Search results: client advisory

• 

  Client Advisory Pack

  Client Advisory Pack (Excel) — Monthly FP&A Reporting Engine for Accounting Practices

  management reportingclient advisoryaccounting practiceadvisory servicespractice growth

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  $185.00

  by StatimFP&A
• 

  Cash Flow Advisory - The Why, How & What?

  Cash flow advisory is highly variable (cash flow can be impacted by many different factors and the tools and skills are difficult to find. Look no further.

  cash flowfinancial modellingmodellingcash flow modellingadvisory

  299Discussadd_shopping_cart

  $299.00

  by Lance Rubin
• 

  MEEM Client Relationships Valuation Model - CAC, Churn & Excess Earnings

  An Excel valuation model for estimating client relationship value using the Multi-Period Excess Earnings Method, with contributory asset charges and sensitivit

  valuationchurncacpurchase price allocationmeem

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  $45.00

  by Finance Cell
• 

  Client Tracker Spreadsheet | Customer Task Management | Customer Follow-Up Sheet | Simple CRM | Google Sheets Template

  A simple Client Tracker Spreadsheet. All-in-one file to manage customer tasks and communication actions. Provided in Google Sheets with online access.

  google sheetsclient managementclient trackerclient task managementcustomer follow-up sheet

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  $15.00

  by Elif Çağlan
• 

  How To Get New Clients

  This video will talk you through the "secret" to attracting new clients.

  salesoptimizationconversionmarketplacegenerating leads

  286Discuss

  free

  by Doc Stoc TV
• 

  Prince2 & Agile Weekly / Monthly Project Status Report for Client / Internal reporting of Project Health, 3 formats

  Prince2 & Agile project status report template in 3 PPT formats. Ideal for client & internal reporting of project health, risks, milestones & progress.

  matrixriskreportprojectinternal

  265Discussadd_shopping_cart

  $28.00 $21.00

  by Mark Whitfield
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  Client Tracker

  Client Tracker - client spreadsheet - CRM dashboard - CRM - CRM spreadsheet - client organizer - client dashboard - client planner

  small businessclient managementtask trackerbusiness plannerbusiness tracker

  68Discussadd_shopping_cart

  $5.00

  by Aman Khan
• 

  Startup Loan Brokerage Financial Model (Mortgage, SBA & CRE + Capital Advisory)

  This model was built to perform a 5-year financial feasibility study of a new loan brokerage business. It also has the capability to model capital advisory.

  income statementbalance sheetinvestment bankingfinancial statementsstartup financial model

  64Discussadd_shopping_cart

  $70.00

  by Jason Varner
• 

  Enterprise Client Onboarding & Time-to-Value (TTV) Tracker — CS Implementation Dashboard

  Reduce customer churn and optimize Time-to-Value (TTV) with a dark-mode implementation ledger that isolates client onboarding bottlenecks in real time.

  client onboarding trackercustomer success dashboardtime to value templatettv calculatorimplementation ledger

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  $20.00 $2.00

  by Scott Ortiz
• 

  How to better manage creative projects with your clients in 5 tips

  This Best Practice provides you with 5 top tips to better manage creative projects with your clients.

  communicationproject managementcolaborative tools

  110Discussadd_shopping_cart

  free

  by Wimi Academy
• 

  The Truth About Winning Clients Doctrine

  Turn expertise into demand ‘without selling’

  salesmarketingconsultingbusiness developmentclients

  14Discussadd_shopping_cart

  $199.00

  by P
• 

  The Truth About Winning Clients Doctrine (FREE)

  Turn expertise into demand ‘without selling’

  salesmarketingconsultingservicesb2b

  12Discusslibrary_add

  free

  by P
• 

  Sales/Business Development Advisory Agreement Template

  An easy-to-use document that will help you set out the expectations of your Sales Advisor with your business

  business plan templateadvisor agreementsales advisorsales advisory agreementbusiness development advisor

  1,617Discussadd_shopping_cart

  free

  by Bad Ass Advisors
• 

  How To Get More Clients

  Adam Erhart explains in a simple 7 step process how you can obtain more customers for your business.

  salesmarketingleadsgetting more clientsauthority

  145Discuss

  free

  by Adam Erhart
• 

  Management Consulting - Changing Paradigm. A Thought Leadership Paper by Fin-Wiser Advisory.

  Thought leadership paper on Management Consulting -Origin, evolution and Transformation

  consultantmanagement consultingthought leadershipprocess managementprocess mapping

  410Discussadd_shopping_cart

  free

  by Finwiserr
• 

  Stage 2 (2022) "Client's Model"

  This is a real-life example of an FMWC stage case.

  financefinancial modelingfmwcfinancial modeling case study

  189Discussadd_shopping_cart

  $20.00

  by Financial Modeling World Cup
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