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 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...
Home Store REMOTE TEAM WORKLOAD MANAGER What this spreadsheet does: It enables you to assign tasks to staff, while keeping an eye on all the assigned tasks in one place. It also lets you regularly and easily consolidate what staff have done with your default task...
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