Hey and welcome to my client dashboard template. This is currently version 1.0 and we are just getting started.
You’ll find many things inside this dashboard but the one thing it has been designed for is for you to be as productive as you can be.
Thats why not only have I written instructions down below but I’ve also written a few rules you should try and follow along with your client to make sure this process goes suppppeeerrrr smooootthhhhhh.
Anyway... enjoy !
How to use this template:
- This template is designed to be used between you, your team and a client. Make sure you invite them all by hitting share in the top right !
- It's duty is to house all communication in one place. This avoids app spread over email, instant messenger and other tools.
- You can make a copy of this document for each client you have and rename it to the name of their company.
- Make sure to delete this page and edit the questions inside . (instructions below on how to do this)