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 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...
Home Store SOCIAL MEDIA MARKETING REPORT What this spreadsheet does: It helps you to easily report to your clients about their social media activity. Who this is ideal for: If you’re a social media manager for various clients, then this is for you. Why you need...
Home Store RENTED ITEM MANAGER What this spreadsheet does: It monitors the costs and return dates for any rented items. Who this is ideal for: Anyone who regularly rents items, machines, or equipment, and needs to keep on top of them. Why you need this spreadsheet: If...
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