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Deal-flow Management Templates

Deal-flow Management

Whether you are an Angel Investor, an Investment Banker, or run a Venture Capital Fund, a significant portion of your time is spent negotiating and finalizing deals with startup companies.

The success of your company depends on the deals you make with different firms and organizations. Proper tracking and management of such deals are essential to ensure the highest possible return. This is accomplished via deal flow management.

Efficient and effective deal flow management will ensure that you don’t miss out on the best possible investment opportunities. It allows you to keep an eye out for the most profitable deals heading your way!

Are you looking for a tool to manage your deal flow? You’ve come to the right place. Stackby has created a template exclusively for this purpose. With our Deal-flow Management Template, you can record and track your deal’s details on a single interface.

How can you use this template for your team?

This template will allow you to:

  • Bring information via pitch forms - startup name, description, URL, categories, pitch deck attachments and more. 
  • Record the source of a particular deal for future reference.
  • Track the current status of the deal. You can select from the options given, including Portfolio, Due-Diligence, Negotiation, On-Hold, etc.
  • Keep an eye on the closing date of each deal. You can also assign a deal manager to make the process simpler and easier.
  • Attach any documents related to the deals to the template itself for easy access.
  • The template also allows you to view the deals by their action or current status. It has an inbuilt calendar that tracks the closing of each deal.
  • The separate tab for sources allows you to list and summarize all the sources for your deals. 
  • Add any custom fields to record particular details of any startup. 
  • Record the contact details - phone number, email ID of the startup representatives and their current job title in the company.
  • Monitor and update the details as and when required.

To make your job easier, the template comes attached with a standard Startup pitch form that can be used by your company while negotiating with them. 

Quality deal flow management can be the key factor that drives the success of your company. With our custom-made deal flow management template, you can scale your startup investments and focus on what you do best - investing in future unicorns! 

Campaign Management Templates

Campaign Management

Innovative, creative and eye-catching marketing campaigns are one of the key drivers of success for any venture today. From social media marketing to interactive surveys, live videos to online advertisements, an effective and well-planned campaign management plan can change the face of your business overnight! And the easiest way to manage your campaigns is by using a campaign management template!

What are the key essentials for any marketing campaign management plan?

  1. Set a goal for your marketing campaign. 
  2. Decide on your target audience. 
  3. Set a budget for your campaign planning strategy. 
  4. Decide on a platform/channel. 
  5. Organize your team and divide the work. 
  6. Determine the content. 
  7. Track your marketing campaigns diligently. This will help you analyse whether a particular strategy is a campaign management plan is working for you.
  8. Respond and Improve. Customer testimonials are first-hand inputs that will determine how your campaign planning strategy is being received by the target audience. Keep updating the same as and when necessary.

What is a Campaign Management Template?

A campaign management template is a preformatted document that helps you to track multiple aspects of your campaigns in an easier and accessible manner. This template usually is customizable, so you can make certain changes according to your requirements. 

Why do you need a Campaign Management Template?

Whether you are campaigning to attract new customers, increase your sales, advertise a new offer and improve brand loyalty, any marketing campaign requires meticulous campaign planning and execution. A campaign management template is an answer to all your problems!

Marketing campaign template is a one-stop solution that keeps track of all your campaign planning work and helps you hit all the benchmarks to ensure that your marketing gets results. 

Here at Stackby, we will assist you in launching your marketing campaign with our well planned and time-tested marketing campaign template. 

Who is this template for?

This template will be best used by marketers along with various sectors, SEO agencies, startups and SMEs.

How will Stackby’s Campaign Management Template help you?

You can set campaign goals, assign campaign leaders and divide your campaigns among various platforms. Our campaign management template will make your job easier by allowing you to:

  • Track the status of each of your marketing campaigns separately.
  • Check the amount spent on each campaign till date to make sure you do not overshoot your budget.
  • Keep track of the number of clicks.
  • Keep track of the number of conversions and conversion rates. It assigns a conversion status to each campaign. You can decide which platform and strategy are bringing the best results for your company.
  • Calculate your average CPA.
  • Set a start and end date for your marketing campaign.
  • Monitor and update your ad campaign management plan as and when required. 

