Stackby loader
0 result for sss

Featured templates

HR & Recruiting Templates

View all HR & Recruiting templates
Simple Applicant Tracker Template By Stackby Templates
Simple Applicant Tracker
Are you still using a spreadsheet instead of a simple applicant tracking template for managing the recruitment process? It is time to make the switch! Using Stackby a no code spreadsheets alternatives for applicant tracking results in redundant data, manual data handling, higher chances of errors, and a lot of chaos. An applicant tracker, on the other hand, can make things smoother for your whole team. Stackby’s applicant tracking template provides you with a database for managing applicant data. You can connect this template with an applicant tracking form and automatically collect and organize data. What is an Applicant Tracking System? Companies today consider multiple different candidates for a position. So, they need a system to manage and track the data related to these candidates. Moreover, if they are hiring for different positions, they will have to keep a track of every candidate applying for every open position. A simple applicant tracking system helps you manage the applicant data such as their resumes, interview details, rankings, personal details, and so on in a streamlined manner. This not only organizes the hiring process but also makes the process much easier, simpler, and faster. Overview of Stackby’s ATS Template To help HR professionals manage the applicant tracking, we have created a simple applicant tracking template that stores and manages all the data about the applicants. 1. Manage Applicant Data and Interviewer Details Together  Add details of applicants like their name, resume, interview notes, contact, etc. all in one place. C??heck how many candidates are being interviewed by each interviewer, on which date they conducted the interviews, and what is the status of the interviews. You can find who is interviewing which candidate easily. 2. Find The Status of Open Job Profiles Store all the details about the open job profiles in your organization and track which interviewer is responsible for which job profile. You can also find how many applicants have currently applied for a specific position. 3. Collect applicant data automatically using Applicant Tracking Form Our Candidate Tracking Template includes an Applicant Tracking Form that you can send to the candidates to gather their basic information that is to be filled in the Applicants table. Once a candidate submits the form, it will create a row in the Applicants table automatically and add all the data in the respective columns. This way, you do not need to add data manually in the applicant tracking log template. This reduces the chances of human errors. Read more: Stackby forms 4. Filter applicants by Status/ Scores Our ATS Template also includes a Kanban View of candidates based on their Status (hired, rejected, 1st round passed, kept on back-burner, etc). This can help HR to visualize how many candidates have been rejected/accepted, etc. It also includes a Kanban View where you can filter out candidates based on the scores that their interviewers gave to them. This can help in deciding which candidates are to be selected and which are to be rejected. 5. Stay on top of your recruitment schedule with Interview Calendar Our Applicant Tracking Template includes an Interview Calendar that will provide you with an overview of interviews lined up for the week/month/day. Who Can Use an Applicant Tracker Template? Our simple applicant tracking template can be used by the Human Resources department, HR Managers, Staffing Coordinators, Staffing Specialists, HR Assistants, HR Administrators, Entrepreneurs, Small business owners, etc. Why Do We Need ATS Templates? In today’s fast-moving world, companies use an applicant tracking system to identify, evaluate and hire the best employees for themselves. Those who still hold back from adopting this system usually fall short of achieving their desired results. An effective recruitment process is said to be in place 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 using a simple candidate application tracking system: 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 administrative tasks. Manually managing the listing and bookkeeping takes an ample amount of time. 2. Improves hiring quality. The quality of hiring becomes better after using a simple applicant tracker template. For instance, automated matching of the specific skills and requirements would only allow the best candidates to compete. 3. Speeds up the recruitment cycle. Having all the information and credentials in front of the recruiter will make his work easier tenfold. Since the information is properly organized in one space, Excel spreadsheet templates for tracking make the recruitment process faster. 4. Provides better screening. It is often a tiring task for the recruiter if he or she does everything manually, and 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. How to Customize Stackby’s Applicant Tracking Software for Your Business? Once you copy this simple applicant tracking template to your Stackby Workspace , you can: Add/ update the tables given in the template. Start with finalizing the columns you need to track the Applicant information and then update the applicant tracking form. Enter the details of the interviewers and create an interview schedule. Add the details of the open profiles in your organization. Find out which interviewer is conducting interviews for which job profile and more! Find your new, perfect employee with Stackby’s ATS Hiring candidates and growing your company/business can be an exciting job. Do not make it cumbersome by depending on spreadsheets . Use our applicant tracking system template and find the best employees who suit your organization’s ethics and work culture. Check out this step-by-step video on how to build an applicant tracking system for your company. Find more templates on HR and Recruiting on Stackby: Employee Onboarding Template Employee Training Plan Template Recruiting Pipeline Template HR Knowledge Base Template Agency Talent Management Template  
Daily Attendance Sheet Template - Free to use - Stackby Templates
Daily Attendance Sheet
Are you tired of the tedious and time-consuming task of managing daily attendance? Fret no more! We have the ultimate solution for you – the Daily Attendance Sheet Template by Stackby.  It is the perfect solution for schools, businesses, and event organizers seeking to simplify their attendance tracking process. With our user-friendly Daily Attendance Sheet Template, you can bid farewell to the days of manual attendance tracking. This efficient tool empowers you to record daily attendance effortlessly and accurately.  So, it's time to adopt a more organized and streamlined approach to attendance management, which allows you to focus on what truly matters – educating, growing your business, or delivering a successful event. What is a Daily Attendance Form or Sheet? A Daily Attendance Form or Sheet is a structured document used to record and track the attendance status of individuals on a daily basis. It is commonly used in various settings such as educational institutions, workplaces, events, and meetings.  The form typically includes a list of names or IDs of individuals expected to be present and columns or checkboxes to mark their attendance for each day. It serves as a crucial tool for organizations to keep track of attendance records, facilitating better management and decision-making. Why Do You Need a Free Printable Daily Attendance Sheet? Having a Free Printable Daily Attendance Sheet is essential for various reasons: Efficient Attendance Tracking: The template allows you to easily mark attendance for each day, enabling quick and accurate tracking. Time-Saving Solution: Automating attendance records saves time, freeing up valuable resources for other vital tasks. Comprehensive Record-Keeping: The template helps maintain organized and detailed attendance data, which can be crucial for various purposes, such as payroll and performance evaluation. How to Make a Daily Attendance Sheet? With Stackby's Daily Attendance Sheet Template, creating a Daily Attendance Sheet is effortless. The template provides a pre-structured table where you can input attendance data daily. Simply add names or IDs of individuals, and mark their attendance with ease. About Stackby's Daily Attendance Sheet Template Our Daily Attendance Sheet Template is designed to cater to a wide range of organizations and industries. The template includes tables to record attendance for each day and employee information for easy reference. Who is This Daily Attendance Sheet Template for? This template is ideal for businesses, educational institutions, and organizations requiring daily attendance tracking. From small startups to large corporations, the Daily Attendance Sheet Template offers a seamless solution for efficient attendance management. Why Do You Need Stackby's Daily Attendance Sheet Template? Effortlessly manage and record daily attendance for classrooms, offices, events, and more. Eliminate manual paperwork and save valuable time with automated attendance management. Ensure precise attendance records, reducing the risk of errors and discrepancies. Integrate with other Stackby features like apps and powerups for in-depth analysis and informed decision-making. Improve productivity and focus on essential tasks. Table Included in Our Daily Attendance Sheet Template Employees: This table allows you to input and manage employee details, such as names, ages, and roles. Daily Attendance: This table is designed to record daily attendance data for employees via attendance forms. You can mark attendance for each day, indicating the check-in, check-out time, and total hours.  Ways to Customize Our Daily Attendance Sheet Template Include fields for specific details like employee IDs, job titles, or event participant categories. Extend functionality by adding more tables for tasks like leave management or performance evaluation. Implement formulas to calculate attendance percentages or automate data calculations for in-depth analysis. Choose table view options like grid, kanban, form, calendar, or gallery, depending on your preference and ease of data interpretation. Use the Lookup feature to fetch specific data from linked tables, enabling quick access to relevant information, like employee details or team affiliations. Utilize the Aggregation function to perform calculations on attendance data, such as calculating the total number of days an employee was present or absent during a specified period. Leverage the power of Stackby Power-Ups like Stack Export, Microsoft Excel Importer, Google Sheet Importer, etc., to enhance efficiency and simplify tasks. Take Control of Your Attendance Management Process with Our Daily Attendance Sheet Template! Try it out today and witness the difference it brings to your attendance tracking process.Check out other related Templates :Agency Template Management
Employee Onboarding Template by Stackby Templates
Employee Onboarding
