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Xmas Small Business Tracker for Freelancers
The perfect tool for freelancers and small businesses to manage clients during the holiday season.
NOK 90
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Details
This Xmas Small Business Tracker is specifically designed for freelancers and small businesses across the USA, UK, Canada, and Australia. It offers an effective solution to manage customer interactions during the busy holiday period while ensuring compliance with local regulations.
With this tracker, you'll receive a comprehensive client database that includes contact details, gift status, and logs of your last and next follow-ups. Additionally, you'll find a pre-filled invoice template that adheres to local guidelines, making invoicing straightforward and hassle-free.
The tracker also features an activity log to record important interactions, a festive pipeline to plan seasonal campaigns, and a dashboard with automatic sales graphs to visualize your progress. Perfect your holiday strategy and maintain strong client relationships this season!
What's inside
- Client database with contact details, last/next follow-up dates, and gift status.
- Pre-filled invoice template compliant with local regulations.
- Activity log for tracking interactions (Date, Amount in USD).
- Holiday pipeline for planning seasonal campaigns and New Year transitions.
- Dashboard with automatic sales charts to visualize your performance.
- 9-page PDF (A4 + US Letter)
- XLSX + CSV template
Good to know
- Compatible with any spreadsheet app.
- Best for freelancers and small business owners.
- For personal use only; not a professional financial tool.
- Ensure to check local regulations regarding invoicing.
Format & delivery
- One ZIP file containing:
- Weihnachts-Kleinunternehmer-Tracker-Fur-En/Weihnachts-Kleinunternehmer-Tracker-Fur-En-A4.pdf
- Weihnachts-Kleinunternehmer-Tracker-Fur-En/Weihnachts-Kleinunternehmer-Tracker-Fur-En-Letter.pdf
- Weihnachts-Kleinunternehmer-Tracker-Fur-En/Weihnachts-Kleinunternehmer-Tracker-Fur-En.xlsx
- Weihnachts-Kleinunternehmer-Tracker-Fur-En/Weihnachts-Kleinunternehmer-Tracker-Fur-En.csv
- Weihnachts-Kleinunternehmer-Tracker-Fur-En/README.txt
- Instant digital download after checkout. You also get the link by email.
Licence: personal use. Please don't resell or share the files.
Questions? [email protected]