You can switch to the Kanban or calendar mode to get a better overview of your campaign plan and deadlines. Use Stackby’s Campaign Management Template to plan, manage, and enrich your ad campaign management experience like never before!

You will also find these Templates useful: Ad Campaign Planning, Facebook Ad Campaign 

Small Business CRM Templates

Small Business CRM

Regardless of the size or nature of your business, customers will always form the most crucial and essential aspect of your work. The strategies you devise and plans you make revolve around the requirements and satisfaction of the customer!

Let’s address the most basic question: 

What is Customer Relationship Management or CRM?

As the name already suggests, customer relationship management is the system used to build and manage customer relationships. It helps businesses manage both current and potential customers. 

The ultimate goal of any CRM strategy is to boost revenues and profitability whilst reducing operating costs and enhancing customer satisfaction. The key to any good CRM plan is to analyze every transaction from the customer’s point of view. This will give you a better understanding of your business and allow you to improve and grow tremendously!

Why is CRM important for your business?

Every company devotes significant time, money, and resources to customer relationship management. Here’s why!

  • It is a cost-effective method of acquiring new customers and retaining current ones.
  • It gives you an insight into customer needs and behaviour.
  • Enhances customer satisfaction which, in turn, leads to increased brand loyalty.
  • Improves brand image significantly!
  • Helps you create a bond with your customer, which can be beneficial in the long run.
  • Improves the referral rate of your product as a satisfied customer is more likely to recommend your business to others.
  • Ultimately, CRM helps you increase your sales and revenue!

For small businesses, an effective small business CRM strategy is crucial as it will help the business grow and expand from an early stage.

CRM helps you manage contacts, monitor tasks, and keep track of all your deals. With a proper small business CRM template, you can collect and store all your data on a single interface. That’s why Stackby has created the Small Business CRM Template for you!

With the Small Business CRM Template, you can effectively retain existing clients and generate new leads with immense ease! 

Using the CRM template, you can:

  • Keep track of all the companies you are currently dealing with.
  • Store details about the company, including the type of industry, employee strength, and website information.
  • Maintain updated records of all your contacts in the above companies.
  • Record the title and relevant contact information of your contacts.
  • Monitor the task to be done for each company.
  • Add notes for each task to assist your team.
  • Record the type of each task and keep track of the due date. 
  • Assign a team leader to each task.
  • Track the current status of the task (Done/ Not Done).
  • Record the deals made by your company and its corresponding status (Won/ Lost/ Negotiating).
  • Monitor and update the details as and when required.

Stackby’s CRM Template gives you a detailed picture in a single place. Customize your CRM with this spreadsheet-style interface, and manage your customer relations effectively. If you've multiple products and would like to track that - check out the Multi Product CRM template.   

Applicant Tracker Templates

Applicant Tracker

Recruitment and selection can be a tiring process, especially if the companies don’t have a proper tracking system. While many companies keep their tracking system during the recruitment process, some companies still maintain, spreadsheets and databases to keep their records. This can get complex over some time, mainly when several candidates are coming for the interview.

Stackby’s applicant tracking template provides you with the help you need by creating the essential database for managing your data. You have to enter all the information of the candidates about how they performed in their respective interviews.

The open profile table will connect all the openings you have in your organization to the applicants who gave their interviews according to their profile. There is also an interviewer table that keeps track of the respective HR member who took the interview and the current status of the same.

Why is an applicant tracker important?

In today’s fast-moving market, companies use an applicant tracking system to identify, evaluate and hire the best employees for themselves. Those who still hold back have some or other way failed to achieve their desired results. 

An effective recruitment process is said to be when the company can engage with the top talent and hire the best. Digitizing and managing the information of all the candidates in a specific platform in the initial stages of the screening is one of the many things that an applicant tracker system does in no time.

Here are some of the advantages of keeping applicant tracker template-:

1. Reduces time to hire-: The job application tracker spreadsheet will increase the speed of your selection process as it reduces the time you would have to spend on the administrative tasks. Manually managing the listing and bookkeeping takes an ample amount of time.

