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👋 Thanks for checking out this template. It enables you to:
- Record communication with clients, manage their projects and the tasks that feed into them, here
- Automatically schedule follow ups with clients, when it's been a while since you last spoke, here
- Keep track of your / your team's productivity in terms of projects, tasks and communication, along with the status of upcoming / overdue items, in the Reporting Dashboard
- It's intended to be integrated with your CRM to give you a 360° view of your interactions with your clients
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<img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/aa3b7f8b-cbdd-4fad-a2c1-4a7fe11b8043/Copy_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/aa3b7f8b-cbdd-4fad-a2c1-4a7fe11b8043/Copy_Styled.png" width="40px" /> To duplicate this template please purchase it from my Stripe page ($15).
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Reporting Dashboard
Project Summary
Projects
Projects
Open Communication & Tasks
Open Communication - Closing & Delivery
These views display pages from the database which have a Purpose that's related to closing & delivery.
Communication
Open Communication - New Business
These views display pages from the database which have a Purpose that's related to new business.
Communication
Open Follow Ups