Home Store MASTER DASHBOARD What this spreadsheet does: It helps you to keep on top of your sales, leads, jobs, and clients. Who this is ideal for: Anyone who provides a service and invoices fewer larger invoices than more smaller ones. Why you need this spreadsheet:...
Home Store CLIENT ACTION MANAGER What this spreadsheet does: It helps you to keep on top of staff and client tasks. Who this is ideal for: Anyone who goes ‘off script’ with their tasks and client communications and a CRM can’t keep up. Why you need...
Home Store ESTATE AGENT – BUYER PROPERTY MATCHER What this spreadsheet does: It matches would be buyers with listed properties. Who this is ideal for: Any estate agent who actually wants to help people find the right property. Why you need this spreadsheet:...
Home Store CONSTANT STAFF APPRAISAL What this spreadsheet does: It lets you monitor staff performance throughout the year. Who this is ideal for: Anyone who wants to collect staff performance data for quarterly or annual appraisals. Why you need this spreadsheet:...
Home Store LINKEDIN FOLLOW UP SCHEDULE What this spreadsheet does: It helps you to stay on top of your LinkedIn prospecting. Who this is ideal for: Anyone who messages people on LinkedIn in order to invite people to have a call or meeting. Why you need this...
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