2. Improves hiring quality-: The quality of hiring becomes better using the applicant tracker template. For instance, the automated matching of the specific skills and requirements would only allow the best candidates to compete.

3. Speed up recruitment cycle-: Having all the information and credentials in front the recruiter will make his work easier ten fold. Since the information is properly organized in one space, excel spreadsheet templates for tracking makes the recruitment process faster.

4. Provides better screening-: It can become a tiring task for the recruiter if he or she does everything manually. It can be quite overwhelming. This can be solved easily as the job application tracker spreadsheet does the automated screening of applications by using various algorithms.

Now you will not feel burdened, and the work will not be hectic with Stackby’s applicant tracking system. Copy this stack and enjoy recruiting. 

Conference Planning Templates

Conference Planning

Are you planning to organize a conference for your company? Well, you must have a million questions racing through your head! Where will the conference be held? Who will sponsor it? What will the budget be? Who will be invited? Will there be a chief guest? And so on!

Organizing and conducting a conference is not a simple task. However, with a lot of planning, a little bit of hard work, and the right people, you can easily plan a successful conference!

From companies to colleges, NGOs to start-up ventures, conferences are vital for all forms of organization.

How to plan a successful conference? 

  • Give yourself sufficient time to plan the conference (Last-minute planning is never a good idea!). 
  • Decide on the subject matter and theme of your conference.
  • Set a target audience depending on the above.
  • Set the budget for the conference and start looking for sponsors.
  • Assign a team to plan and manage the conference.
  • Choose your speakers and topics of discussion carefully.
  • Decide on a venue and date for the conference.
  • Arrange vendors to supply the relevant materials.
  • Conduct the conference!

Conference planning can be quite stressful. Are you looking for a conference planning template to make your job easier? Well, your search is over! Stackby has created a state-of-the-art Conference Planning Template just for you! This template will allow you to monitor every aspect of your conference and prevent you from overlooking any detail, big or small.

With Stackby’s Conference Plan Template, you will be able to:

  • Plan your entire event from a single platform!
  • Record the sequence of events for each conference and the corresponding venue.
  • Add images of the venue to the template for future reference. 
  • Store the seating capacity of the particular venue. 
  • Record the date, time, and duration of each event of the conference.
  • Track the speaker assigned to each event and the corresponding topic of discussion.
  • Add contact details and headshots of each speaker to your conference plan template.
  • Record details of companies sponsoring your event. Add details of the contact person from each company to avoid any communication gap.
  • Record the amount sponsored by each company and the current status of the sponsorship (Approached/ Committed/ Received).
  • Track the members of the team responsible for organizing and conducting the conference.
  • Store contact details of the members and their current designation.
  • Keep track of the budget for your conference. Monitor the amount spent on each task and the corresponding budget assigned to it. This will help you check if you are overshooting the budget.
  • Record the list of topics that will be discussed at the conference and add notes, if necessary.
  • Track and update the details as and when necessary.

Whether it’s the venue or the budget, sponsors of the speakers, Stackby’s Conference Planning Template is a one-stop solution to all your problems. Collaborate with your team to organize a successful conference with our easy-to-use conference planning template!

Project Tracker Templates

Project Tracker

Looking for a method to ensure that your projects are completed and delivered to the clients on time? Do you want all your teams to communicate and collaborate seamlessly? Or do you want to improve project scheduling and enhance task management?

The answer to all your questions lies in project management.

What is project management? 

The process of planning, organizing, and managing multiple tasks to finish a project successfully and within the given deadline is called project management.

Every project needs a structure and plan. The length and complexity of this plan will depend on the nature of the particular project. Put in simple terms, the stages of such a plan include:

  • Understanding the client’s needs to set project goals and objectives.
  • Breaking down the project into individual tasks, assigning team members, allocating budget, and setting deadlines.
  • Working on the tasks according to the plan that has been formulated.
  • Tracking the work progress regularly and analyzing if it is per the original plan.
  • Finish and deliver the project and secure the client’s approval.
  • With project management, the entire process would be chaotic and challenging to handle.
  • With multiple projects from different clients, keeping track of the status of each one can be quite a hassle.