Regardless of their nature and scope, companies of all kinds frequently hire new employees to onboard or replace the employees who have left the organization, attract new talent, and diversify the workforce’s talent pool.  Finding the right candidate for the right job is extremely important! Extensive interviews are conducted to scrutinize the applications and identify the best and most suitable candidates. Once selected, offer letters are extended to the candidates. What happens after the applicants join the company? This is where the idea of employee onboarding comes in. What is employee onboarding and why it is important for your HR team? Although the term has different interpretations for different companies, employee onboarding is introducing and integrating the new employees with the company’s environment and culture. The duration and nature of tasks that fall under employee onboarding differ from one organization to another. However, in all cases, employee onboarding is the first interaction an employee has with the company after the recruitment process. It is the window of opportunity where you can make a long-lasting impression on your employees. A practical and well-managed onboarding process can convert talented recruits into loyal, long-term employees of the company. It reduces the company’s turnover rate and provides you with a competitive edge over others in the market. Keeping detailed records of the various tasks that fall under onboarding can be quite a hassle. Looking for an onboarding checklist that will allow you to track all the newly hired employees? Well, look no more! To only and streamline the work of your team, Stackby has developed a state-of-the-art Employee Onboarding Template. A robust onboarding process makes your new employees feel valued and appreciated and improves the company’s overall work culture. With our onboarding template, you can monitor everything of your team member's onboarding, in a single place with Stackby’s Employee Onboarding Template. Key Features of Employee Onboarding Template: With our customizable and user-friendly template, you will be able to: Track the onboarding process from start to finish on a single interface. Create your onboarding checklist for the process and list all the tasks that need to be done. For example, signing the employee contract, submitting bank account details, office tour, meet the CEO, setup benefits, etc.). Record the exact instance when each task needs to be done (On joining/ Within five days of joining/ After office tour/ After signing employee contract/ etc.). Track the status of each item in the onboarding process to see if it’s done or not. Record the list of company resources engaged in the onboarding process. Attach related documents to the onboarding template, if any. Record the names of all the new employees of your company and their corresponding onboarding checklist.  Track the exact date of joining of each employee, and all their joining details and documents.  Monitor and update the details as and when required. Copy the employee onboarding template today and discover the secret to standing out in this employee-centric job market! If you're looking to track your end to end recruiting process, please check out our most popular: Applicant Tracking Template.   Check out other similar templates: Agency Talent Management Template Employee Onboarding Form Employee Feedback tracker Template Employee Directory Template Employee Performance Management
Employee Training Plan Template By Stackby Templates
Employee Training Plan
Whether you run a start-up venture, a small business, or a well-established multinational company, your employees are your most valuable asset. Companies define their goals and objectives and devise comprehensive strategies to achieve the same.  It is the employees that execute these plans and produce tangible results for the organization. As a result, it is safe to say that you cannot build a company without employees. Due to the diverse and ever-changing nature of the market space, your employees need to be constantly trained and reskilled to maintain and enhance their productivity. This is the function of employee training.  Employee training management refers to the company’s continuous initiatives and efforts to improve its employee’s performance. Training adds to the skills, knowledge, and efficiency of the employees. It is paramount for the growth and development of any company. Stackby’s Employee Training Plan template helps organisations in this endeavor. Training can be given to new candidates who join your company or existing employees to improve their skills and refresh their knowledge. This will keep your workers up-to-date with the latest technologies and provide you with an edge over your competitors in the market. Why is employee training essential? Every company devotes substantial time and resources towards training their employees. The question arises: Why? Training adds and improves the skill set of your employees. It increases overall employee morale and level of job satisfaction. It increases their chances of promotion shortly. Training teaches the employees how to deal with complex and challenging situations. A well-trained employee is more likely to adopt an innovative and creative approach toward his or her job. Training reduces and eventually eliminates the need for tight supervision and control. Improves employee commitment and loyalty towards the company. Training can be done on the job or off the job. Regardless of its nature, an employee training plan helps a company retain the best talent and boost its revenue. Are you looking for a tool to help you manage and monitor your employee training plan? If your answer is yes, then you’ve come to the right place! With Stackby’s Employee Training Management Template, you can organize employee training programs easily! Using this training plan template, you will now be able to: Track the ongoing and upcoming training programs for employees. Record the location allotted for a particular training program (Conference room/ Meeting room/ etc.). Keep track of the departments participating in each training program (Marketing/ Sales/ Operations/ etc.). Record the date on which the program will be conducted. Store the names of the speakers who are a part of the training program. Record the details of your team members and the training programs they have participated till date. Store their contact details and track their attendance. Record the feedback received from each employee regarding a particular training program. Update the details as and when required.  Training your employees has never been so easy! Copy the stack and adopt this easy to use training plan template today.  Checkout more related Template : Agency Talent Management Template Employee Feedback tracker Template Employee Directory Template Employee Performance Management Employee Feedback Form 
Employee Feedback Form - free to use - Stackby Templates
Employee Feedback Form
What is a Feedback Form ? A feedback form is a structured document used to collect valuable insights, opinions, and assessments from individuals. In the context of the workplace, an Employee Feedback Form serves as a tool for employees to share their thoughts, experiences, and suggestions regarding various aspects of their work environment, performance, and overall satisfaction. What should you include in employee feedback forms ? Employee Information: Name, Department, Position. Performance Assessment: Areas to evaluate performance and achievements. Job Satisfaction: Questions on job contentment, work-life balance, and workplace culture. Specific Feedback: Sections for constructive feedback and improvement suggestions. Suggestions: Space for employees to propose ideas for enhancing workplace conditions. How to make feedback forms with Stackby ? Utilise Stackby's customizable templates, such as the Employee Feedback Form template linked above. Modify fields based on your specific requirements, including performance metrics, satisfaction ratings, and open-ended feedback sections. Leverage Stackby's collaboration features for real-time feedback collection and analysis. What is 360 Employee feedback ? 360-degree feedback involves gathering input from various sources, including peers, subordinates, and supervisors, in addition to the self-assessment of the employee. This comprehensive approach provides a well-rounded perspective on an employee's performance and behaviour. Tips for your Employee Feedback Form ? Keep questions clear and specific to gather actionable insights. Include a mix of quantitative (rating scales) and qualitative (open-ended) questions. Ensure anonymity if seeking honest and unbiased feedback. Periodically update and adapt the feedback form to reflect changing organisational needs. What to do with employee feedback ? Analyse feedback trends to identify areas for improvement. Recognize and acknowledge positive feedback. Develop action plans based on constructive criticism. Communicate changes and improvements to employees to demonstrate a commitment to their feedback. Creating an effective Employee Feedback Form with Stackby and utilising the insights gathered can contribute significantly to employee engagement, satisfaction, and overall organisational growth. Checkout more related Template : Agency Talent Management Template Employee Onboarding Form & Onboarding Template Employee Feedback tracker Template Employee Directory Template Employee Performance Management
Simplify employee management using this employee directory template
 Templates
Employee Directory
Employees form the biggest and most important asset of any company. Since they are responsible for all the work, the success of your company is on their shoulders. They are the building blocks that workday in and day out to construct your company from the ground up.  In an increasingly competitive market, hiring and retaining the best talent is essential for your business. How are you supposed to keep track of all your employees and their information in the best possible way? This is where an employee directory comes in! What is an Employee Directory Template ? Put in simple words; an employee directory is the central repository of every single detail about each employee in the company. Starting from the date of birth, contact details to the name of their supervisor, it stores and regularly updates all employee-related information. 5 Steps to Follow Employee Directory Template ? Customise Your Directory: Tailor the template to fit your organisation's specific needs by adding or removing fields as necessary. Include essential information such as employee names, contact details, department, position, and any other pertinent details. Streamline Your Data Entry with Forms:  Utilise forms to simplify data entry. This can help ensure consistency and accuracy in the information collected. Forms can also be used to update existing information, making it easier to keep the directory current. Customise Directory Access for Better Access and Privacy:  Implement access controls to ensure that only authorised individuals can view and edit specific sections of the directory. Balance transparency with privacy considerations, making sure sensitive information is protected. Automate Important Reminders:  Set up automated reminders for key events, such as employee birthdays, work anniversaries, or certification renewals.  Automation can help ensure that important dates are not overlooked and that the directory stays up-to-date. Integration with Project Managers:  Integrate the employee directory with project management tools to enhance collaboration and streamline communication within teams. This integration can facilitate the assignment of tasks, tracking of project progress, and overall project management efficiency.  Why is it essential to create and maintain an employee directory ? Is it worth dedicating your time and resources towards the upkeep of an employee directory? Yes! Here’s why! Updated contact details of employees ensure seamless communication and can help prevent future communication gaps. Medical and emergency contact details can prove to be useful, especially in emergencies. Department wise segregation allows you to monitor the current strength of each department. Details of the supervisor of each employee increase accountability in the company. The duration of stay of each employee allows you to analyze overall employee satisfaction. Keep track of employee appraisal. You can add more benefits to this list!  As an owner or manager, it is your responsibility to record and regularly update all the requisite details of employees of each department. Are you facing difficulty managing all the details? Stackby is here to your rescue! With our Employee Directory Template, keep track of your employee list and information on a single platform! Why should your business adopt an employee directory template ? Efficient Information Management: Helps in centralising and organising employee information, making it easily accessible and reducing the time spent searching for details. Improved Communication: Facilitates communication within the organisation by providing quick access to contact information, which is crucial for collaboration. Enhanced Privacy and Security: Allows for customization of access controls, ensuring that sensitive information is protected and only accessible to authorised personnel. Streamlined HR Processes: Simplifies HR processes such as onboarding, tracking employee progress, and managing personnel changes. Automation for Time-Saving: Automating reminders and updates saves time and ensures that the directory is always current. Tips & Tricks Regularly update the directory to reflect any changes in employee information. Encourage employees to review and update their own information regularly. Provide training on using the directory to ensure widespread adoption. How to use the Employee Directory Template by using Stackby ? Stackby is a collaborative workspace tool that combines the flexibility of spreadsheets with the power of databases. Create a new "Employee Directory" stack and customise it according to your needs. Use different column types for various information (text, date, dropdown, etc.). Leverage Stackby's features like forms, automation, and integrations for a seamless employee directory management experience.  Using Stackby’s Employee Directory Template, you can: Record the list of employees in the entire company or organization. Divide the employee into a different department on the same interface.  Store the current job title of each employee. Record the date of joining and the total number of years in the company. Record the current supervising officer of each employee.  Track the last and next appraisal date. Store relevant medical information including, but not limited to, blood group, disclosed allergies, emergency contact person, and relation to the given contact. Store a photo of each employee. Record the educational qualifications of your employees.  Store updated contact information, including phone number, residential address, and email address used. Record the benefits available to each employee, such as EPF, gratuity, paid leave, group insurance, dental, and conveyance. Monitor and regularly update all information as and when necessary. Our directory template will help you manage your employee information most efficiently with minimal effort and hard work. If you're tracking your job applicants, check out this easy to adopt Applicant Tracker template. Checkout more related Template : Agency Talent Management Template Employee Onboarding Form & Onboarding Template Employee Feedback tracker Template Employee Performance Management Employee Feedback Form 

