Business Tracking Worksheet
Need to track your leads? Tired of trying to extract information from several places to keep track of where your business is? Want a little automation in your life? Check out my Business Management Template! This is a worksheet designed to help you keep track of leads, payments, contracts and finances. And the best part is: I have a video with a step by step guide on how to integrate Dubsado, Google Sheets (what the template is built on) and your booking software using the power of Zapier. It is a step by step video along with the worksheet you can tailor for your business. You will need: Dubsado Account (use "growwithjen" to save 30% off your first month or year if you are not already a subscriber) Paid Zapier Account (~$25/month) Scheduler (Acuity/Calendly – must be paid accounts. You can omit this portion if you like) Google Drive account (free!) Roughly 30 minutes to complete the zaps yourself!