Product details
Build a professional-services business that is easier to sell, deliver, forecast, and scale.
The NORRED Professional Services Operations System gives consultants, agencies, fractional professionals, accountants, and project-based service firms one management workbook for revenue and delivery control.
Included
- CRM opportunity pipeline with probability-weighted value
- Proposal tracker with scope, fee, version, decision, and outcome
- Client-project register with delivery, billing, EAC cost, profit, and margin
- Capacity and utilization tracker
- Project, recurring, and other revenue forecast
- Invoice and collections tracker
- Client-health, renewal, and expansion register
- Business action log
- Leadership dashboard
Digital file: Microsoft Excel workbook (.xlsx).
License: Internal use for one business. No resale, redistribution, sublicensing, or repackaging.
Before you buy
Microsoft Excel is required and is not included. This is a one-time purchase of downloadable files. Replace the example data with your own information and keep the registers current. Custom setup and ongoing support services are sold separately.
