What's in the System

Everything below comes in the one purchase โ€” nothing here is sold separately.

Clients & Proposals

17 clients (3 of them lost leads) and 14 proposals with weighted pipeline values.

Instant download12 months of updates

Projects & Tasks

16 projects and 36 tasks with owners, statuses, due dates and budgets.

Instant download12 months of updates

Time & Invoicing

24 time entries and 18 invoices with exact hours ร— rate and tax arithmetic.

Instant download12 months of updates

Expenses & Meeting Notes

18 expenses and 14 meeting notes, linked to clients and projects.

Instant download12 months of updates

SOP & Checklist Pages

12 pages of procedures, scripts and checklists, 728-840 words each.

Instant download12 months of updates

Setup Guide

Rebuilds the 11 relations, 9 rollups and formulas that CSV import cannot carry.

3,337 wordsGet the System
Instant download12 months of updates