spreadsheets for business

the client & customer process mapper

Whether you’re brand new in business or a seasoned entrepreneur, there’s always a lot going on and often a residual fear that something is going to fall through the cracks.

What if you could kiss that fear goodbye?

What if you could bring your organization to a whole new level, clearly mapping out every step of the process for working with your clients or serving your customers with enough detail that anyone could step in and complete the job?

What would that kind of organization do for your business? How would it free you to dream, plan, and grow because you know your clients and customers are cared for.

It seems impossible, but it’s not. 

full product details

The Client & Customer Process Mapper is your secret to success.

add to cart

$27

template features

fully customizable

Your Google Sheets template is fully customizable and ready for you to make it your own! Update brand colors, workflows, and more to make it fit your unique business!

conversion tutorials

Not a Google Sheets person? No problem! Your template purchase comes fully equipped with step-by-step instructions on how to convert it to Microsoft Excel or Apple Numbers.

lifetime customer support

Got a question about how a specific feature works? Template doing something that doesn't look right? Send an email day or night and we'll get your questions answered in a snap!

step-by-step video tutorial

Get the full benefit of your spreadsheet template from day one with a step-by-step, in-depth tutorial that walks you through every page and every feature so you can jump right in, spreadsheet maven or not!

spreadsheets 101

Whether you’re a spreadsheets newbie, or just want a quick refresher before diving in, the Spreadsheets 101 tutorial gives you an overview of the basics and the confidence to fully customize your template!

all the sheets you'll find in the spreadsheet

Read Me First
Client/Customer Process
Example Process
Bonus! Canned Emails Template

dETAILS SPECIFIC TO The Client & Customer Process Mapper

A spreadsheet template designed to help you map out your client/customer process from start to finish in a simplified streamlined way, leaving no question unanswered about what happens when, who does it, and what tools are used!

WHAT IS IT?
WHO IS IT FOR?

Business owners who want to streamline their client/customer process and map it out in a clear way for themselves and/or current/future team members.

"

As a new entrepreneur, keeping track of workflows is so tricky. Making sure no step is missed as I bring in new clients or work on projects is crucial, but sometimes it's hard to keep things from falling through the cracks! This spreadsheet makes the process SO simple. It walks you through everything you need to do, who does it, if it's automated or not, and so much more.

jessica hook

This is definitely something you need for your business!

"

It was a great tool to help me think about my client process. I hadn't mapped out my onboarding process yet, so this encouraged me to actually write out my workflow. I also realized I should be writing templates for my email responses so I don't have to write them from scratch with every client. Sarah's template with her canned responses was SO helpful and gave me a great base for getting started writing my own!

Lauren Hurst

I thought I was organized before I started using this spreadsheet.

"

It helped me consolidate my client process while also making sure I didn't miss a single step. The added gold are all the client emails that come as a bonus with this template. So so helpful to see all of those emails in action! If you need to put your client processes together you need this template!!

Danait Berhe

This template was a God-send!

All purchases from the shop come with an in-depth video tutorial that will walk you step-by-step through how to use the template and customize it for your own business.

If you have additional questions, you can always reach out directly at shop@loveandspreadsheets.com.

01. how do I customize the templates?
answer:
02. WHAT IF I DON’T USE GOOGLE SHEETS?
answer:

No need to worry. While we only offer Google Sheets templates at this time, spreadsheet programs play nice with each other!

Depending on the template you purchase, there may be some minor formatting updates to make, but each template purchase comes with a video on how to convert your Google Sheets template for use in Microsoft Excel or Apple Numbers and make those adjustments.

03. Do you offer Excel or Numbers Templates?
answer:

At this time, we only offer templates for Google Sheets. However, if the demand becomes high enough, we will begin offering Excel and Numbers versions.

If you’d like to see a specific template (or all of them) offered for Microsoft Excel or Apple Numbers, please reach out and let me know!

You can reach out via my contact form or email shop@loveandspreadsheets.com.

04. What is your return policy?
answer:

Due to the digital nature of products in the Love & Spreadsheets shop, all purchases are non-returnable and non-refundable.

If, however, you are unsatisfied with your purchase in any way or are having issues customizing and using it in your business, please fill out the form on my contact page or send an email to shop@loveandspreadsheets.com.

05. Can you customize the template for me?
answer:

At this time, I do not offer customization of templates. I have done my best to create a template that is easy-to-use and easy-to-customize, and have included tutorials to give you confidence in customizing the spreadsheet template to your business and brand.

If you have any issues preparing your template for use, please reach out to shop@loveandspreadsheets.com.

06. Are the templates easy to use?
answer:

Yes! If you're brand new to using spreadsheets then there may be a bit of a learning curve, but I've got you covered there, too!

Every template purchase comes with a Spreadsheets 101 tutorial that will teach you the basics of using and customizing spreadsheets as a whole, along with an in-depth tutorial specific to your spreadsheet purchase showing you exactly how to use every sheet and feature.

07. what if i have issues with the template?
answer:

If you have issues of any kind with your template, don’t worry, friend! I’ve got you covered!

Email to shop@loveandspreadsheets.com detailing the exact issues you’re having and we’ll get things sorted out for your ASAP! Screenshots or screen shares will help me diagnose the issue that much faster, so the more info you can give, the better!

08. do you make custom spreadsheets?
answer:

During this season of life, I am unavailable for any custom work.

However, I am constantly working to create new products to add to the shop. If you’re looking for something specific you’d like to see there, send an email to shop@loveandspreadsheets.com to let me know!

09. THIS IS THE QUESTION?
answer:

Chocolate bar chocolate cake pastry danish liquorice icing soufflé gummi bears. Bonbon fruitcake jelly. Tiramisu biscuit marshmallow cupcake tiramisu sugar plum chocolate cake danish sweet roll. Dessert donut jujubes liquorice.

Powder cotton candy gummi bears caramels jelly beans jelly beans sesame snaps candy. 

10. THIS IS THE QUESTION?
answer:

Chocolate bar chocolate cake pastry danish liquorice icing soufflé gummi bears. Bonbon fruitcake jelly. Tiramisu biscuit marshmallow cupcake tiramisu sugar plum chocolate cake danish sweet roll. Dessert donut jujubes liquorice.

Powder cotton candy gummi bears caramels jelly beans jelly beans sesame snaps candy. 

11. THIS IS THE QUESTION?
answer:

Chocolate bar chocolate cake pastry danish liquorice icing soufflé gummi bears. Bonbon fruitcake jelly. Tiramisu biscuit marshmallow cupcake tiramisu sugar plum chocolate cake danish sweet roll. Dessert donut jujubes liquorice.

Powder cotton candy gummi bears caramels jelly beans jelly beans sesame snaps candy. 

uplevel your organization

with the client & customer process mapper

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