How To Get New Clients
This video will talk you through the "secret" to attracting new clients.
303Discuss
free
by Doc Stoc TV
Search results: generating leads
by Doc Stoc TV
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.105Discussadd_shopping_cart$70.00
by Jason Varner
Marketing – Leads to First Contact Power BI Dashboard Template
The Marketing – Leads to First Contact Dashboard Template was created to provide quick visibility to how your leads are doing.410Discussadd_shopping_cart$20.00
by A&S Technical Solutions
Leads Generation Analysis Excel Template
Utilizing this template, you can effectively manage leads generated from your advertising efforts across various platforms and track the ROI of those leads.596Discussadd_shopping_cart$9.00$6.30
by Improve Your Excel
How to Use The Automated Lead Funnel To Generate, Develop And Close Leads
A tutorial on how to use the automated lead funnel, and how it can create, develop and close leads.374Discussfree
by Joe Crump
Valuation of an Income Generating Property - Excel Model
This Excel Valuation Model can be used to value property generating income.1,6153add_shopping_cartfree
by Aswath Damodaran
Basic CRM system Excel Model
Simple CRM system for tracking your team/sales contacts and leads717Discussadd_shopping_cart$25.00
by ModellingGuy
Retirement Planner Excel Model - Cash Flow Forecasting with Inflation Adjustment
Create an income generating schedule as well as budget your expenses for retirement.2,735Discussadd_shopping_cart$45.00
by Jason Varner
Franchise Business Financial Projection 3 Statement Model
3 Statement 5 year financial projection Excel model for a new or existing franchisor business generating franchise fees and mark-up on sale of products1,908Discussadd_shopping_cart$59.00
by Projectify
Gantt Chart Standard
A model for automatically generating a Gantt Chart for project managment773Discussadd_shopping_cartfree
by PMP James Chapman
Financial Advisor / Financial Planner Financial Projection Model
5-Year 3-Statement Excel projection model for Financial Advisor / Financial Planner business generating AUM fees, commission revenues and other consulting reven285Discussadd_shopping_cart$69.00
by Projectify
Car Dealership Salesmen: Customer Pipeline Tracker
A template that can be used by car salespeople to keep track of their win rate, leads, and more.343Discussadd_shopping_cart$45.00
by Jason Varner
Reit Financial Model
A real estate investment trust (REIT) is a company that owns, operates, or finances income-generating real estate. Modeled after mutual funds, REITs pool the c180Discussadd_shopping_cart$100.00
by Invexic Official
Vending Machine Business 5-Year 3 Statement Financial Projection Model
5 year rolling financial projection Excel model for a vending machine business generating revenue by providing products for sale in a number of vending machines564Discussadd_shopping_cart$59.00
by Projectify
Commercial Real Estate Financial Model Excel Template with DCF Valuation
A fully integrated Excel Real Estate Financial Model template designed to analyze and value income-generating properties220Discussadd_shopping_cart$49.99
by AUT Financial Modeling
Sales & CRM Dashboard
Optimize your sales process with this integrated Sales & CRM Dashboard. Track leads, manage customer relationships, and analyze performance effectively.425Discussadd_shopping_cart$10.00
by Mubbasshir AR
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- 3 hours ago
Discounted Cash Flow (DCF) Analysis with IRR and NPV
Several spreadsheets that can be used for the analysis of a real estate investment from various perspectives18,1622add_shopping_cartfree
by Norm Miller PhD
- 3 hours ago
Progress Chart Widgets
A set of 5 simple chart widgets designed for recording KPIs and visualizing progress made toward set targets2,063Discussadd_shopping_cartfree
by SHEQXEL
- 7 hours ago
Product Lifecycle Analysis Excel Template
Too to define the maturity of an industry in which a company is competing or the maturity of the products that it sells.2,230Discussadd_shopping_cartfree
by Alberto Scappini
- 7 hours ago
TOWS Matrix Excel Template Free Download
The model has build to helps the user to form a SWOT analysis and TOWS matrix as a strategic roadmap for the business in excel template3,502Discussadd_shopping_cartfree
by ECF Consultancy
- 7 hours ago
Financial Model Assumption Book
Financial model assumption and reference sheet template to be linked to the model5,938Discussadd_shopping_cartfree
by FinExMod
- 8 hours ago
How to Create an Enchanting Pitch
This is to help you make great Pitches with PowerPoint for your business.1,141Discussadd_shopping_cartfree
by Guy Kawasaki
- 9 hours ago
ProfitQube and Company Presentation
BROCHURE - ProfitQube and Company Overview. Please go to Youtube link for Demo: https://youtu.be/JtBbZAivh7k439Discussadd_shopping_cartfree
by Gian Paolo Avanzo
- 10 hours ago
Charts & Figures - Powerpoint Template
Charts and Figures template will assist in the presentation of raw data/information and key business metrics359Discussadd_shopping_cartfree
by Wall Street Oasis
- 10 hours ago
Company Drivers - Powerpoint Template
Company drivers describe the key contributors to revenue and consequently profit for the company375Discussadd_shopping_cartfree
by Wall Street Oasis
- 14 hours ago
Future of Finance Lab: Best Practices for AI-Powered Accountants & AI-Driven Financial Modeling - Session #1
Designed for finance professionals, accountants, and analysts seeking to leverage AI and automation in their workflows as AI-Powered Accountants (Session #1)380Discussadd_shopping_cartfree
by Lance Rubin
- 1 day ago
Growth Deck
This growth deck shares insights into how to build a growth team.508Discussadd_shopping_cartfree
by Andrew Chen
- 1 day ago
Startup Financial Plan Template
Ongoing document made to guide you in running your business, when in need of funding or financing.3,4892add_shopping_cartfree
by Serious Funding
- 1 day ago
2014 Round 1: Snakes and Ladders
Excel training/competition model from the 2014 Financial Modeling World Championships1,198Discussadd_shopping_cart - 1 day ago
Equity & Investment Cap Table Model Template
An Excel spreadsheet to model out cap table equity and dilution through your financing rounds3,839Discussadd_shopping_cartfree
by Giff Constable
- 1 day ago
Stock Transfer Form Template
A pre-made, ready to fill in template that is used to transfer shares to a new shareholder from an existing shareholder2,009Discussadd_shopping_cartfree
by Jonathan Lea
- 1 day ago
E-Commerce Financial Model for Startups
An extremely detailed, methodical package for entrepreneurs on how to build a financial model for an e-commerce startup.26,5811add_shopping_cartfree
by Matt Carroll
- 1 day ago
Fault Current Calculation Spreadsheet
MS Excel Spreadsheet helping you to easily calculate fault current.6,8442add_shopping_cartfree
by John Sokolik
- 1 day ago
Inventory valuation calculator (LIFO, FIFO, Average Cost)
Calculate the value of inventory (goods or even financial instruments available for sale), using LIFO-FIFO-WAC, with this simple excel model template.4,4521add_shopping_cart - 1 day ago
Project Finance Debt Metrics (Manual and Template)
This manual and workbook are designed to help you build metrics required by lenders for project finance transactions.1,629Discussadd_shopping_cartfree
by FinExMod
- 1 day ago
Financial Model audit check list - spreadsheet
This is an audit or productivity tool that you can use while reviewing someone else’s models.9,1666add_shopping_cartfree
by FinExMod