Stackby is here to your rescue! With our custom-made Project Tracker Template, you can rest assured that all your projects will be done on time and meet the client’s expectations.

Using Stackby’s Project Tracker Template, you will be able to:

  • Manage all your projects in one place.
  • Add notes to each project to get a more comprehensive understanding.
  • Check the category each project belongs to (Branding/ Digital/ Content/ etc.). 
  • Record the clients who have assigned each project.
  • Assign a team leader to each project to enhance accountability.
  • Track the team members responsible for each project.
  • Attach the project files to the template to provide easy access to all teams.
  • Monitor the start date and the due date for the project to ensure that it is turned in within the deadline given.
  • Record the tasks due to each project.
  • Track the current status of each task (To Do/ Doing/ Done) 
  • Monitor the total number of days spent working on each project.
  • Record the details of each client that has collaborated with your company.
  • Store contact details of your clients to avoid any communication gaps.
  • Check if each task has been completed or not, and monitor the due date of the same.
  • Monitor and update your project and task details in the project tracker  as and when required.

Regardless of the size and nature of your business, with our Project Tracker Template, you can track your projects from start to finish with minimum effort and maximize your growth and revenue!

B2B Lead Generation Templates

B2B Lead Generation

The marketing world in a dynamic arena that is constantly changing every minute. With technology becoming an integral part of our everyday routine, companies have increased their focus on online marketing. Companies are likely to spend more than 90 percent of their marketing budget on digital strategies in the coming years.

With new strategies and avenues taking over the online marketing arena, is email marketing still relevant? 

The answer is yes!

It is a cost-effective and easy-to-use marketing strategy that continues to be relevant even today. It allows you to send personalized content to potential clients and increases your brand awareness. With a click rate six times greater than that of tweets, emails help drive your website traffic. 

What is the most critical aspect of planning and executing an effective B2B lead generation and email marketing campaign?

The email lead list! Without a well-maintained database of email addresses, how will you conduct an email campaign? Gathering and collecting maximum potential customers’ email addresses will increase the scope and extent of your marketing strategy.

Email lists allow you to segregate and focus on individuals who are most likely to show an interest in your product. It is also essential to make sure that your email lead list has been verified and checked to eliminate any defunct email addresses.

How to create an email list? With the help of Hunter Email Finder, you can generate the most extensive email list ever! Hunter Email Finder is one of the most accurate and widely used tools today.

Facing difficulty keeping track of all your generated leads? The days of going through multiple scattered databases for your email campaign are over! Stackby has developed its own Lead List Builder Template. You can now store and update all your lead lists on one platform!

The Lead List Builder Template will allow you to import all your data from Hunter Email Finder API directly to your template. The entire process is automated, and you don’t have to do the same work manually anymore.

Using our B2B Lead generation template, you can:

  • Automatically bring email IDs from your leads using Hunter email finder API. 
  • Store your target lead list generated using Hunter email finder.
  • Record the details concerning each company URL
  • Check whether a particular email address has been verified or not.
  • Track the deliverability of each email address.
  • Record the confidence score of the email addresses.
  • Check if the given address is deliverable or risky.
  • Assign a reach status to each email (Yes/ No).
  • Track the total emails available for a particular company in the Hunter database.
  • Check whether they belong to the executive, marketing, or HR category.
  • Keep your lead list current and updated.

Stackby’s Lead List Builder Template is a one-stop solution to all your email campaigning problems! Check out this quick use-case video on how you can automate your email lead lists and build your B2B lead generation process. 

Blog Content Calendar Templates

Blog Content Calendar

From small business owners, new start-up ventures to established multinational companies, everyone dedicates a significant portion of their time and resources towards blogging.

With new forms of online marketing, taking the digital world by storm, blogging continues to be one of the most trusted and widely used methods. In simple terms, a blog is an online journal or an informal article that gives detailed information on a particular topic or product.