Marketing Templates

View all Marketing templates
PR and Media CRM Template By Stackby Templates
PR and Media CRM
Gone are those days of maintaining spreadsheets and post-it notes to organize your PR clients or team. Now, sales, media, and PR professionals can manage their activities with the help of a Customer Relationship Management tool. This will help you streamline your daily tasks and keep all your PR contacts in one place.  What is the PR and Media CRM Template? Stackby brings an easy CRM tool that helps you monitor all your PR and media activities in one place. Here are 4 major benefits of using this template: You can manage your PR contacts: The CRM template allows you to store and manage all your PR and media contacts in one place. You can store all their information like contacts, social media, phone numbers, or even their birthdays! You can have consistent follow-ups: You do not have to go back and forth with your team or check your notes regarding your schedule. You can handle your appointments with your PR clients or contacts from this CRM only.  You can track your publications: If you want to remember which PR article was published at which channel, this CRM template is going to be very useful. It lets you track everything related to PR content such as authors, publish date, publishing channel, etc.  You can develop more personal relationships: The main aim of a CRM is to help you create better relations with your customers/ clients/ contacts. As you collect more and more information about your PR contacts or PR channels you can develop content that would be relevant to them. Thereby, increasing your chances of getting the exposure and making an impression on them at the same time.  Who can use Stackby’s PR and Media CRM Template? This template is useful for PR agencies, PR managers, PR management teams, Marketing teams, and Business owners.  How will Stackby’s PR and Media CRM Template Help You? Stackby’s PR and Media CRM Template makes it much easier for PR management teams to collaborate with each other in real-time. With this template, you will be able to do the following: Track everything about the PR articles that have been published for your business (author, publish date, due date, URL, status, media channel, publication channel, etc) Track and monitor your PR contacts such as their expertise, contact details, status, articles published, publication channels, and so on Manage all your publication channels in one place (articles published, number of articles published, type of publisher, etc) A public relations and media CRM can alter the way you have been working till now. This template gives you a robust structure to maintain your accounts and track your PR publications. Check out other related Templates : Ad Campaign Planning Template Business Development CRM Marketing Asset Management Email Marketing Calender  
Marketing Campaign Tracker Template By Stackby Templates
Marketing Campaign Tracker
Innovative, creative and eye-catching marketing campaigns are one of the key drivers of success for any venture. 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 marketing campaign tracker template. What are the key essentials for any marketing campaign management plan? Set a goal for your marketing campaign. Decide on your target audience. Set a budget for your campaign planning strategy. Decide on a platform/channel. Organize your team and divide the work. Determine the content. Track your marketing campaigns diligently. This will help you analyze whether a particular strategy from your campaign management plan is working for you. Respond and Improve. Customer testimonials are first-hand inputs that will determine how your campaign planning strategy is being received by the target audience. Update the same when the need arises. What is a Marketing Campaign Tracker Template? A marketing campaign tracker template is a pre-formatted document that helps you to keep track of multiple aspects of your campaigns in an easier and accessible manner. This template is customizable and can be tailored to suit your requirement. Why do you need a Marketing Campaign Tracker Template? Whether you are campaigning to attract new customers, increase your sales, advertise a new offer or improve brand loyalty, a marketing campaign requires meticulous campaign planning and execution. A marketing campaign tracker template is the answer to all your problems! A marketing campaign tracker 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 tracker template. Who is marketing campaign tracker template for? This template is ideally suited for marketers, SEO agencies, startups and SMEs. The campaign tracker template has immense utility potential for all sectors that perform marketing related activities. How will Stackby’s Marketing Campaign Tracker 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 Marketing Campaign Tracking Template to plan, manage, and enrich your marketing campaign management experience like never before!You may also find these Templates useful: Ad Campaign PlanningFacebook Ad Campaign Marketing Asset Management Email Marketing Calender Social Media Calendar 
Video Production Planning and Tracking Template By Stackby Templates
Video Production Planning and Tracking
How Stackby's Video Production Planning and Tracking Template will help ? If you are given a choice between reading a long-winded 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 a YouTube channel’s help and analyse the performance of these videos via YouTube metrics. However, planning and producing a video is not a simple endeavour. From the type of video, the video content to its budget allocation, video production planning requires careful consideration of several factors. After the video has been produced and uploaded, its performance needs to be analysed as well in order to understand if the video production’s current strategy is working. YouTube metrics such as the number of views, likes, dislikes, comments, etc. give creators an idea about the video’s overall impact. However, planning the production of a video and tracking video metrics is a herculean task which requires a great deal of acute planning and management. With multiple videos and a wide range of metrics data, tracking everything can be quite a handful.  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, this template is the perfect partner for video production activities. 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. Record the type of each video in the list. It can be a trailer, snippet, etc. Collaborate with your video production team to manage the 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. The template can also be viewed 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 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 the corresponding row. You can choose which information you want to look at, and refer to 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. This API can be scheduled for auto-updation which allows you to kick back and assess YouTube performance in real-time If you're a video production team or running a YouTube channel, the Video Production Planning & Tracking template is a must have to ensure smooth workflows. Check out other related Templates : Ad Campaign Planning Template Advertise Agency workflow process Template Video Production ManagementIn-house video ProductionDigital Video Production Social Media Calendar 
PR Outreach Template By Stackby Templates
PR Outreach
PR outreach is the process of reaching out to relevant journalists, influencers, or media outlets with the purpose of introducing your business, building relationships, and increasing brand awareness.  Earlier PR outreach only meant getting backlinks or securing coverage in online magazines. Nowadays, there are plenty of ways to do PR outreach.  How to do PR outreach?  To begin with, you must have a PR outreach plan that includes what you are going to tell the world about your business and where you are going to publish that. Our PR outreach template helps you track all the PR outreach activities that you have planned. You must experiment with different channels and content. Do not limit yourself to just emails. Try using social networks, phone, and networking events and send out different content pitches.  Massing Pitching is generally not advised in PR outreach since every channel has its own PR requirements and you must abide by them. Our PR outreach tracker helps you keep a check on what you are pitching to different channels.  Before you decide to send your pitch to any journalist, editor, or writer, make sure that they will like it. Check the previous PR posts they have released and see whether your pitch matches them. There is no point in sending irrelevant pitches. You can check the Contacts table in our PR outreach template to track this goal.  Who can use Stackby’s PR Outreach Template? This template is useful for PR agencies, PR managers, PR management teams, marketing teams, and business owners.  How will Stackby’s PR Outreach Template Help You?  With the PR Outreach template, you can keep a track of all your PR outreach tasks such as the people you have contacted for PR outreach, the pitches you have used for which channel, your PR outreach contacts, the PR articles that you have created, and so on. This template will help you organize every detail of your PR outreach process.  You can use Stackby’s PR Outreach Template for the following purposes:  Maintain a record of all your PR outreach channels  Keep a record of all your PR outreach contacts, their emails, articles that they have published, pitches shared with them, and so on Track all your PR pitches for different channels, their delivery method (email, blog, etc), audience (customers, prospects, events), etc  Track your PR articles like article created by, publish date, status (published, not published), media channel, and related pitches Track the publications in which you have either sent your pitches or have sent your particles for publication, contacts related to each publication, and the number of articles published If you are looking to streamline your PR outreach process, this template will help you a lot. This template helps you track all your PR outreach activities so that you can make follow-ups, begin new projects, and manage your PR activities easily. Check out other related Templates : Ad Campaign Planning Template Marketing Asset Management Email Marketing Calender  
Use Stackby blog editorial calendar template for effective blogging strategies Templates
Blog Editorial 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. While new forms of online marketing are 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. This is where a blog editorial calendar template comes in handy. Are you a freelancer with an interest in writing blogs or a copywriter in 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 Editorial Calendar Template, you can plan everything on a single interface! Our Blog Editorial 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 in-built calendar in the blog editorial template. Monitor the blogs you and your team are currently working on and the level of difficulty of each. 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 Editorial 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.   Check out other related Templates : Ad Campaign Planning Template Marketing Asset Management Email Marketing Calender Social Media Calendar Restaurant Social Marketing Calendar Competitor Analysis 

