coordinator & Guest Relations
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Today's progress
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🌸 Step 1 of 7
Let's start with you
Fill in your name and today's date before diving in.
✦ Step 2 — emails & inquiries ✦
📬 Client Communication
Emails & Inquiries
Your inbox is the heartbeat of this business. Nothing sits unanswered longer than 24 hours, babe. 💌
💌
Email & Client Response
All contact after Chef Jojo's first message is yours to own
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✅ Checked inbox & replied to all client emails this shift
All follow-up communication after the first contact is yours
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🔁 Followed up on any emails left unanswered from yesterday
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🌐 Checked all 3rd-party platforms for new inquiries
Yelp · Google · Instagram DMs · Facebook · Wedding sites
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📋 Logged all new leads into HoneyBook
Name · event date · type · guest count · contact info
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🟡 Flagged any client questions for Chef Jojo via Monday.com
Tag her directly — not a DM or text
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📩 Confirmed all booked clients received their booking confirmation
HoneyBook status should read "Booked"
✦ Step 3 — BEOs & event files ✦
📄 Event Files
BEOs & Event Details
If it's not on the BEO, it doesn't exist. 🍽️
🍽️
Banquet Event Orders
Build · Review · Submit to Chef Jojo
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✅ Created or updated BEOs for all events in the next 7 days
Date · time · guest count · menu · dietary notes · full address
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🟡 Sent BEO to Chef Jojo via Monday.com for review
Attach PDF or Canva link directly to the task card
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✅ Verified menu selections match what the client approved in HoneyBook
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📞 Sent 3-day confirmation emails to events this weekend
Address · parking · arrival window · dietary changes
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📊 Updated the internal event tracker (chef assigned, status)
✦ Step 4 — monday.com ✦
🟡 Task Management
Monday.com
All tasks and questions live here — never in texts! 🙅♀️
🗂️
Tasks & Communication
Keep statuses current · Tag Chef Jojo when needed
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✅ Reviewed all tasks assigned to me — updated statuses
Done · In Progress · Stuck · Waiting on Chef Jojo
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🟡 Sent any questions or new requests to Chef Jojo via Monday.com
Business tasks never go by text — Monday.com only!
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🎨 Completed any assigned slow-day tasks (Canva, spreadsheets, PDFs)
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📆 Checked tomorrow's schedule and prepped any notes needed
✦ Step 5 — honeybook & accounting ✦
🍯 HoneyBook + 📊 Accounting
HoneyBook at Full Capacity
A backend so organized our accountant can pull anything in seconds. ✨
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HoneyBook Housekeeping
Invoices · Contracts · Tags · File Organization
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💸 Checked all open invoices — flagged any past-due to Chef Jojo
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✅ Confirmed payments received today are logged correctly in HoneyBook
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📝 Sent contracts or questionnaires to any newly booked clients
Chef Jojo does the first invoice — you handle everything after
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🔖 All new projects tagged by event type, service, and month
Tags let the accountant filter and pull reports instantly
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🗂️ Invoice line items itemized (service fee · food cost · gratuity · taxes)
No lump sums — every charge needs its own line
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🔔 Scheduled or sent follow-up reminders via HoneyBook automations
📊
Collective Accountant Tasks
Building a backend the accountant can actually work with
0 / 6
✓
📁 All completed events this week have a finalized, closed invoice
No open invoices for events that already happened!
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🏷️ HoneyBook invoice naming convention is consistent across all projects
e.g. DATE_ClientLastName_EventType
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💬 Sent any HoneyBook structure questions to Chef Jojo via Monday.com
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📤 Any reports the accountant requested this week are pulled & shared
HoneyBook → Reports → export as needed
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🧾 Contractor payments (chefs, servers) tracked separately from client invoices
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🤝 Noted any open accounting questions for the Collective accountant below
✦ Step 6 — notes & highlights ✦
✍️ Notes & Highlights
Wins, Needs & Tomorrow
Spill it all — the good stuff, the questions, what's front of mind for tomorrow. 🌅
✨
Today's Notes
Be specific — Chef Jojo reads every word
🌸 Today's highlights & wins
🙋♀️ Needs Chef Jojo's attention
📊 Accounting & HoneyBook notes
🌅 Top priority for tomorrow
✦ Step 7 — your vibe ✦
🌸
How are you feeling?
Your energy matters around here
✦ Pick your vibe for the day
Sent instantly to chefjojo@chefjojo30a.com & logged to your Google Sheet 🌸
You did that, girl!
Report sent to chefjojo@chefjojo30a.com.
Rest up — see you tomorrow for more magic! ✨
Rest up — see you tomorrow for more magic! ✨