Why do companies spend time and money blogging about their products or services?

Companies resort to a multitude of strategies to increase their presence and visibility on the world wide web.  Blogging is one of them. So, how does blogging help a business grow?

  • Increases the credibility of a company by acting as a source of relevant and authentic information.
  • Plays a crucial role in Search Engine Optimization (SEO). The keywords used in your blog articles lead to high rankings in search engines like Google.
  • Increases the demand for your product/ service by attracting potential customers.
  • Contributes to enhancing brand loyalty and customer retention.
  • Directs and increases traffic to your website.
  • Benefits the company in the long term too as it is a permanent source of information.
  • Keeping your blog content updated helps the customers follow the work of your company and, in turn, leads to better customer relationships.

With social media marketing capturing most of the attention, it’s easy to forget about the impact of blogging. But blogs are the base that provides a strong foundation for the entire marketing strategy.

Are you a freelancer with interest in writing blogs or an established company providing content writing services? Regardless of the category, you fall in, creating content that meets your client’s expectations is your primary responsibility. So, what do you do if you have too many clients asking you to write multiple blogs for them? Having a hard time keeping track of everything?

Well, don’t worry! With Stackby’s Blog Content Calendar Template, you can plan everything on a single interface!

Our Blog Content Calendar Template will enable you to:

  • Plan and manage your content writing work for multiple clients in one place.
  • Keep track of your daily, weekly, and monthly schedule and deadlines with the template’s in-built calendar.
  • Monitor the blogs you and your team are currently working on and the level of difficulty.
  • Record the average CPC of each article.
  • Attach the graphics associated with each blog post and store the name of the designer.
  • Attach the target persona of each article to ensure that the blog content meets the expectation of the client.

With Stackby’s Blog Content Calendar Template, you can plan and optimize your content writing strategy with minimum effort and reap the maximum benefit! Combine it with automated keyword research template & content marketing distribution template, to take your content marketing workflows to the next level. 

Video Production Planning and Tracking Templates

Video Production Planning and Tracking

If you are given a choice between reading a long, written description of a product or watching a YouTube video on the same, there is a high probability that you will choose the latter. 

Videos allow an individual to express their ideas and a company to showcase their products in a visual, interactive, and engaging format.

Videos are easy to understand and drive traffic to your company’s website. They are easily searchable and allow companies to showcase their products uniquely. You can reach a wider audience with your YouTube channel’s help and analyse the performance of your video via YouTube metrics.

However, planning and producing a video is not a simple endeavour. From the type of video, the video content to the budget allocated for the same, video production planning requires careful consideration of several factors.

After the video has been produced and uploaded, you also need to analyse its performance to understand if video production’s current strategy is working. YouTube metrics such as the number of views, likes, dislikes, comments, etc. give you an idea about your video’s performance.

However, planning the production of a video and tracking video metrics is not easy. With multiple videos and a wide range of metrics data, tracking everything can be quite a hassle. Well, don’t worry! Stackby is here with a solution for you!

We have created a video production template for you! Whether you run your own YouTube channel or a video production agency, everyone can use this template.

Here’s how you can use the template to streamline your production process and monitor YouTube video metrics in a single place. The template allows you to:

  • Record the details of all the videos on a single platform.
  • Store the details of the brand concerning each video.
  • You can record the type of each video in the list. It can be a trailer, snippet, etc.
  • Collaborate with your video production team to manage your process end to end. 
  • Add the title of the video to the template itself. 
  • Record the duration of the video in the video production planning template.
  • Maintain and update the details as and when required.

You can also view the template in Kanban style which will help you to get clearer and quicker access to multiple information about a certain video.

You can also use the video production template to track the video metrics and manage your video reporting in the same place. 

All you have to do is integrate a column with YouTube API. This will allow you to pull in metrics data directly to your corresponding row. You can choose which information you want to look at, and can also refers it anytime to get the latest data.

You can track and monitor the number of likes, dislikes, views, comments, etc. and even bring title, description, video tags and more. You can schedule this API and sit back while you'll see your how your video is performing on YouTube in real-time. 

