Search results: client scoping

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  Fractional CFO Audit & Pricing Diagnostic — Retainer Scoping Google Sheet

  Audit client bookkeeping debt, score financial maturity, and calculate defensible fractional CFO retainers natively in Google Sheets.

  fractional cforetainer pricingclient scopingadvisory pricingfinancial maturity assessment

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  $20.00 $5.00

  by Scott Ortiz
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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

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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

  298Discuss

  free

  by Doc Stoc TV
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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

  302Discussadd_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
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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

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  $185.00

  by StatimFP&A
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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

  31Discussadd_shopping_cart

  $45.00

  by Finance Cell
• 

  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

  111Discussadd_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

  151Discuss

  free

  by Adam Erhart
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  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

  15Discusslibrary_add

  free

  by P
• 

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

  A centralized Google Sheets tracking terminal to monitor enterprise onboarding, measure Time-to-Value (TTV), and identify stalled accounts before they churn.

  client onboarding trackercustomer success dashboardtime to value templatettv calculatorimplementation ledger

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  $20.00 $5.00

  by Scott Ortiz
• 

  Stage 2 (2022) "Client's Model"

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

  financefinancial modelingfmwcfinancial modeling case study

  205Discussadd_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

  361Discussadd_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

  230Discussadd_shopping_cart

  free

  by JL Valuation & Modeling
• 

  Client Email Tracking Matrix

  Business Tracker | Communications Tracker | Call Logbook | Small Business

  excel templatebookkeeping templatebusiness plannerbusiness budgetcrm dashboard

  120Discussadd_shopping_cart

  $5.00

  by Aman Khan
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