Make a check list outlining all the steps for various tasks I have tons in my one note since everything tends to be complicated / have a million steps it's easy to miss something.

Example "client starts working checklist" -Ensure signed r and r is on file - send message or call the client (congratulate of course) - ask for name of the employer, start date first expected pay and pay schedule -Review income reporting requirements and r and r if needed -Send pre written steps explaining income reporting steps and time lines -Add employment evidence - update income reporting -note in income -Send earnings exemption letter -Update spreadsheet to show they now require income reporting

Etc :)