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 questions about what happens when, who does it, and how!

what is it?

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

who is it for?

$77

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features

A robust, beautiful, multi-tab Google Sheets template, completely customizable to your business

Step-by-step instructions on how to convert the template to Microsoft Excel or Apple Numbers

Every purchase from The Spreadsheet Shop includes:

The Spreadsheets 101 video tutorial, walking you through the basics so you can use your template with confidence!

An in-depth video tutorial walking you through exactly how to use and customize your new template

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, social media strategist

This is definitely something you need for your business!

"

The Client & Customer Process Mapper 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 that 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 with writing my own!

The Client & Customer Process Mapper 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. 

lauren hurst, event coordinator

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

"

It helped me to 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, brand strategist

This template was a God-send!

"

straight from my customers

your questions... answered

will you customize the template for me?

why spreadsheet templates?

what if i don't use google drive?

I grew up the daughter of two financial counselors, so spreadsheets were always around. At some point, I realized they were more than just boring tools for nerdy numbers people. Read the rest here!

Not a problem! Every template comes with a video tutorial on how to convert the Google Sheets template for use in Microsoft Excel or Apple Numbers!

I do take on a limited number of clients for custom spreadsheet creation each year.

Please reach out via the form above or send me an email directly at hello@loveandspreadsheets.com for more information.

how do i customize the templates?

what is your return policy?

All purchases from The Spreadsheet 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, please reach out to at shop@loveandspreadsheets.com.

Due to the digital nature of products in The Spreadsheet 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 email me at shop@loveandspreadsheets.com.

will you ever offer excel or numbers templates?

If the demand becomes high enough, yes! 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! 

Reach out via the form on the contact page or email me at shop@loveandspreadsheets.com.

Yes! Spreadsheet customization is available as an upgrade on all Spreadsheet Shop purchases. Just choose that option at checkout and I'll be in touch with details!

All purchases from The Spreadsheet 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 to the Spreadsheet Shop team at shop@loveandspreadsheets.com.

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