If you're a video production team or running a YouTube channel, this is a must for you. 

Expense Tracking Templates

Expense Tracking

Whether you live by yourself or running a business, managing all the expenses, and spending the right amount of money on the right things can be a bit hectic. It would help if you kept a rein on your expenses using an expense tracker template.

As a business owner, you must have all the information handy about what and how much expenses your business is incurring and what needs to be changed. Managing expenses can be a task, be it business-related or to keep a check on your daily expenditures.

Use this Expense Tracker Template and keep a check of all your business expenses and customize them according to your needs. From bills receivables to payables, who to pay, and how much amount, is all that can be regulated from the expense tracker spreadsheet.

How can Expense Tracking benefit your business?

Tracking the Expenses can help in business in the following ways:

  1. Better Money Management: If you are a student or someone who spends a lot of money and fails to achieve their savings goal or splurge in general – this can be a good thing for you. Getting better at money management means getting financially stronger! From another perspective, if you are a business owner, it is crucial that you have full knowledge about your expenses for the whole year and not just at the end of the financial year or during the tax month.
  2. Always be prepared during the Tax season: Having a thorough knowledge of the expenses will help you know in advance which expenses are tax-deductible. You can calculate that amount on a prior basis.
  3. Makes business forecasting easier: When you are keeping track of your expenses, you will find it easier to forecast how much profit the business will earn or at least have an idea. You can plan the activities for the next financial year and expenses accordingly. It will also come in handy when you have your investor meetings and you have your business strategy already planned.

Why would you need an Expense Tracker Template?

  • To keep track of all the expenses done by you individually; or incurred in your business. 
  • To plan the inflows and outflows of the money.
  • To save your time and improve your productivity.

How would Stackby’s Expense Tracker Template help you?

Stackby’s Expense Tracker Template is quite simple to use. You do not need to be a professional or have any coding or accounting experience. All you must do is put all the expenses on a column and other information on different columns. There are different columns from all kinds of information such as category, price, date, name of the vendor, etc.

The template can be used by businesses also in any industry and can be completely customized according to your needs. 

User Feedback Tracker Templates

User Feedback Tracker

A company or any seller whose main motive is to earn a profit understands the importance of user feedback. User feedback plays an important role in understanding and getting an idea about the user’s perspective and likings.

But there are not just a limited number of feedbacks. With so much feedback coming daily from different people or communities, it becomes a frenzied task to manage and analyze them all at the same time.

For this, a user feedback tracker template is there for your rescue. It will enable you to list all the users and their feedback and manage them all in one place. 

Why do we need a User Feedback Tracker?

Listening to users and asking for their opinions is the best way to make them realize that they are important and that their opinion matters. There are certain benefits that user feedback provides. Those are:

  • It makes you aware of your product and what improvements need to be done.
  • Listening to customer feedback makes them feel important and involved.
  • World of mouth is especially important for marketing, and good feedback generates personal recommendations.
  • It helps you convince the customers to come back for more. 
  • It helps you to especially investigate the negative feedback and try to rectify the problem. It makes a good impact on the customers that their opinion is valued.
  • It creates brand loyalty.

User feedback has been a part of the marketing strategy for decades. It is crucial to know what your customers think about your brand or product.

A user feedback tracker will help you organize all this feedback systematically and give you the ease of looking into the data wherever and whenever needed.

How will Stackby’s User Feedback Tracker template help you?

Tracking and managing all the feedback separately can be a bit of hectic work. Stackby’s user feedback tracker template is the key to efficiently manage and track all the feedback in one place and categorize them according to your own wish.

Use this all-in-one feedback tracker to do surveys and collect feedback forms from your internal and external clients. You can do any kind of survey with this template.

It is completely customizable; you can categorize the data the way you want and customize it according to your needs. Need to add in a few more questions? Feel free to do that in a separate column. It is free and quite easy to use.

Just make an account on Stackby or use an existing one if you have, and you are good to go. Track your user feedback easily and use them to analyze the performance of your product.