Search results: client portal

• 

  Consulting Client Portal OS | Excel CRM, Project Tracker & Financial Hub

  A streamlined, ready-to-use Excel management system tailored for solo consultants, freelancers, and boutique service agencies.

  financial forecastingproject trackerclient portalconsulting dashboardfreelancer crm

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  $19.00

  by Vertex Digital
• 

  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

  308Discuss

  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

  345Discussadd_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

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  $5.00

  by Aman Khan
• 

  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
• 

  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
• 

  Agency Financial System — Client Profitability, P&L & 5-Year Cash Flow

  Excel system for agencies and consultants: client profitability, team utilization, P&L and 5-year cash flow

  p&lcash flowfinancial modelconsultingexcel template

  10Discussadd_shopping_cart

  $227.00

  by ModelForge
• 

  Freelancer Business Planner – Budget, Debt, Clients & Taxes Excel Template

  An 8-tab Excel & Google Sheets system designed for irregular income. Tracks income, clients, expenses, baseline budgeting, debt payoff, savings, and taxes. Prot

  small business financedebt payoff plannerfreelancer budget templateirregular income trackerexpense tracker spreadsheet

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  $5.00

  by Mimi Deipz
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  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

  113Discussadd_shopping_cart

  free

  by Wimi Academy
• 

  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

  163Discuss

  free

  by Adam Erhart
• 

  The Truth About Winning Clients Doctrine

  Turn expertise into demand ‘without selling’

  salesmarketingconsultingbusiness developmentclients

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  $199.00

  by P
• 

  The Truth About Winning Clients Doctrine (FREE)

  Turn expertise into demand ‘without selling’

  salesmarketingconsultingservicesb2b

  27Discusslibrary_add

  free

  by P
• 

  Stage 2 (2022) "Client's Model"

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

  financefinancial modelingfmwcfinancial modeling case study

  224Discussadd_shopping_cart

  $20.00

  by Financial Modeling World Cup
• 

  Accounts Receivable Tracker | Google Sheets | Customer Payment Tracker | Client Ledger

  Accounts Receivable Google Sheets Template. Record your invoices and payments, then track cash flow and open balances. Accounts Receivable Tracker. Ready file.

  google sheetsaccounts receivablepayment trackerinvoice trackerfinance tracker

  399Discussadd_shopping_cart

  $20.00

  by Elif Çağlan
• 

  Consumer Lifetime Value & Client Acquisition Cost Calculator Free Template

  This Template is to provide users with a ready-to-use calculator of consumer lifetime value throughout the assumed market inputs.

  calculatorcost per clickconsumer lifetimecost per consumerfree calculator

  248Discussadd_shopping_cart

  free

  by JL Valuation & Modeling
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