Project Management Templates

View all Project Management templates
Weekly Planner Template - Stackby Templates
Weekly Planner
Do you often find yourself overwhelmed by your weekly tasks and commitments? Staying organized and managing your time efficiently can be a challenge, but Stackby’s Weekly Planner Template is here to help. This versatile template is designed to streamline your weekly planning process, ensuring that you stay on top of your schedule and make the most out of your week. Whether you’re a busy professional, a student, or someone juggling multiple responsibilities, this template will keep you organized and focused. Why Use the Weekly Planner Template? Simplify Your Scheduling Planning your week doesn’t have to be complicated. Stackby’s Weekly Planner format provides a clear and structured layout for organizing your tasks, appointments, and goals. With everything laid out in an easy-to-follow format, you can quickly see what needs to be done and when. Stay on Track with Your Goals Setting and tracking weekly goals is a great way to ensure you’re moving in the right direction. This template helps you break down your larger objectives into manageable tasks, keeping you focused and motivated throughout the week. Celebrate your progress as you complete each task, and stay motivated to achieve your bigger goals. Enhance Productivity By planning your week in advance, you can prioritize your tasks and allocate your time more effectively. This proactive approach helps you avoid last-minute stress and ensures that you’re always working on the most important tasks. Stackby’s template makes it easy to balance work, personal commitments, and leisure activities. Flexibility and Customization Everyone’s schedule is different, and Stackby’s Weekly Planner Template recognizes that. You can customize the template to fit your specific needs, whether it’s adding new columns, adjusting time slots, or including additional fields for notes and reminders. This flexibility ensures that the template works for you, no matter how busy your week gets. Visual Clarity Visualizing your week can help you better understand your schedule and manage your time effectively. Stackby’s template includes various visualization tools like color-coding, progress bars, and time-blocking features that give you a clear picture of your week at a glance. This visual clarity helps you stay organized and avoid overcommitting yourself. Who Can Benefit from This Template? Busy Professionals For professionals juggling multiple projects and meetings, this template is a lifesaver. Keep track of your appointments, deadlines, and daily tasks all in one place, ensuring you never miss a beat. Prioritize your work effectively and manage your time like a pro by creating a weekly planner online. Students A weekly planner for students can be helpful to organize their study schedules, assignments, and extracurricular activities. By planning your week ahead, you can stay on top of your coursework and maintain a healthy balance between school and personal life. Freelancers Freelancers often have varied schedules with different clients and projects. This template helps you manage your workload efficiently, keep track of deadlines, and ensure you’re meeting all your commitments or achieving your weekly planner goals. Stay organized and make the most of your freelance career. Parents Parents can use this template to coordinate family schedules, plan activities, and manage household tasks. By keeping everything organized, you can reduce stress and ensure that all family members are on the same page. Anyone Looking to Improve Their Time Management If you’re looking to boost your productivity and make better use of your time, this template is for you. It provides a clear structure for planning your week, helping you stay focused and achieve your goals. Benefits of Using Stackby’s Weekly Planner Template Improved Organization By keeping all your weekly tasks and appointments in one place, you can easily manage your time and stay organized. This template helps you see the big picture and avoid conflicts in your schedule. Increased Productivity With a clear plan for the week, you can prioritize your tasks and focus on what’s most important. This proactive approach boosts your productivity and helps you accomplish more in less time. Better Work-Life Balance Balancing work and personal life can be challenging, but this template helps you allocate time for both. Plan your work tasks, family activities, and leisure time to ensure a healthy balance. Customizable to Your Needs Stackby’s template is highly flexible, allowing you to tailor it to your specific requirements. Whether you need to add new fields, adjust time slots, or include additional notes, this template can be customized to suit your needs. Visual Tools for Clarity Visual tools like color-coding and progress bars make it easy to see your schedule at a glance. These features help you stay organized and manage your time effectively. Our page designer app makes it easy to create visually stunning templates. This integration will allow you to easily create custom pages from the Stackby records. Stackby’s Weekly Planner Template is your go-to tool for staying organized and managing your time efficiently. Whether you’re a busy professional, a student, a freelancer, or anyone looking to improve their time management, this template offers the structure and flexibility you need. Simplify your scheduling, stay on track with your goals, and enhance your productivity with Stackby. Start using the Weekly Planner Template for free today and take control of your week! Sign up for free on Stackby today. Manage all your goals and tasks in this easy to use weekly planner template and track your team's KPIs to the Template.Check out the related Template : Project Tracker Project Portfolio Management Event Planning Project Resource Management
Elevate project management with the project tracker template. Templates
Project Tracker
Looking for a surefire method to ensure that your projects are completed and delivered to your 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 and our project tracker template is the perfect tool to help you through it. 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. Without 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. That’s why Stackby is here to help you out. 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 project tracker 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 template 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!Check out more related TemplatesBug Tracker Project Tracker Project Portfolio Management Project Resource Management  
Ensure effective OKR strategy using this OKR tracking template. Templates
OKR Tracking
Introduction OKR is an abbreviation for Objectives and Key Results. The Objectives here are the desired outcomes for your company. It is a description of what you want to achieve for your organization. Now, the question arises: how will you achieve said objectives? The answer lies in the other half of the concept – Key Results. Key Results are the metrics that allow you to measure and track the progress you make towards reaching the objectives described earlier. Objectives answer the question – What do I want to accomplish? On the other hand, Key Results are an answer to – How will I get it done? OKR is a widely-used technique that allows a company to define its objectives and communicate the same to the team members and employees in a quantifiable and precise manner. With a well-planned OKR tracking tool and strategy, you can achieve your goals faster and more effectively. Stackby’s OKR tracking template helps you implement these strategies easily. OKRs should be simple, flexible, transparent, and concise. They should be in line with the overall goal of the company and should be limited in number. Setting too many objectives at the same time can prove to be counter-productive for the company. You know your OKRs are working when they encourage your employees to venture out of their comfort zone and aim higher. What are the benefits of OKRs? Lead to the effective utilization of the company resources. Enhance employee engagement and increase employee productivity. Allow your employees to be creative and innovative and give them the flexibility they need to work efficiently. Provide guidance and direction to employees. OKR tracking is the most effective method to convey the company goals and avoid any communication gap. Allow you to monitor the performance of your company and employees and take requisite measures. Allow you to break down a large goal into smaller achievable objectives. Are you looking for an OKR template to define your objectives and track your key results? Stackby is here to your rescue! Considering the effectiveness of the OKR technique, Stackby has developed an OKR Tracking Template. This user-friendly OKR tracking template with customizable columns is your go-to solution for any OKR related issues. Get rid of the multiple spreadsheets and track everything from one place with our OKR tracking template! Using Stackby’s OKR tracking template, you can now: Create your list of objectives for your company. Assign a priority status to each objective (High/ Medium/ Low). Monitor the completion percentage of the objectives and add notes to each if necessary. Assign a lead team member to each objective to facilitate coordination among team members and the company. Track the key results associated with each objective. Record the percentage completion of each metric and the quarter for which it is being measured. Add notes and comments for a better description. Add and remove objectives and key results as and when required. Monitor and update the data regularly. Collaborate with your team and develop an OKR tracking strategy for your company with Stackby’s OKR tracking template!Check out the related Template : Project Tracker ProjectPortfolio Management Project Resource Management  
Sample SMART Goals Template Templates
SMART Goals
Let’s consider a scenario where a reputed client assigned a project to your company. As soon as you received the list of client’s requirements, you broke down the entire project into multiple interconnected tasks and assigned them to your teams. Does your responsibility end here? Of course not! If you want to ensure that the work is finished and delivered on time, you must keep track of all the work that is being done! That’s where our SMART Goals Template can be of help. Tracking is a powerful tool and an essential aspect of your workflow process. Results of several surveys and research undertook have consistently shown that tracking improves the quality and productivity of your work! Why is goal tracking important? Provides direction and streamlines the workflow process. It is a constant source of motivation and gives your team the extra push they need to deliver quality work on time. Sets priorities for your organization. Encourages employees to collaborate and work together to achieve success. Helps you quantify success and redirect resources towards strategies working in your favour. Enhances productivity and accountability of your employees. Improves company morale and is a tool to overcome mental blocks. Now that you know the importance of goal tracking, you may be wondering. How do I set goals for my company? The answer lies in SMART goals. What are SMART Goals? SMART is an acronym that is used as a guide to goal setting. It allows you to set goals that are properly understood, comprehensive, and easy-to-follow. According to this concept, the goals you set should fulfil the following criteria: S – Specific: Be specific about what it is that you want to achieve. Your goal should be clear, precise, and well-defined. It should be easily understood by everyone related to the project. M – Measurable: The goal you set needs to be measurable. Decide on the metrics you want to use to measure your goal. A – Achievable: The goal should be attainable and achievable. Setting unachievable targets can prove to be counterproductive and demoralizing. R – Realistic: You should set the goal according to the available resources, time, and knowledge. T – Timely: An appropriate amount of time should be allocated to each goal. Looking for a goal tracker template to help you set and track goals easily? Well, your search is over! Stackby has developed its very own SMART Goals Tracker Template for you!  With our smart goals template, you will be able to: Set SMART goals and track them from a single interface. Assign a value to each goal. Record the metrics associated with each goal. Monitor the due date for the goal. Track the current status of the goal metrics. Keep a weekly track of your progress with the smart goals template. Update the data as and when required. Copy the stack and start using our SMART goals template today! If you're tracking your OKRs (Objectives and Key Results), check out the OKR Tracking template. Check out the related Template : Project Tracker ProjectPortfolio Management Project Resource Management   

