Worksheets

A good Computer Consultant keeps detailed documentation on all of his or her client’s systems. It’s also important for when you want to provide your customer with recommendations for improvements.

Use quality Worksheets to have your most critical information at your fingertips.

Plenty of new Worksheets are being developed for your Consultant’s Toolkit and will be posted here frequently. So make sure to check back often (but we’ll send you an email whenever we post one anyway, just to let you know a new one is here and waiting for you).

Client Infrastructure Worksheet – Your Client’s will be depending on you as their computer consultant to keep their systems running at their peak at all times! To do so, you’ve got to be intimately knowledgeable about every aspect of their infrastructure. How do you do this? Well, not by scribbling notes in haphazardly in your notebook!

Keep all of your client’s system information secure, up-to-date and easily accessible in this Microsoft Excel formatted Client Infrastructure Worksheet.

Product/Service Proposal Template – COMMING SOON! – This template will make it a snap to provide your Clients with recommendations for products you’d like to implement for them… and how long you estimate that implementation will take.

Hosted Exchange Proposal Template – Moving your Client’s to a Hosted Exchange environment can reduce your workload, increase your profits and improve your Client’s overall satisfaction with YOUR SERVICES!

Use this Hosted Exchange Proposal Template to make the sales process a no-brainer!