Client Relationship Management Spreadsheet
Super Useful CRM Spreadsheet to Sell!
CRM (Client Relationship Management) systems with a ton of bells and whistles cost an arm and a leg.
But most solopreneur businesses don’t need all that functionality. They are not managing whole sales teams. They just need a simple way of keeping track of their customers.
This Client Relationship Management Spreadsheet fulfills that important need and at a tiny price.
It’s perfect for coaches and consultants and can be easily adapated for anyone who works with clients 1-2-1. It makes the task of logging, organizing, and updating client data easy and saves business owners time so they can focus on what they are in business to do.
You can use the spreadsheet for your own business, but it also comes with PLR commercial rights so you can edit it as you wish (instruction booklet included) and sell it in your store.
How Does the CRM Spreadsheet work?
The spreadsheet uses the free Google Sheets app that customers can access on any device.
Customers can tailor the spreadsheet to suit their own business and add details of their leads and clients as they work with them with the help of handy dropdown boxes.
It covers onboarding info and session details for each client as well as tracking payments and feedback.
And there’s a session calendar with a monthly view.
A useful archiving system keeps current clients front and center of the business, while older data does not need to be deleted (and can be brought back if the client returns.)
An overview sheet gives a breakdown across categories and provides a useful list of upcoming client appointments.
Client management with no fuss and maximum return with very little effort!
See the spreadsheet in action:
Can I make the spreadsheet unique?
The Customer Relationship Management Spreadsheet comes with commercial rights to edit and sell. You get the Google Sheets template so you can edit as you wish.
You will also receive an illustrated PDF instruction booklet for Google Sheets showing you exactly how to change the:
- Header graphic
- Color of the cells
- Colors used in the charts
and to:
- Extend rows
What’s included?
Just $37
Create your own unique digital product business even if you don’t have much time or money!
Frequently Asked Questions
What is a Customer Relationship Management spreadsheet and how does it work?
The Customer Relationship Management spreadsheet is a tool based on Google Sheets. It is used to track lead and customer status, data, and interactions in one place for those who work with clients in a 1-2-1 situation.
I prefer Excel. Can I use that instead?
The spreadsheet uses Google Sheets and has not been tested on Excel. However, if you purchase, you’re welcome to create a version of the spreadsheet in Excel if you wish.
Can I customize the spreadsheet?
You can change anything you wish about the spreadsheet before you sell it including the text, calculations, and design. You can also add additional pages if you wish and package it up in a different format. Or customize it for a specific niche or audience.
What about currency? I’m not in the US.
Customers select the currency they wish to use on the input data sheet.
Do customers need to have experience with spreadsheets to use this product?
No, the spreadsheet is designed to be user-friendly and easy to use, even for those who have no prior experience with spreadsheets and getting started instructions are included in the product itself.
Can the spreadsheet be used on a mobile device or tablet?
Yes, the spreadsheet is compatible with both desktop and mobile devices, allowing you to manage your data on the go.
Can I pass on the PLR rights to the template or sell it
Your rights only allow you to sell the spreadsheet to end users NOT to pass the PLR rights to others.
What can I do with the finished product?
Here are some ideas:
- You can add your own version of the spreadsheet to your shop on Etsy and sell it
- You can customize the spreadsheet to suit particular niches or target customers and sell different versions in your shop
- You can advertise your spreadsheet as a freebie lead-magnet to grow your email list and blog traffic
- Your spreadsheet can be used as a valuable bonus for one of your courses or other digital products
Do you offer refunds?
As this is a digital product, I do not offer refunds. Please check this page carefully before buying. If you still have unanswered questions please reach out to me at [email protected]. Of course, if you have problems with your purchase, get in touch there too as I’m always happy to help.
Do I need to buy software to use the template?
No, all you need is a free Google account to use or edit the spreadsheet.
If I put this up for sale, will you guarantee it will sell?
I can’t guarantee sales as
a) it’s against FTP rules and
b) sales are always dependant on the effort you put into the product and your marketing strategies.
Are there any upsells?
You have everything you need with the main product but there are two extras that you can purchase with your spreadsheet.
The first is a bump offer of a seller’s pack (available to select on the checkout page). The seller’s pack will help you get your spreadsheet to market as quickly as possible ($7). It includes
a set of 10 mockups for your promo images
a product description template
160+ keywords to target with your spreadsheet
a customizable instruction booklet for your customers.
The upsell which you will see after you purchase the spreadsheet is a Vision and Goals Spreadsheet with commercial rights and included Seller’s Pack. This bundle is normally on sale for $44 but you can snap it up for $27 with the upsell offer.
PLR TERMS
- YES Completed product can be sold or given away in Google Sheets or any other spreadsheet format
- YES Text and images can be edited/deleted but individual graphic elements cannot be deconstructed/extracted
- YES The spreadsheet can be branded as your own
- YES Completed product can be added to paid or free membership sites
- YES Can be bundled with other products for an end user
- NO Cannot share the PDF with instructions for editing the file with others
- NO Cannot claim copyright
- NO Cannot share the download page with others
- NO Cannot pass on the PLR rights to others whether for sale, for free or in membership sites. You must sell or give away a completed product only.
- NO Cannot use SimpleHappiness.biz or Jan Small name on the finished product (if required to declare the original design, you may say “this design is based on a Simple Happiness Biz original product under license”)
Note: You will receive instant access to the product in your Simple Happiness Thrivecart Learn account once you complete the shopping cart process. As this is an instantly downloadable digital product, sales are final and no refunds are offered.
