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#Project #Sales & CRM #Advanced

Customer Projects

Welcome to your Customer Projects! Here you can store and manage all of your Customer Projects.

Customer projects are those in which the customer is directly involved in order to provide a customized solution to meet their specific needs.

Customer projects are typically long-term and require close collaboration between the customer and the service provider to ensure that the customer's specific needs are met. To ensure customer satisfaction, this type of project necessitates close communication and interaction between the customer and the service provider.

The customer will usually provide detailed project requirements and specifications, which the service provider must follow in order to complete the project successfully.

Template Configuration
5

Task status

New

Active Projects

Finished Projects

Finished

Closed

3

Task type

Done
Working on it
Stuck
11

Custom field

Client

Analysis

Est. Hours

Current Billable Hours

Hourly Rate

Client Cost

Notes

Timeline - Start

Owner

Timeline - End

Date Added

Template Details

Billable hour calculations for customers, real-time project overviews that are comprehensive, and effective stakeholder collaboration across teams.

What advantages does utilizing task template offer?

Build customized high-level project overviews with all the information team members require to meet deadlines and surpass client expectations.

  • Pay clients.

    Create quotes with ease using a configurable platform that shows contacts the hours worked, timeframe, and budget in real-time.

  • Effectively work with stakeholders

    To ensure that everyone is on the same page at all times, assign team members to initiatives and centrally oversee project planning.

The Customer Projects Template Default

Task Status: ☹[Active Projects]👌[Finished Projects]❎[Finished]
Task Type: [Done] [Closure] [Working on it] [Stuck]
Custom Field: Owner(text), Client(text), Timeline - Start(date), Timeline - End(date), Analysis(text), Est. Hours(text), Current Billable Hours(text), Hourly Rate(text), Client Cost(text), Notes(text), Date Added(text)
Task View: List, Board. File, Wiki

Reminder For remote work plan example:

Custom fields, task types, task status, etc. In the template can be customized, and you can adjust them according to the corresponding scene.

Ask for help:

If you have problems during the use of the template, please contact the Tracup team.

RELATED RESOURCES

  1. “Customer Success - Wikipedia.” Customer Success - Wikipedia, 1 Feb. 2020, en.wikipedia.org/wiki/Customer_success.
Creator
Other Info

Built in 2022-10-26 17:44:45

Table of Content
Reference
Problemio
Services to help entrepreneurs launch their businesses.

alex.genadinik@gmail.com

Alex Genadinik, Founder of Problemio:  Coached 1000+ entrepreneurs, taught 500,000+ students, impacted millions, I help entrepreneurs like you plan, start, and grow businesses thr... more
2023-01-19
Coached 1000+ entrepreneurs, taught 500,000+ students, impacted millions, I help entrepreneurs like you plan, start, and grow businesses through my apps, books, courses, 1-on-1 coaching, PLR courses. Scroll down, and learn about my story, my products and services, and get tutorials to help you. I also help people get their Elearning businesses up and running through course licensing, and if people want, here are discounts to many of my courses they can take as a student. Regarding other information, I also help people get their Elearning businesses up and running through course licensing: https://www.problemio.com/udemy/white-labeling-or-buying-udemy-courses.html And if people want, here are discounts to many of my courses they can take as a student: https://www.problemio.com/courses.html
Editor:  Problemio offers a variety of services to help entrepreneurs launch their businesses. These include online courses to help you plan and laun... more
2023-01-18
Problemio offers a variety of services to help entrepreneurs launch their businesses. These include online courses to help you plan and launch your business, business plans, a library of resources, and a community of experts who provide advice and support. It also offers tools such as an investor presentation builder, an analytics platform, a tracking system, and a social media platform. All of these services are designed to help entrepreneurs succeed in launching and managing their businesses.
WJ:  Problemio do be a effective help for many startup entrepreneurs Indeed there are useful step-by-step guides, in-depth tutorials and excellen... more
2023-01-22
Problemio do be a effective help for many startup entrepreneurs Indeed there are useful step-by-step guides, in-depth tutorials and excellent customer service.
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