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Elevate your business management with the Client Management Planner, designed by entrepreneurs for entrepreneurs. It's packed with features to nurture a fruitful client relationship, financial planning, and celebrating milestones.

 

Are you a small business owner, freelancer, or consultant juggling multiple clients and projects? Simplify your workload and boost your client management with our comprehensive "Client Management Planner." This isn't your average planner — it's a complete toolkit crafted to streamline all aspects of managing your clients and projects efficiently.

 

Imagine having all your client management tasks consolidated in one place. That vision becomes a reality with our planner.

 

Our planner includes:
Account Information & Client Profile for swift access
Client Order Form & Service Logs for tracking services
Invoice Template & Contact List for billing and communication convenience


Client Details Logs & Intake Form for meticulous record-keeping
Client & Project Tracking Logs for seamless progress monitoring


Daily Call & Lead Generation Trackers for enhanced client interactions and business growth


Meeting Planner & Notes with an Online Events Planner for seamless scheduling


Discovery Call & Client Challenges Forms for readiness in any scenario


Client Agreement Form & Work Schedule for organization and progress tracking


Priority & Project Planners for effective goal-setting and achievement


Productivity Wheel & Pomodoro Tracker for improved work efficiency


Password Tracker & Client Work Log for secure and detailed records


Progress & Weekly Hours Logs for evaluating your accomplishments


Monthly Fees Tracker & Goal Milestones

Client Management Planner

$3.38Price

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    BOLA is a Speaker, Publisher & a Certified Life Coach offering courses, keynote speaking and coaching that promotes personal and relationship growth through the practical implementation of proven biblical methods. My life's passion and purpose is to be of service to women who want to become empowered to alter the course of their lives and relationships.

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