Lead Scoring and Allocation

Lead Scoring and Allocation

Why? To ensure the highest chance of success, it is essential to manage sales leads effectively.  Idenitifying which are the ‘hot leads’ and allocating them to the right person in your organisation. Who? Sales and Marketing Deaprtments What? Easily to...
Environmental Health & Safety

Environmental Health & Safety

Why? Compliance with environmental health and saefty procedures is mission critical.  Tracking and managing all aspects of this area is essential to real and reputational risk Who? Directors, Operations, Heath & saefty Managers What? Boards to log all incidents...
Marketing Product Launch

Marketing Product Launch

Why? A successful launch is dependent on bringing a number of people together, who can contribute different skills.  Tracking who is doing what and when is essential.  This all needs to be budgetted, costed and monitored to ensure there is a return on investment Who?...
Timesheet Allocation

Timesheet Allocation

Why? When staff and freelancers are working remotely,  this templates streamlines the receiving of the timesheets into a central points.  Once approved the confirmed hours can be shared with clients for transparency and billing. Who? HR Managers,  Operations Mnaager, ...