Keep the next action visible
Record who owns each opportunity, what happens next, and when it is due.
PRACTICAL TOOLS FOR SERVICE FOUNDERS
Your first clients deserve a clear process. Keep proposals, owners and follow-ups in one place — with a small toolkit you can make your own.
ENGLISH + HUNGARIAN INCLUDED
A real workbook preview. All example data is fictional.
ONE FOCUSED STARTING POINT
Built for independent service businesses, freelancers and small B2B teams that want a simple follow-up routine.
Record who owns each opportunity, what happens next, and when it is due.
Review overdue tasks, missing details and stale contacts from one dashboard.
Use a 20-minute agenda and three follow-up templates to keep conversations moving.
BRANDMAKERZ
Two complete workbook editions. One practical process.
19.990 HUF
View the full productOne purchase · both languages · digital files
No BrandMakerz subscription. No automatic emails. No physical shipping.
Choose English or Hungarian, save a copy and review the examples.
Give each deal an owner, a next action and a due date.
Fix data gaps, review overdue work, and update your next commitments.
A spreadsheet application that opens XLSX files and a PDF reader. Formulas were checked in LibreOffice. Microsoft Excel and Google Sheets have not been separately tested live; no online Google Sheets template is included.
Yes. The download includes separate English and Hungarian workbooks and guides. Choose one working file; the two editions do not synchronize.
No. It organizes your work and provides message drafts. You personalize and send messages yourself, in existing relevant business conversations.
Yes, within one purchasing business. Appoint one file owner and use a shared location with appropriate access. The template is not a multi-user CRM. Resale and public redistribution are not included.