XirevexaEXCEL TEMPLATE / V1.0
Client Operations Kit.
Run client work from first inquiry to final payment.
An Excel workbook for organizing client work from first inquiry to final payment. Keep client records, projects, invoices, and follow-up in one practical workflow.
Applicable taxes and final amount shown at checkout.
Product preview with fictional demo data. Click to view full size.
WHAT IT HELPS YOU ORGANIZE
The details around delivery.
Together in one workbook.
- Client Intake
- Client Directory
- Onboarding
- Project Tracking
- Invoice Tracking
- Outstanding Balance
- A/R Aging
- Payment Follow-up
- Offboarding
- 6 Email Templates
- Dashboard
A LOOK INSIDE
See the workflow for yourself.
Public product introduction images.
Click any image for the original full-size view.
A workflow from inquiry to close
Follow the steps from client intake and onboarding through delivery and offboarding.
Keep outstanding balances visible
Review invoice records, outstanding balances, aging buckets, and payment follow-up.
Make the next step clearer
Organize project status, priorities, and blockers in the workbook.
Practical tools throughout the workflow
A connected set of worksheets, with six client email templates for you to adapt and send.
Built for independent service work
For freelancers, consultants, small agencies, and small service businesses.
YOUR DOWNLOAD PACKAGE
Ready to make
your own.
- Clean Excel template
- Demo workbook with fictional data
- Quick Start PDF
- README
- Usage license
The full paid package is delivered by the store after purchase.
A practical Excel template.
For freelancers, consultants, small agencies, small service businesses.
This is a business operations template, not CRM or accounting software. It does not produce legally compliant invoices, process payments, send emails automatically, or sync with banks and stores.
Use one base currency per workbook. There is no live exchange-rate conversion. Google Sheets imports require your own formatting and formula checks; full cross-platform compatibility is not verified.
What is Client Operations Kit?
Client Operations Kit is an Excel business operations template for managing client information, onboarding, projects, invoice records, and follow-up. It is not CRM or accounting software.
What do I receive?
The package contains a clean Excel template, a demo workbook with fictional data, a Quick Start PDF, a README, and a usage license. Paid files are delivered through the store after purchase.
Is this a subscription?
No. The approved price is US$19 as a one-time payment. Applicable taxes and the final amount are shown by the external checkout.
Does it send emails or process payments?
No. The six email templates are for you to adapt and send yourself. The workbook does not process payments, produce legally compliant invoices, or sync with banks or stores.
Can I use it in Google Sheets?
It is an Excel template. If you import it into Google Sheets, check the formatting and formulas yourself. Full compatibility across Excel versions and Google Sheets has not been verified.
Does it handle multiple currencies?
Use one base currency per workbook. It does not provide live currency conversion.
A CLEARER CLIENT WORKFLOW
Start with a practical kit.
Applicable taxes and final amount shown at checkout.
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