Sales and CRM Templates

View all Sales and CRM templates
PR and Media CRM Template By Stackby Templates
PR and Media CRM
Gone are those days of maintaining spreadsheets and post-it notes to organize your PR clients or team. Now, sales, media, and PR professionals can manage their activities with the help of a Customer Relationship Management tool. This will help you streamline your daily tasks and keep all your PR contacts in one place.  What is the PR and Media CRM Template? Stackby brings an easy CRM tool that helps you monitor all your PR and media activities in one place. Here are 4 major benefits of using this template: You can manage your PR contacts: The CRM template allows you to store and manage all your PR and media contacts in one place. You can store all their information like contacts, social media, phone numbers, or even their birthdays! You can have consistent follow-ups: You do not have to go back and forth with your team or check your notes regarding your schedule. You can handle your appointments with your PR clients or contacts from this CRM only.  You can track your publications: If you want to remember which PR article was published at which channel, this CRM template is going to be very useful. It lets you track everything related to PR content such as authors, publish date, publishing channel, etc.  You can develop more personal relationships: The main aim of a CRM is to help you create better relations with your customers/ clients/ contacts. As you collect more and more information about your PR contacts or PR channels you can develop content that would be relevant to them. Thereby, increasing your chances of getting the exposure and making an impression on them at the same time.  Who can use Stackby’s PR and Media CRM Template? This template is useful for PR agencies, PR managers, PR management teams, Marketing teams, and Business owners.  How will Stackby’s PR and Media CRM Template Help You? Stackby’s PR and Media CRM Template makes it much easier for PR management teams to collaborate with each other in real-time. With this template, you will be able to do the following: Track everything about the PR articles that have been published for your business (author, publish date, due date, URL, status, media channel, publication channel, etc) Track and monitor your PR contacts such as their expertise, contact details, status, articles published, publication channels, and so on Manage all your publication channels in one place (articles published, number of articles published, type of publisher, etc) A public relations and media CRM can alter the way you have been working till now. This template gives you a robust structure to maintain your accounts and track your PR publications. Check out other related Templates : Ad Campaign Planning Template Business Development CRM Marketing Asset Management Email Marketing Calender  
Sales CRM Template By Stackby Templates
Sales CRM
Are you struggling to keep track of your sales management tasks and customer relationships? Do you find it challenging to manage all your sales interactions and opportunities? If yes, look no further than Stackby's Sales CRM Template! This template is a game-changer for businesses looking to effortlessly keep current customers happy while attracting new leads in a breeze.  What is Customer Relationship Management or CRM? Customer Relationship Management (CRM) is a business strategy that involves managing customer interactions and relationships throughout the customer lifecycle. Its main goal is to improve customer satisfaction, increase loyalty, and drive revenue growth by providing personalized and consistent experiences. What is Sales Management? Sales management refers to the process of leading, organizing, and directing a team of sales professionals to meet or exceed the sales targets of a business.  Why is Sales CRM Important for Your Business? A solid sales management or CRM strategy is a must-have for any small business that wants to thrive and expand right from the get-go. Below are the key reasons to consider:  Improves customer relationships and loyalty by providing personalized experiences. Increases efficiency and productivity by automating routine tasks and workflows. Helps identify and prioritize high-value sales opportunities. Provides real-time insights into sales performance and trends. And a lot more.  Digging into Details About Stackby's Sales CRM Template Stackby's Sales CRM Template is an effective tool designed to help businesses seeking to streamline their sales and customer relationship management processes. With its aid, you can manage your company's sales pipeline, keep track of opportunities, and track interactions with potential customers. The best part about this template is that it provides a spreadsheet-style interface that allows you to store and organize all your data in one place, making it easier to manage and monitor your sales activities. Who is This Sales CRM Template for? Stackby's Sales CRM Template is perfect for small businesses and startups who want to manage their sales process effectively. Whether you're just starting or have been in business for years, it can help you streamline your sales management processes and boost your overall sales and revenue. Why Do You Need Stackby's Sales CRM Template? Get organized and stay on top of your sales game with this Sales CRM template! Keep track of all your company dealings in one place - no more scattered information! Store essential company details like industry type, employee strength, and website information. Maintain up-to-date records of all your contacts within these companies. Record contact details, including titles and relevant information. Effortlessly monitor tasks for each company, keep everyone on the same page, and ensure timely completion by adding task notes to keep your team on track. Link tables together to create a Sales KPI tracker specifically designed to monitor and measure the performance of your sales representatives. Assign team leaders for each task for more effective task management. Stay on top of your sales deals and their status (Won/Lost/Negotiating). Update your CRM data regularly for a more accurate and effective system. How to Use This Sales CRM Template? If you have multiple products to keep track of, you may find our Multi Product CRM template useful. If you are focusing on managing strategic partnerships, all you need is to opt for our Business Development CRM template.   For those seeking to manage their personal contacts, the Personal CRM template is an excellent option to consider. Ways to Customize Our Sales CRM Template After copying this template to your Stackby Workspace, you can customize it per your requirements. Let's see how: Add custom fields to capture specific information relevant to your business needs. Create new tables, such as product or lead tables, to expand the functionality of your Sales CRM Template. Utilize filters and views to narrow down and focus on specific data subsets within your CRM. Streamline your workflow by incorporating automation features into your Sales CRM Template. Seamlessly integrate with popular third-party tools like Zapier, Slack, Trello, etc. Tables Included in Our Sales CRM Template Opportunities: It allows you to track the potential deals that your company is currently pursuing. Interactions: This table lets you keep a tab of all the interactions you have with your customers, whether it's through phone calls, emails, or meetings. Companies: It enables you to maintain a comprehensive database of all the companies that you deal with. Contacts: With its aid, you can manage all your contacts in one place. By linking these tables together using Link Column types, you can create relationships and establish key performance indicators (KPIs) for your sales CRM. For example, you can link interactions to specific opportunities or contacts, track the number of interactions per opportunity, or measure the conversion rate from opportunities to closed deals. It enables you to generate meaningful insights, track key performance indicators (KPIs), and generate reports that provide a holistic view of your sales operations and performance. You can also add or import tables depending on your unique requirements. This flexibility allows you to customize the template to suit your business needs and ensure you have all the information you need at your fingertips. Ready to Simplify Your Sales Management Tasks and Customer Relationships? With Stackby's Sales CRM Template, you can manage your sales pipeline and customer relationships more effectively, boosting overall sales and revenue.Try it out today by signing up on Stackby and experience a flawless sales management experience!Check out more related Templates: Business Development CRM Dealflow CRM Fundrasing CRM Customer Development Lightweight CRM Personal CRM 
B2B Lead Generation Template By Stackby 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! And so is our B2B Lead Generation Template. 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 & executing an effective B2B lead generation 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 using the B2B Lead Generation Template. 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. Check out More Related Templates: Google Search Console Report Google Analytics Report Facebook Ad Campaign
Business Development CRM Template - Stackby Templates
Business Development CRM
A major part of any firm's goodwill rests on the business relationship network it forms through business deals, partnerships, affiliations, and sponsorships. Stackby provides you with a Business Development CRM Template that records and maintains a firm's customer relationships that are critical to the work of the organization. . What is Business Development CRM Template ? A Business Development CRM Template is a pre-designed framework that integrates Customer Relationship Management (CRM) principles with business development strategies. It serves as a centralised hub to track leads, manage contacts, analyse sales pipelines, and streamline communication. This template helps businesses to stay organised, focused, and agile in their pursuit of growth. Types of BDA Templates Lead Tracking Templates: Monitor and manage potential leads through various stages of the sales funnel. Facilitate collaboration among team members for effective lead conversion. Contact Management Templates: Consolidate and organise contact information for clients, prospects, and stakeholders. Enable efficient communication and personalised engagement with key contacts. Sales Pipeline Templates: Visualise and track the progress of deals through different sales stages. Identify bottlenecks and optimise the sales process for improved efficiency. Communication Log Templates: Document and analyse communication history with clients and leads. Enhance relationship-building by maintaining a comprehensive interaction record.  