Tag: small business

How To Track Your Projects and Profit With Subcontractors

How To Track Your Projects and Profit With Subcontractors

Let’s talk about money, honey.

More specifically, how you can easily keep up with all the moving pieces inside your client projects.  This Client Project + Outsourced Dashboard (that I like to call it) is the answer to your worries.

Think about it – wouldn’t it be nice if you could clearly see your clients’ names, the start date of their project and the due date the project needs to be completed.  Plus, see how much you’re going to make from the project, track payments made from your clients and project details. The best part of this template is to see the big picture of how much your subcontractor will earn from working on the project and the potential project you can make.

Sooo nice!

Watch the Client Project + Outsourced Dashboard Overview to see how it can work inside your business:

 

This template came to life a month or so ago when I was hired by someone to create a custom template for them.  This was the outcome.  Truthfully, their template is much more robust and very detailed to what they need which has worked beautifully for her.  However, I started using this Client Project + Outsourced Dashboard inside my business and it has been a game changer.  So I have been working with my 1:1 clients and using this inside their business to help them see the big picture of contractor projects and payments.  Then I had a light bulb moment and created this template for YOU.

You can grab the template and inside you will receive the template to save to your computer (or Google Sheets), a PDF Getting Started Guide, and video tutorials on how to customize the template for your business (5 in all!).

Here’s the truth – you CAN create your very own Client Project + Outsourced Dashboard template based off the overview video; however, let’s cut to the chase and just get to organizing our projects.  You can grab the template here.