Search results: client profile

• 

  Client Tracker

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

  small businessclient managementtask trackerbusiness plannerbusiness tracker

  97Discussadd_shopping_cart

  $5.00

  by Aman Khan
• 

  Buyer Persona Powerpoint Template & Guide

  14 slide deck explaining you how to create a Buyer Persona in powerpoint for you to portray your ideal customer.

  marketingmarketing strategytemplatedigital marketinghow to

  3,495Discussadd_shopping_cart

  $27.00

  by Anna Boiko
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  Ideal Customer Profile (ICP) - Persona - PowerPoint Template

  A simple PowerPoint Template Slide to present your ICPs (Ideal Customer Profile) personas with various parameters to refine your marketing & sales strategy.

  marketingsales strategyicppersonaideal customer profile

  4,420Discussadd_shopping_cart

  $6.00

  by Tim Demoures
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  Project Finance Excel Model - Unlimited Scenarios & Cost Profiles

  The project finance model with unlimited amount of scenarios and cost profiles.

  macroscenariosfinancial modelfinancial statementsproject finance

  935Discussadd_shopping_cart

  $39.00

  by ModeLoop
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  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

  922Discussadd_shopping_cart

  $15.00

  by Elif Çağlan
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  How To Get New Clients

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

  salesoptimizationconversionmarketplacegenerating leads

  313Discuss

  free

  by Doc Stoc TV
• 

  Medical Survey Profile Report Power BI Template

  The Medical Survey Profile Report Template is a report that can be used to profile customers based on survey responses and objective grouping.

  medical surveymedical profilesurvey profilemedical survey profilecustomer profile

  228Discussadd_shopping_cart

  $20.00

  by A&S Technical Solutions
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  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

  363Discussadd_shopping_cart

  $28.00 $21.00

  by Mark Whitfield
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  Client Advisory Pack

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

  management reportingclient advisoryaccounting practiceadvisory servicespractice growth

  44Discussadd_shopping_cart

  $185.00

  by StatimFP&A
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  Instagram Profile Tracker Excel Template | Who Unfollowed You on Instagram, See Who BAE Followed | No Login Required

  Instagram Profile Tracker Excel Template | Who Unfollowed You on Instagram, See Who BAE Followed | No Login Required, No Code in Browser

  instagram trackerfollow unfollowinstagram profile analyzerfollower analysissocial media tool

  571Discussadd_shopping_cart

  $6.00

  by Sirexcelco
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  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

  108Discussadd_shopping_cart

  $45.00

  by Finance Cell
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  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

  24Discussadd_shopping_cart

  $227.00 $158.90

  by ModelForge
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  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

  64Discussadd_shopping_cart

  $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

  118Discussadd_shopping_cart

  free

  by Wimi Academy
• 

  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

  58Discussadd_shopping_cart

  $19.00

  by Vertex Digital
• 

  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

  167Discuss

  free

  by Adam Erhart
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