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Use this template to create and manage a project plan. A project plan is essential for defining a project and keeping its sechedule on track. Your project plan should typically include the scope, goals, deliverables and deadlines of your project.
CRM (Customer Relationship Management) is a tool used for managing business relationships. Keep track of your contacts, who they work for, what you need to do for them, and open opportunities in your deal pipeline.
Every production team needs a content calendar (a.k.a editorial calendar) to track and manage deadlines and the whole content creation and publishing process. Use this free spreadsheet template to plan, manage, and collaborate on content schedules and assets from one place.
An Employee Directory is used to store information about staff in a single location for shared access throughout the organization. It can be used to track and manage a wide variety of information about employees such as: names, job titles, contact information, location, job skills, current projects, work hours, vacation schedule, personal interests, and more.
Track and manage product inventory, sales, fulfillment centers, and vendor relationships. Inventory management is a system for sourcing, storing, and selling products in inventory. Successful inventory management means the right products, at the right stock levels, in the right place, at the right time, and at the right cost as well as price.
Plan and manage all tasks related to a product launch such as product research, marketing materials, sales materials, and a timeline of activities. Assign tasks to owners. View tasks by status in a Kanban board. Filter tasks by status and due date to make sure you don't miss any deadlines. Shared views for "My tasks" allow collaborators to focus only on their deliverables.
The Applicant Tracking template serves as a database for candidates and their resumes, as well as details about each job opening. Candidates are linked with jobs and hiring managers can easily collaborate with recruiters and HR on candidate status, feedback, etc. Kanban views make it easy to manage moving candidates and job openings through the interview and job opening lifecycle.
Asset Management provides a central place to keep track of computers, office equipment, and anything else that is owned or maintained by the company. Link assets to rows in the Vendors worksheet to track where each asset was purchased from. Monitor total asset spend and amount written off. Link assets to employee rows in a different workbook to track who is using each item.
This workbook is designed for measuring product/market fit (PMF) as defined in Rahul Vora's First Round Review article. It's an all-in-one template designed to set up and distribute a PMF survey, capture responses, analyze results, and perform target persona segmentation with only a few minutes of work.
Use this template to create and manage multiple projects and their tasks. Project plans are essential for defining projects and keeping sechedules on track. They should typically include project scope, goals, deliverables and deadlines.
Use this invoice template to create and customize your own invoices to your clients. An invoice is a document used to itemize and record a transaction between a vendor and a buyer. Typically, a business sends an invoice to a client after they deliver the product or service. The invoice tells the buyer how much they owe the seller and sets up payment terms for the transaction.