Using personal emails for team functions is one of the most common mistakes I see in agencies and local service businesses. And it will absolutely crush you when someone leaves. Think about it. You set up a Zapier automation, a CRM notification, or a client follow-up sequence and plug in someone’s personal work email. Works great. Until that person goes …
How We Deboard Team Members
When a team member leaves, Operations removes their access from every system we use. This happens within 24 hours of the decision, following the checklist below. Operations owns the task. Our AI agents run the same checklist on behalf of Operations, so anyone on the team, human or agent, can execute it the same way. Before you start Where to …