Daily Task Form – Admin

Daily Task Form

Please complete the following form by the end of each work day.

Your full name *

Last Friday of the week *

Select the required day *

Mondays tasks completed *

Create/complete internal CRM tasks
Social media comments
Email checks and replies
Social media posts
Send insurance recommendations
Reco/MRO’s reminders emailed
Provide CPD training links via WhatsApp
Compliance tasks
LinkedIn networking
Progress mortgage cases
Blog posts

Tuesdays tasks completed *

Create/complete internal CRM tasks
Social media comments
Email checks and replies
Social media posts
Send insurance recommendations
Compliance tasks
LinkedIn networking
Progress mortgage cases
Introducer intro emails
Catch-up on social media tasks

Wednesdays tasks completed *

Create/complete internal CRM tasks
Social media comments
Email checks and replies
Social media posts
Payroll reconciliation
Compliance tasks
LinkedIn networking
Progress mortgage cases
Blog posts
Send insurance recommendations
Introducer emails

Thursdays tasks completed *

Create/complete internal CRM tasks
Social media comments
Email checks and replies
Social media posts
Send out remittance slips
Provide CPD training links via WhatsApp
Compliance tasks
LinkedIn networking
Progress mortgage cases
Introducer emails

Fridays tasks completed *

Create/complete internal CRM tasks
Social media comments
Email checks and replies
Social media posts
Send insurance recommendations
Compliance tasks
LinkedIn networking
Progress mortgage cases
Blog posts
Catch-up on social media tasks
Schedule weekend posts

Additional information (performance, feedback & suggestions) *

If a task was not completed, please provide the reason in the box above.

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Straker Financial Services Ltd. Registered office: Melville Building, Royal William Yard, Plymouth, PL1 3RP. Authorised and regulated by the Financial Conduct Authority (939746). © 2025 All Rights Reserved. There may be a fee at the point of an offer. The actual amount you pay will depend upon your circumstances. Your property may be repossessed if you do not keep up repayments on a mortgage or any debt secured on it.