This page is a collection of useful and relevant resources for small business owners and managers. Please browse through the collection of business tools such as forms, templates, calculators and presentations. If you have any queries or would like to share your feedback, please write to us. We usually reply to all feedback, suggestions and queries within 24 hours.
Lead Management Excel Sheet
While there are FREE and budget friendly options available for lead management, if you are just starting, a simple to use excel spreadsheet may be the best option for you. Click here to download a simple to use free lead management excel sheet. The dashboard gives you a snapshot of all important sales metrics such as deal value, conversion percentage, average days to close, monthly trend, source and stage wise leads break-up.
Client Engagement and Risk Tracker
Client often give subtle signals of dissatisfaction before they finally decide to end the association and business deal. These signals could be verbal, written or sometimes unstated. Tracking and monitoring the engagement and risk status for each client helps in addressing their unstated complaints and triggers of dissatisfaction. Click here to download a FREE Client Engagement and Risk Tracker.
Kano Model – Free Kano Analysis Evaluation Sheet
Customer needs keep changing. Kano model is an efficient tool to understand customer needs and formulate business and product strategy to meet those needs and expectations. Click here to download a Free Kano Analysis Evaluation Sheet.
5 Why Analysis Template
Machines break down. A critical raw material may be out of stock. Purchase has to be delayed as approval was delayed. The new intern did not turn up on the first day of job. These and many such problems happen at work almost every day. We juggle through these all day fixing one at a time. In a rush for an instant fix, we miss looking beneath the surface. The root cause is not addressed and hence problems reoccur. It becomes a loop. 5 Why analysis is an easy method to dissect a problem and reveal its underlying causes. Download this free word template for 5 Why Analysis.