How will the business development CRM template be helpful? It provides the firm with an organized outline of the business relationship. This allows them to distribute their attention and resources equally amongst all the parties involved in the project. The template allows the firm to track the date of commencement and the date of termination of the business deal. The template, once updated, provides a thorough insight into the details of the business partner. This includes their field of expertise, the type of industry they belong to, and the amount the business deal is carried upon. The provision of the task feature sorts out any confusion regarding the work done or that needs to be dealt with, thus avoiding any exemption of minute tasks. The contact details and websites can be directly linked through this template. Thus making communication with the customer easier. Any updates regarding the status of the business deal, its nature, and the persons involved can be easily made with ease. The business development CRM template sees that the customers keep their end of the bargain. If any misunderstanding arises, the deal proposal can be easily referred to through the deal details feature. Who will find the Business Development CRM Template helpful? Firms that often carry out deals with more than one partner simultaneously are likely to find this business development CRM template extremely useful. It is essential for B2B firms who base their company’s relevance around dealing with other firms. Upgrade the way you handle your business relationships and ensure you build long-lasting, advantageous relationships by using the Business Development CRM template from Stackby. How to use a Business Development Template with Stackby ? Stackby is a versatile platform that empowers users to create customizable templates for various business needs, including business development. Here's a step-by-step guide: Access Stackby: Sign in to your Stackby account or create one if you haven't already. Choose a Business Development Template: Browse the template library or create a new one based on your specific business development requirements. Customise Your Template: Tailor the template to align with your business processes by adding or removing columns, fields, and views. Import Data: Seamlessly import existing data or manually input information into the template. Collaborate in Real Time: Leverage Stackby's collaborative features to work with your team in real-time, fostering efficient communication and shared insights. Automate Processes: Implement automation features to save time and reduce manual effort, allowing your team to focus on strategic initiatives. Integrate with Other Tools: Connect Stackby with other essential business tools to create a unified ecosystem for your business development efforts. Track and Analyze: Regularly monitor and analyse the data in your template to gain actionable insights and make informed decisions In the fast-paced world of business development, having a structured approach is paramount. Utilising a Business Development CRM Template in conjunction with the powerful features of Stackby can significantly enhance your ability to manage leads, build relationships, and drive sustainable growth for your business. Embrace the efficiency and effectiveness that this dynamic combination brings to your business development endeavours.Check out Related Templates: Dealflow CRMFundrasing CRM 
PR Outreach Template By Stackby Templates
PR Outreach
PR outreach is the process of reaching out to relevant journalists, influencers, or media outlets with the purpose of introducing your business, building relationships, and increasing brand awareness.  Earlier PR outreach only meant getting backlinks or securing coverage in online magazines. Nowadays, there are plenty of ways to do PR outreach.  How to do PR outreach?  To begin with, you must have a PR outreach plan that includes what you are going to tell the world about your business and where you are going to publish that. Our PR outreach template helps you track all the PR outreach activities that you have planned. You must experiment with different channels and content. Do not limit yourself to just emails. Try using social networks, phone, and networking events and send out different content pitches.  Massing Pitching is generally not advised in PR outreach since every channel has its own PR requirements and you must abide by them. Our PR outreach tracker helps you keep a check on what you are pitching to different channels.  Before you decide to send your pitch to any journalist, editor, or writer, make sure that they will like it. Check the previous PR posts they have released and see whether your pitch matches them. There is no point in sending irrelevant pitches. You can check the Contacts table in our PR outreach template to track this goal.  Who can use Stackby’s PR Outreach Template? This template is useful for PR agencies, PR managers, PR management teams, marketing teams, and business owners.  How will Stackby’s PR Outreach Template Help You?  With the PR Outreach template, you can keep a track of all your PR outreach tasks such as the people you have contacted for PR outreach, the pitches you have used for which channel, your PR outreach contacts, the PR articles that you have created, and so on. This template will help you organize every detail of your PR outreach process.  You can use Stackby’s PR Outreach Template for the following purposes:  Maintain a record of all your PR outreach channels  Keep a record of all your PR outreach contacts, their emails, articles that they have published, pitches shared with them, and so on Track all your PR pitches for different channels, their delivery method (email, blog, etc), audience (customers, prospects, events), etc  Track your PR articles like article created by, publish date, status (published, not published), media channel, and related pitches Track the publications in which you have either sent your pitches or have sent your particles for publication, contacts related to each publication, and the number of articles published If you are looking to streamline your PR outreach process, this template will help you a lot. This template helps you track all your PR outreach activities so that you can make follow-ups, begin new projects, and manage your PR activities easily. Check out other related Templates : Ad Campaign Planning Template Marketing Asset Management Email Marketing Calender  
Google Adwords Reporting Template By Stackby Templates
Google Adwords Reporting
Stackby’s Google Adwords Reporting template automates creating Adwords reports for your clients or team. You can add all important metrics from your Google Adwords Account like CTR, CPM, CTC, Conversions, etc. and create a customized report of your campaigns’ performance.  What is Google Adwords? Google AdWords is also known as Google Ads. It is an advertising system run and managed by Google and used by companies across the globe. It allows advertisers to display their ads on the results page of Google’s search engine. It follows the pay-per-click methodology where the companies are asked to pay for Google’s advertising service only if and when a visitor clicks on the ad displayed by them.  It is one of the largest advertising platforms in the world today. Due to its wide reach and global presence, it is highly sought-after by companies looking to market their product to a large audience or customer base. It helps you track important marketing metrics such as:  Clicks Impressions CTR Average CPC Average Position Click Conversion Rate, etc.  What’s included in Google Adwords Report Template? Get Your Click Performance Report Monitor Google Adwords Impressions metric and measure how many times your content gets displayed to your audience. Tracking Google Adwords impressions will help you enhance your advertisement campaigns in a better way.  Know more About Your Campaign Performance KPIs like Click, CPC, CTC, Conversions, and Cost help you measure your Google Ad campaign. With Google Adwords Template, you can keep track of these KPIs in real-time and monitor the changes.  Stackby’s Google Adwords Reporting Template includes an integrated Google Adwords API that helps you fetch the required data for every Google Adwords campaign based on View ID. With this template, you can:  Get a monthly overview of the ad campaign  Track important advertising KPIs like  Cost,  Impressions,  Clicks,  CTR,  CPM,  CPC,  CostPerConversion,  RPC,  costPerGoalConversion,  costPerTransaction, etc.  Why Use Google Adwords Reporting for your Business? If you are utilizing digital marketing, Google Ads must be a critical part of your marketing campaigns. This is why you need a clear, easy to understand, simple, real-time report for Google Adwords data. It is true that you can easily access Google Adwords data from your Adwords account but sharing that data with your clients or your team members is not easy.  Stackby’s Google Adwords Reporting template presents all the important data related to your marketing campaigns without overwhelming the reader. This is beneficial especially if you are sending data to your client, who has no idea about the ins and outs of digital marketing or Google Adwords.  How to Use Google Adwords Reporting Template? Step 1: You must decide which marketing KPIs are crucial for your business or your client. Common KPIs used in Google Ad Reports are impressions, clicks, click-through rate, conversions, conversion rate, cost per conversion and cost per click.  Step 2: You can copy this template to your Stackby Workspace. You need to integrate Google Adwords API with your Workspace using the Adwords API Key. You must also copy all the view IDs from your Google Adwords account and paste them in the respective column.  Step 3: The Adwords API column is already present in the template, you just have to select your API key in the column property and it will fetch all the ad campaign data from the Adwords account.  Step 4: Click on the data icon present in any row of the Adwords API column. It will open the JSON data explorer from which you can choose which KPI you need to include in the report (as a separate column). You can add or remove columns based on your preferences.  How to Automate your Google Adwords Reporting Template? Stackby allows you to create time-triggered automation to fetch real-time data into the respective columns of your Adwords report. To create your automation: Click on the clock icon next to the name of your API column Set the day and time of the automation and schedule it  Now, it will automatically update your report based on the schedule of the automation.  Watch: Time-triggered automation in API column  Other automation-enables templates to try: Google Analytics Report Template  SEO Keyword Tracker Template  On-page SEO Reporting Template 
Google Analytics Report Template By Stackby Templates
Google Analytics Report
Google analytics report is an essential tool for digital marketers these days as it clearly indicates what is working for your business/your clients and what needs some tweaking. But, analyzing hundreds of Google Analytics metrics is impossible for a marketing team.  So, you can use a Google Analytics template to track only the most important KPIs for your business. Stackby’s automated Google Sheets Analytics report template takes away all the hassle of reporting and helps you track the KPIs on its own, without the need of entering numbers manually.  With our Google Analytics reporting template, you can combine all your Google Analytics data (Universal Analytics and GA4) from all other marketing channels so that you can identify how your marketing strategies are performing. What is Included in Stackby’s Google Analytics Report Template? Stackby’s Google Analytics Report template allows you to track the User data, Sessions data, and Traffic data from all your marketing channels based on the View ID. It includes three API Columns that let you connect with your Google Analytics Account using an API key.  Users API column: Enables you to get users by View ID Traffic API column: Enables you to get traffic by View ID Sessions API column: Enables you to get sessions by View ID Bring Data in Real-Time from your Google Analytics Account to Stackby  You can use the API columns to bring data in real-time to your Stackby table. You can also schedule automation that will bring in data on the specified day and time. Here’s a short video that can help you create time-triggered automation –  https://youtu.be/7DLpBhMmF6c  Include Important KPIs in Your Report Google analytics report template also includes a JSON data explorer that allows you to choose which data you want to showcase in the report.  https://youtu.be/LJInFCGb1gA  Different Views for Different KPIs Manage your Users, Traffic, and Sessions Data separately in different Views with our Google Analytics Report template.  Reporting Controls: This view includes a brief summary of all the main Google Analytics metrics like the percentage of new sessions, new users, sessions per user, etc.  Users and Traffic: This view includes User data from Google Analytics such as the percentage of new sessions, new users, sessions per user, etc.  Sessions: This view includes all the metrics related to sessions such as hits, sessions, average session duration, bounces, bounce rate, etc.  Monthly Cards: This view gives you an overview of the top Google Analytics metrics in the form of cards that are easy to understand.  Share Google Analytics Report with your Clients Easily Stackby not only provides you with a centralized platform where you can collect all KPIs from different marketing channels but it also provides you with a collaborative platform where you can collaborate with your team or your clients and share real-time reports with them using the individual view share links on your toolbar.  Why is it essential to use Google Analytics? Unlike several digital analytics services, Google Analytics is available free of cost! Let’s see why it’s so important to sign up for this service. Reports website metrics, including page views, pages per visit, bounce rate, average time on site, and new visits. Helps you understand which channels have directed the most traffic to your website. Gives you an idea of the most common keywords used to access your website.  Allows you to track if a user completes a specific action on your website, that is, the website’s conversion rate. Monitors which users mostly use devices to access your website. Analyses your website content and the effectiveness of your marketing campaigns. Helps you understand which strategies are working and bringing the maximum returns. Combined with easy access and a user-friendly interface, Google Analytics has become the go-to tool for users worldwide! Other SEO Templates from Stackby: On-page SEO Reporting Template  SEO Backlink Analysis Template  Google Search Console Reporting Template  Google E-Commerce Reporting Template 
