WHAT’S INCLUDED IN THE PURCHASE? 

• Video Tutorial
• 20-Page Quick Start Guide
• 4 Templates of Spreadsheets
• 1 Sample Excel Spreadsheet with Mock Data
• Excel Spreadsheet with Empty Data
• Sample Google Sheets Spreadsheet with Mock Data
• Google Sheets Spreadsheet with Empty Data
• Editable in Google Sheets and Microsoft Excel
• Compatible with MAC, PC, Phones, or Tablets
• 8 Spreadsheet Tabs

TABS:

1. Instructions
2. Settings
3. Main Dashboard
4. Lead Generation
5. Project Tracker
6. Task and Follow Up
7. Communication Log
8. Customer Feedback

Features:

• Intuitive and quick set up in just a few steps
• Lead generation dashboard
• Project management dashboard
• Task and follow up dashboard
• Communication log dashboard
• Customer feedback dashboard

1. Settings:

• Personalize your tool: Configure preferences, user settings, and customize your dashboard.
• Set up default options for lead generation, project tracking, and communication logs.

2. Main Dashboard:

• Get an overview of key metrics and insights.
• Monitor the progress of leads, ongoing projects, and overall customer interactions.

3. Lead Generation:

• Capture and manage leads effectively.
• Track lead sources, communication history, and lead status.
• Convert leads into projects seamlessly.

4. Project Tracker:

• Monitor the status and progress of ongoing projects.
• Assign tasks, set deadlines, and track project milestones.
• Access project-related communications in one centralized location.

5. Task And Follow Up:

• Create and manage tasks associated with leads or projects.
• Set reminders for follow-ups and deadlines.
• Ensure nothing falls through the cracks with a comprehensive task management system.

6. Communication Log:

• Maintain a detailed record of all client communications.
• Easily retrieve and review past interactions for reference.
• Facilitate seamless collaboration among team members.

7. Customer Feedback:

• Gather and analyze customer feedback for continuous improvement.
• Track satisfaction levels, identify areas for enhancement, and respond to customer comments.
• Integrate valuable insights into future projects and service enhancements.

!! IMPORTANT !!

YOU WILL NEED:

• A device to access Google Sheets or Microsoft Excel
• A Google Account (if editing through Google Sheets)
• Microsoft Excel (if editing through Excel)
• Basic computer knowledge

HOW IT WORKS:

1. Purchase (instant download)
2. Upload the PDF file (access to Google Sheet)
3. Download the Excel template
4. Open the spreadsheet (start planning!)