Meeting Follow Up/Handoffs to Virtual Assistant

Hi! I am working remotely for an advisor and this is her first time using a VA so we've had a few bumps in the road with regards to tasks that need to be completed post-meeting. Can any advisors share how they handle the meeting follow up? We currently use Redtail CRM and are getting our feet wet with Asana, PreciseFP and AssetMap. And also, I'm looking for a form that an advisor could use that could tell me what accounts need to be opened.

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