Facebook Ads Campaign Template By Stackby Templates
Facebook Ad Campaigns
Running Facebook ad campaigns has been proven to be very effective with high conversion rates of leads into customers. However, running Facebook campaigns can be highly stressful as well. This is why a Facebook Ad Campaign Template is integral for any business. An easy way to manage multiple campaigns and their unending details is to use Facebook ad templates. Why do you need a Facebook Ad Campaigns template? Facebook campaigns can be equal parts stressful and equal parts rewarding. Managing all the little details along with tracking different KPIs and campaign metrics can prove to be a little too much to handle. An easy way to do this is to have all of your information at one place and categorize it in a way that you can access it whenever you want. Facebook ad templates are a perfect fit for your requirements! You can easily plan and manage your Facebook ad campaigns; along with tracking your campaign metrics in real-time with a Facebook campaign management template. What is Included in Facebook Ads Campaign Planning Template? The template helps you keep a track of Facebook Ads, Accounts, Campaigns, and Adsets. It includes Facebook Ads API that helps you bring – Facebook Ads data for different campaigns based on Ad IDs Facebook Accounts data based on different Account IDs Facebook Campaigns data based on different Campaign IDs Facebook Adsets data based on different Adset IDs Ads Table: This table stores all the important KPIs related to Facebook Ads such as:  CPM CPC Unique Clicks Ad Text Assets Status  Ad Header Status of Ad (Active, Inactive, Preparing) Due Date Campaigns  Leads, etc.  Accounts: This table stores all the important KPIs related to your Facebook Ad Accounts such as CPC, spending, CTR, Clicks, and impressions, and also enables you to bring the Ad Ids.  Campaigns: This table stores all the data and important metrics related to your Facebook Ad Campaigns such as Ads, Adsets, CPM, CPC, Date of Starting, Date of Stopping, Clicks, Impressions, etc.  Adsets: This table stores all the data related to Facebook Adsets such as budget, total ads in an adset, location, target audience, age of target audience, start date, CPM, impressions, CPC, spending, and clicks.  Track Facebook Ads based on their Status Stackby’s Facebook Ads planning template includes a Kanban view that helps you visualize all your Facebook Ads based on their status, that is, active, preparing, inactive, closed, etc.  Track different Ad Campaigns based on their Start Date The Facebook Ads Campaign template also includes a Calendar view that helps you visualize the different starting points of your ad campaigns.  Read more: Customizing your Stack using different Layouts (Views) Create a Facebook Ads Reporting Tool and Share it with your Clients/Team If you want to track the important KPIs of different Facebook Ads run by your team, our Facebook Ads Campaign Template makes it possible for you. It includes an Ads Reporting view that enables you to track all the important KPIs related to Facebook Ads such as:  CPC Starting date Stopping date CPM Unique Clicks Number of Clicks, etc.  Schedule API with Automatic Time-Triggers No need to manually update your Facebook Ads tracker. Just click on the clock icon beside the name of your API column and set the day and time of automation that will fetch the data from your Facebook Ads account and add it automatically to the respective columns.  Watch: How to set up time-triggered automation for the API column type  How to Create an Effective Facebook Ads Campaign 1. Identify your target personas: You must create a persona for your ideal customer that will help you understand their pain points, interests, and preferences and provide ads that would appeal to them.  2. Brainstorm: Once you know your audience, you can now search on Google and other online resources to find out what kind of ads you can create.  3. Choose your bait: This is when you create compelling content that would trigger your audience to buy your product/service. You can use power words, action words, storytelling, etc. to create your Facebook ad campaign.  4. Design creatives: Powerful words, combined with incredible designs make a perfect Facebook ad campaign. So the last step is to work on ad creatives.  How to Use Facebook Ad Campaign Template? Copy this template to your Stackby workspace. Make sure you have integrated Facebook Ads API to your Workspace using the API key.  Bring your Facebook Ads Data to Stacky using API columns based on respective IDs.  Enter data such as ad assets, ad headers, and ad text, and log the status of each ad.   Categorize your campaigns and paste the links of the ads that are running under that campaign. Track the most important KPIs of different Facebook Ads Campaigns in one place using our JSON data explorer.  Schedule data fetch using time-triggered automation and bring data in real-time to your tables.  Watch: How to use JSON Data Explorer in Stackby  A well-designed facebook campaign might get hectic to manage, but with this Facebook Campaign template - you can efficiently manage and track your Facebook ad campaigns in a single place. Collaborate & share with your team or clients, and get the most bang for the buck. Automate your Facebook ad metrics tracking , and focus on building awes ome ads with the Facebook Ad Campaigns Template.. Check out this awesome tutorial video to learn how to manage your Facebook ads.   Other automation enabled Stackby templates: Google Analytics Report Template  On-page SEO Reporting Template  SEO Backlink Analysis Template  Facebook Posts Tracker Template 
Plan out your business expenses with this expense tracker from Stackby Templates
Expense Tracking
Whether you live by yourself or run a business, managing all your expenses and spending the right amount of money on the right things can become quite hectic to figure out. It would help if you kept a rein on your expenses using an expense tracker template. That’s where Stackby’s Expense Tracking Template comes in. As a business owner, you must have all relevant information handy about what and how much your business is incurring in the form of expenses and what changes need to be made. Managing expenses can be a difficult task, be it business-related or your own personal expenditure. Use this Expense Tracker Template to keep a check on all your business expenses and customize it according to your needs. From planning spends to managing invoice payments, track all pertinent details from one location. How does Expense Tracking benefit your business? Tracking business Expenses can help in business in the following ways 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. 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. 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 will help you plan effective business strategies. Why would you need an Expense Tracking 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 Tracking Template help you? Stackby’s Expense Tracking 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 expense tracking template can also be used by businesses in any industry and is completely customizable according to your needs. Check Out Other related Teplates : Legal Matter Management Product Catalog Visitor Management System Asset TrackerLegal Case Management 
User Feedback Tracker Template By Stackby 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. Our User Feedback Tracker Template is designed specifically for such companies. Feedbacks are not limited to small numbers. With the vast amount of feedback coming daily from different people or communities, it becomes a frenzied task to manage and analyze them all at the same time. A user feedback tracker template comes to your rescue in this scenario. 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 hectic. 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 also 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 with the help of our User Feedback Tracker Template.Related Templates: Sprint Planning User Research 
Video Production Planning and Tracking Template By Stackby Templates
Video Production Planning and Tracking
How Stackby's Video Production Planning and Tracking Template will help ? If you are given a choice between reading a long-winded 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 a YouTube channel’s help and analyse the performance of these videos via YouTube metrics. However, planning and producing a video is not a simple endeavour. From the type of video, the video content to its budget allocation, video production planning requires careful consideration of several factors. After the video has been produced and uploaded, its performance needs to be analysed as well in order to understand if the video production’s current strategy is working. YouTube metrics such as the number of views, likes, dislikes, comments, etc. give creators an idea about the video’s overall impact. However, planning the production of a video and tracking video metrics is a herculean task which requires a great deal of acute planning and management. With multiple videos and a wide range of metrics data, tracking everything can be quite a handful.  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, this template is the perfect partner for video production activities. 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. Record the type of each video in the list. It can be a trailer, snippet, etc. Collaborate with your video production team to manage the 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. The template can also be viewed 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 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 the corresponding row. You can choose which information you want to look at, and refer to 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. This API can be scheduled for auto-updation which allows you to kick back and assess YouTube performance in real-time If you're a video production team or running a YouTube channel, the Video Production Planning & Tracking template is a must have to ensure smooth workflows. Check out other related Templates : Ad Campaign Planning Template Advertise Agency workflow process Template Video Production ManagementIn-house video ProductionDigital Video Production Social Media Calendar 
B2B Lead Generation Template By Stackby 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! And so is our B2B Lead Generation Template. 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 & executing an effective B2B lead generation 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 using the B2B Lead Generation Template. 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. Check out More Related Templates: Google Search Console Report Google Analytics Report Facebook Ad Campaign
Elevate project management with the project tracker template. Templates
Project Tracker
Looking for a surefire method to ensure that your projects are completed and delivered to your 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 and our project tracker template is the perfect tool to help you through it. 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. Without 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. That’s why Stackby is here to help you out. 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 project tracker 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 template 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!Check out more related TemplatesBug Tracker Project Tracker Project Portfolio Management Project Resource Management  
Organize and strategize better with this social media calendar template Templates
Social Media Calendar
