Any tips for staying organized during a deal when there are too many emails to keep track of, different versions of documents floating around, a million tasks to get done? How do you stay on top of everything?

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Checklists are life, bruh.

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100 fkn percent! 😆

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I like to create folders/ sub folders in Outlook for each project/ task and file the emails away accordingly. Makes it easy to keep track and reference when you need and keeps your inbox clean.
And same with documents…create folders for each project/ task in your drive to store most current versions and store older versions in archive subfolders in case you need to go back to reference.
For the millions of takes, MS has digital sticky notes i like to create to do lists that’s easy to reference and keep track. I’ve tried excel sheets for to do lists but it’s a pain lol
Hope that makes any sense!

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Checklists make or break a deal team.

Also, make sure you establish clear team responsibilities upfront. Someone (usually must junior) needs to be running version control on all docs and rolling in every turn to the system copy, including descriptions in the comment box, as soon as it comes in.

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