Business Developement Consultant Dashboard (Lite)
About this template
I’m super excited to unveil the Business Development Consultant Dashboard (Lite) brought to you by BundlyAI! 🚀 Here’s why this dashboard is your next must-have tool: 1. Streamlined Team Management: Organize all employee info, roles, and project assignments in one central place. Say goodbye to communication failures and hello to seamless operations! 📋 2. Enhanced Client Relationships: Keep track of all client details, contracts, and interactions in our Clients database to build stronger, more loyal relationships. 🤝 3. Effective Project Organization: Manage all your projects, tasks, deadlines, and team assignments efficiently to keep your projects on track and under budget. 📅 4. Client Requirement Tracking: Stay on top of client needs with our Customer Assets database—ensure every project meets client expectations and delivers success. 🔍 🔧 Why did we create this? Managing an agency can be chaotic—juggling multiple tasks, maintaining client relationships, and coordinating with team members can get overwhelming. Our dashboard is designed to solve these challenges, making your work life easier and more productive. 🚀 Whether you are a seasoned business development consultant or a thriving agency owner, this dashboard is tailored to elevate your operational efficiency and client satisfaction. 💬 I’m here all day to answer any questions you might have! Dive in, explore the dashboard, and see how it transforms your agency management experience. 👀 Check it out, and let’s take your business development to new heights together! 🌟
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How to use this template with A.I
Delegate this template to NØtis and have your personal assistant automatically manage it for you.
1
Duplicate this template in your Notion workspace.
2
Create your NØtis account.
3
When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.
4
Make sure the template appears in your synced database and is activated.
Make it your own
Optionally, you can give additional instructions to NØtis directly by customizing the template.
1
You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"
2
Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."
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You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".
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NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.
