7 resources
Customers & Reviews
Customers who are welcomed clearly and kept informed are easier to keep, and a fair review from a satisfied customer helps the next one decide.
Welcome new clients clearly, keep them updated, record complaints and what you promised, ask for reviews with neutral wording and a QR card, see how many reviews a target rating needs, and estimate what a customer is worth over time.
7 resources in Customers & Reviews
- Customer Lifetime Value CalculatorEstimate lifetime revenue and contribution over a horizon you choose.CalculatorOpen calculator
- Review Rating CalculatorFind how many new reviews you need to reach a target star rating.CalculatorOpen calculator
- Client Welcome & Onboarding PackA welcome document for new clients and an internal onboarding checklist, in Word and PDF, with two examples.TemplateYou get: Word · PDFDownload templates
- Customer Complaint & Resolution LogTrack each complaint, who owns it, what you promised and whether it was resolved.SpreadsheetDownload spreadsheet
- LTV:CAC Ratio CalculatorCompare customer lifetime value with acquisition cost, on the basis you choose.CalculatorOpen calculator
- Project Communication PackA client progress report, a feedback sheet and a decision log for projects.TemplateYou get: Word · PDFDownload templates
- Review Request KitMake a review request email, a text message and a printable QR card from your review link.Document builderYou get: PDF · Image · Copyable textMake review requests
Also useful for customers & reviews
Filed under another task, but often used alongside the resources above.
- Marketing & SalesCAC CalculatorWork out what it costs to win one new customer, from ads alone or fully loaded.CalculatorOpen calculator
- Running Your BusinessClient Content & Asset Request PackRequest logos, copy and images from a client, and track what has arrived.TemplateYou get: Word · PDFDownload templates
- Quotes & PaymentsClient Intake & Discovery PackA client intake questionnaire and a discovery-call worksheet, with examples.TemplateYou get: Word · PDFDownload templates
- Marketing & SalesCustomer Case Study TemplateA customer case study built on evidence, with an internal checklist for claims and publication permissions.TemplateYou get: Word · PDFDownload templates
- Pricing & ProfitPrice Increase Letter & Email TemplatesClear, respectful emails, texts and printable letters for telling customers about a price change.TemplateYou get: Copyable textOpen templates
- Running Your BusinessWork Order & Handover PackA work order with a completion record, a customer job handover, and a staff shift handover, in Word and PDF.TemplateYou get: Word · PDFDownload templates
Other tasks
- Pricing & ProfitSet a price that covers your costs, check the margin and see what each job really made.
- Quotes & PaymentsQuote the job, agree the scope and changes, invoice it and follow up until you are paid.
- Money & Cash FlowTrack income and spending, forecast cash, budget the year and produce your financial statements.
- Marketing & SalesPlan a marketing budget, measure ads and campaigns, and follow up every enquiry.
- Website & SEOWork out what your website and SEO must deliver, and plan the content to get there.
- Running Your BusinessSuppliers and stock, jobs and procedures, staff and hiring, and planning the business.
By type of business
- Home Services & Trades
- Beauty & Wellness
- Freelancers & Consultants
- Agencies & Professional Services
- Shops & Ecommerce
- Food & Hospitality