Business Tracking Worksheet by Jen Rudd

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!

What's included?

Video Icon 1 video

Contents

Setting it All Up!
26 mins

FAQs

Do You Offer Refunds?

Due to the nature of this product, no refunds, exchanges, or replacements will be given. If you have questions on products, please contact us

Jen Rudd, PMP

Systems Consultant and Productivity Nerd.