October’s Template of the Month – Buy this month to qualify for a FREE Online Masterclass on Tues 4th Nov at 3pm (unable to attend? a recording will be sent out)
This is for you if you are a Sole Trader, Solopreneur or Small Independent Business.
Say Goodbye to Scattered Contacts: Your All-in-One Client Database & Network Tracker Spreadsheet!
Are you a small business owner or solopreneur tired of juggling client details across multiple platforms, notebooks, and scattered files? Imagine having all your valuable connections, from initial networking to ongoing client relationships, neatly organised and at your fingertips.
This isn’t just another spreadsheet; it’s your new secret weapon for streamlined Client Management.
I’ve designed this comprehensive Client & Network Database Spreadsheet to bring all your vital business relationships into one central, easy-to-use place. Whether you’re making new contacts at events, receiving referrals, or tracking current clients, this tool helps you:
- Effortlessly Collates All Connections: Keep a record of every contact made through networking, referrals, and events.
No more forgotten names or missed follow-ups! - Seamlessly Track Your Client’s Journey: Once a contact becomes a client, seamlessly transition their information to manage services rendered, track project progress, and monitor all invoicing details.
- Empower Your Growth: With all your client data organised, you’ll gain clearer insights, strengthen relationships, and identify opportunities for growth, all while reducing administrative headaches.
And the best part? It comes with full, clear instructions on how to use it properly, so you can hit the ground running and start seeing the benefits immediately.
What it is
The Client & Network Template has been designed to be easy to use, clear to read and automated for stress-free collation of your Client Data. This spreadsheet is a way for you as a Small Business, Sole Trader or Solopreneur to keep track of your Connections made through Networking and Events, and tracking any Client data. This is an essential part of running a business.
Why you need it
“We Network to make connections, collaborations and maybe even a few friendships. But it is so easy to swap business cards, connect on Social Media only to lose track of who you have met and where.
This Template was created out of the experience of meeting so many people, and when the need arose not being able to remember names or companies who I could work with. This can be frustrating but it also means that those precious contacts we make often fall by the wayside. Unless you are in the same circle and meet regularly, some really good connections could be lost.
Also the chances of social media closing down your page, or losing your data is a real issue often taken for granted. Having your contacts saved on a spreadsheet means you have total control of your database.
Once you convert your connections to Clients, you can track your meetings, conversations and services you have undertaken. Any personal details like birthdays, remembering family or dog names means your conversations are more friendly as you get to know them and you can celebrate your clients’ milestones with them.”
How you will benefit from updating it regularly
“Updating this sheet after every networking event, or even once a week, will mean you capture those conversations, any interest in your services / products, and if you felt you would like to work with them. Don’t underestimate the power of instinct when you meet people, you will find you gravitate to people who suit you and your business and visa versa.
You will find that you won’t have that drawer in your office brimming over with leaflets and business cards, all the information you need is right here.”
Reclaim your time, gain peace of mind, and turn your network into your most valuable asset.
Grab your copy today and transform your Client Management from Chaos to Calm!