Client Action Manager – £220

Client Action Manager – £220

by | Aug 6, 2021

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...
Repetitive Task Checklist – £25

Repetitive Task Checklist – £25

by | Sep 17, 2020

Home Basic Range REPETITIVE TASK CHECKLIST What this spreadsheet does: It helps you to remember all the steps required in repetitive tasks. Who this is ideal for: Anyone who does the same task (or mini project) over and over again and needs to remember various steps....
Task Calendar – £25

Task Calendar – £25

by | Feb 10, 2020

Home Basic Range TASK CALENDAR What this spreadsheet does: It helps you to visualise your tasks in either monthly or daily views. Who this is ideal for: Anyone who has a task list, and wishes to visualise the tasks in a colourful layout. This shows the monthly...