Client Tracker

Regular Price: $28.00

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Regular Price: $56.00

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Tabs & Features Analyses Google Sheets & Excel Version Dashboard Tab Outreach... Read more

Tabs & Features Analyses

Google Sheets & Excel Version

Dashboard Tab

Outreach Efforts and Client Interaction Overview

Outreach Funnel Matrix: Analyze your outreach efforts through a visual matrix that exhibits the effectiveness and conversion rates.
Outreach Summary: Track the history of outreach efforts and view an aggregate summary to measure performance.
Client Summary: Evaluate client interactions and gain insights into the current status of client relationships.

Weekly Schedule Tab

Efficient Task Tracking and Management

Daily Task Tracker with Progress Bar: Visualize daily achievements and workload balance with a progress bar.
Filtering Options: Streamline your workflow by focusing on critical tasks with easy filtering options.
Date Highlighting for Deadlines: Stay ahead with date highlighting that keeps key deadlines in focus.

Analyses of Weekly Tasks Summary Tab

In-Depth Examination of Task Metrics

Progress Monitoring: Assess the completion status of weekly tasks to ensure objectives are met.
Task Insights: Dive into the data to understand task performance and areas that require attention.
Efficiency Analysis: Evaluate time management and work efficiency throughout the week.

Client Database List Tab

Comprehensive Client Information Management

Client Information: Store essential client details such as name, contact, and company information.
Interaction History: Keep a record of past interactions with each client for better relationship management.
Customizable Fields: Adapt the database to your needs by adding custom fields and information.

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In case of any questions about this product or your customization needs, feel free to reach out to us at support@acesheets.com or dial us at +1 289-544-9915.

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Dashboard Tab

Client Interaction Overview

Client Tracker is your comprehensive solution for managing client interactions and outreach efforts effectively.

Outreach Funnel Matrix: Analyze outreach effectiveness and conversion rates visually.

Outreach Summary: Track outreach history and measure performance with aggregate summaries.

Client Summary: Evaluate client interactions and gain insights into relationship status.

Weekly Schedule Tab

Task Tracking and Management

Daily Task Tracker: Visualize daily achievements and workload balance with progress bars.

Filtering Options: Filter through the weekly schedule of all employees on a click.

Deadline Highlighting: Stay ahead with highlighted deadlines for key tasks.

Calendar: Select dates easily with a pop-up calendar date picker.

Client Information Management

Client Database List Tab

Client Information: Store essential client details such as name, contact, and company information.

Interaction History: Keep a record of past interactions with each client for better relationship management.

Customizable Fields: Adapt the database with custom fields and information as needed.

Auto Calculate Columns: Automate calculations for metrics like reach count and lead status.

Manage Outreach History and Scheduling

Reach Out List

Outreach Scheduling: Plan and schedule future client interactions for regular communication.

Comprehensive Columns: Utilize extensive columns for outreach details like date, time, status, and notes.

Delegate Responsibility: Assign personnel for each outreach to streamline the process.

Reach Out History: Record detailed history of outreach efforts.

Schedule Leads Section: Efficiently manage and schedule follow-ups with leads for increased engagement.

Personalize For Your Own Needs

Settings Tab

Personalize your tracker with your own type of clients, their source, associated priority, client interest status, reach-out method, and employees.

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