Do you know what the key to a great social media marketing strategy is? It is how you plan and organize it. No matter how well you know your audience, gauge your competition, or create compelling content, if you have not planned your tasks well, all your efforts are in vain. Here is a Social Media Calendar Template that will help you align your social media tasks and track how your social media posts are performing. 1. Track: Keep a track of what’s working for your social media channels and what’s not. Keep up with your quality and consistency using a social media calendar template. 2. Regularise: Prevent yourself from posting too much or too little on social media and never miss a post date again. 3. Manage: Administer all your social media channels from a single social media calendar template and ensure that you are not spamming one social media network and neglecting others. 4. Research: Never post a poorly structured or poorly researched post again. Check spellings, grammar, and punchlines instantly. What is a Social Media Calendar? A social media calendar is an overview of your upcoming social media posts. Some common elements of a social media calendar are: Date and time of when your post is going live Social media channels on which the post will be published Creative assets related to your social media post like images, videos, etc. Links, tags, or keywords included in the post Important metrics related to your social media posts Why use a Social Media Calendar? A social media calendar is a time-saving option. It helps you visualize the big picture and manage all your social media channels in one place. You can plan ahead and avoid multitasking. You can keep track of all the upcoming relevant moments and plan your posts accordingly. Last, but not least, you can create high-quality content every time and find out what’s working for you and what’s not. Our social media calendar template is designed to help you leverage all these benefits. If you are just beginning with creating a social media presence, you can also try our Social Media Planning and Design Template. How to create a social media calendar? Before you switch to using our pre-built social media calendar template, we want to share a few tips on how you can create a social media calendar. 1. Measure your current social media efforts Start with setting up clear goals for your social media channels. Make sure you understand your audience, their demographics, and personas. Track your most successful posts and social media tactics. 2. Select your social media channels Which social media channels do you want to monitor? Review the best marketing strategies associated with each channel. 3. Decide what data you need to track Here are a few examples: post title, graphics, type of post, concept, channels, publish date, number likes, impressions, engagements, spendings, etc. 4. Create a workflow You must decide a few things like how often you want to post on each channel, the best time to post on each channel, team members responsible for posts, the process of brainstorming new content, and so on. 5. Collaborate with your team Once you have planned what you need to do and how it is time to bring all your team members to one platform. Stackby’s social media calendar template makes connecting and collaboration much easier. Stackby also provides security and permissions features that will help you keep your data safe and secure and ensure that only authorized people can access it. Who can use our Social Media Calendar Template? A social media calendar template is generally used by social media managers and teams. However, Stackby’s social media calendar template can be used by: Marketing teams who are managing different social media campaigns, Agencies who are working with multiple clients for social media management, Media organizations working to promote social media accounts of their clients, Bloggers who manage their social media channels, Business owners, social media influencers, and more! How will Stackby’s Social Media Calendar Template Help You? Our social media calendar template is designed to simplify the whole process of social media management. It helps you streamline your workflow in the following ways: Manage all your social media posts on one platform Store the images and graphics related to every post Monitor the type of posts you create for every social media channel (paid campaign, organic, evergreen content, etc) Track the leads associated with every social media post Track the status and publish date of social media posts Manage all your social media channels on one platform (number of posts, post titles, likes, etc) Track social media metrics related to every channel (likes, shares or retweets, impressions, engagements, engagement rates, spendings, cost per engagement, etc) Brainstorm social media post ideas with your team No matter what your Social Media strategy is, the Stackby Social Media Management Stack helps you manage social media campaigns easily. You can also use our YouTube Channel Analytics, Facebook Posts Tracker, Twitter Posts Tracker, and LinkedIn Ads Tracker Templates to manage your social media channels individually. Check out Other Related Templates :Marketing Asset Management Email Marketing Calender Restaurant Social Marketing Calendar Competitor Analysis 
Conference Planning Template By Stackby 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!Checkout related Templates : Business Development CRM Customer Development Personal CRM Event Planning 
Simple Applicant Tracker Template By Stackby Templates
Simple Applicant Tracker
Are you still using a spreadsheet instead of a simple applicant tracking template for managing the recruitment process? It is time to make the switch! Using Stackby a no code spreadsheets alternatives for applicant tracking results in redundant data, manual data handling, higher chances of errors, and a lot of chaos. An applicant tracker, on the other hand, can make things smoother for your whole team. Stackby’s applicant tracking template provides you with a database for managing applicant data. You can connect this template with an applicant tracking form and automatically collect and organize data. What is an Applicant Tracking System? Companies today consider multiple different candidates for a position. So, they need a system to manage and track the data related to these candidates. Moreover, if they are hiring for different positions, they will have to keep a track of every candidate applying for every open position. A simple applicant tracking system helps you manage the applicant data such as their resumes, interview details, rankings, personal details, and so on in a streamlined manner. This not only organizes the hiring process but also makes the process much easier, simpler, and faster. Overview of Stackby’s ATS Template To help HR professionals manage the applicant tracking, we have created a simple applicant tracking template that stores and manages all the data about the applicants. 1. Manage Applicant Data and Interviewer Details Together  Add details of applicants like their name, resume, interview notes, contact, etc. all in one place. C??heck how many candidates are being interviewed by each interviewer, on which date they conducted the interviews, and what is the status of the interviews. You can find who is interviewing which candidate easily. 2. Find The Status of Open Job Profiles Store all the details about the open job profiles in your organization and track which interviewer is responsible for which job profile. You can also find how many applicants have currently applied for a specific position. 3. Collect applicant data automatically using Applicant Tracking Form Our Candidate Tracking Template includes an Applicant Tracking Form that you can send to the candidates to gather their basic information that is to be filled in the Applicants table. Once a candidate submits the form, it will create a row in the Applicants table automatically and add all the data in the respective columns. This way, you do not need to add data manually in the applicant tracking log template. This reduces the chances of human errors. Read more: Stackby forms 4. Filter applicants by Status/ Scores Our ATS Template also includes a Kanban View of candidates based on their Status (hired, rejected, 1st round passed, kept on back-burner, etc). This can help HR to visualize how many candidates have been rejected/accepted, etc. It also includes a Kanban View where you can filter out candidates based on the scores that their interviewers gave to them. This can help in deciding which candidates are to be selected and which are to be rejected. 5. Stay on top of your recruitment schedule with Interview Calendar Our Applicant Tracking Template includes an Interview Calendar that will provide you with an overview of interviews lined up for the week/month/day. Who Can Use an Applicant Tracker Template? Our simple applicant tracking template can be used by the Human Resources department, HR Managers, Staffing Coordinators, Staffing Specialists, HR Assistants, HR Administrators, Entrepreneurs, Small business owners, etc. Why Do We Need ATS Templates? In today’s fast-moving world, companies use an applicant tracking system to identify, evaluate and hire the best employees for themselves. Those who still hold back from adopting this system usually fall short of achieving their desired results. An effective recruitment process is said to be in place 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 using a simple candidate application tracking system: 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 administrative tasks. Manually managing the listing and bookkeeping takes an ample amount of time. 2. Improves hiring quality. The quality of hiring becomes better after using a simple applicant tracker template. For instance, automated matching of the specific skills and requirements would only allow the best candidates to compete. 3. Speeds up the recruitment cycle. Having all the information and credentials in front of the recruiter will make his work easier tenfold. Since the information is properly organized in one space, Excel spreadsheet templates for tracking make the recruitment process faster. 4. Provides better screening. It is often a tiring task for the recruiter if he or she does everything manually, and 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. How to Customize Stackby’s Applicant Tracking Software for Your Business? Once you copy this simple applicant tracking template to your Stackby Workspace , you can: Add/ update the tables given in the template. Start with finalizing the columns you need to track the Applicant information and then update the applicant tracking form. Enter the details of the interviewers and create an interview schedule. Add the details of the open profiles in your organization. Find out which interviewer is conducting interviews for which job profile and more! Find your new, perfect employee with Stackby’s ATS Hiring candidates and growing your company/business can be an exciting job. Do not make it cumbersome by depending on spreadsheets . Use our applicant tracking system template and find the best employees who suit your organization’s ethics and work culture. Check out this step-by-step video on how to build an applicant tracking system for your company. Find more templates on HR and Recruiting on Stackby: Employee Onboarding Template Employee Training Plan Template Recruiting Pipeline Template HR Knowledge Base Template Agency Talent Management Template  
Sales CRM Template By Stackby Templates
Sales CRM
Are you struggling to keep track of your sales management tasks and customer relationships? Do you find it challenging to manage all your sales interactions and opportunities? If yes, look no further than Stackby's Sales CRM Template! This template is a game-changer for businesses looking to effortlessly keep current customers happy while attracting new leads in a breeze.  What is Customer Relationship Management or CRM? Customer Relationship Management (CRM) is a business strategy that involves managing customer interactions and relationships throughout the customer lifecycle. Its main goal is to improve customer satisfaction, increase loyalty, and drive revenue growth by providing personalized and consistent experiences. What is Sales Management? Sales management refers to the process of leading, organizing, and directing a team of sales professionals to meet or exceed the sales targets of a business.  Why is Sales CRM Important for Your Business? A solid sales management or CRM strategy is a must-have for any small business that wants to thrive and expand right from the get-go. Below are the key reasons to consider:  Improves customer relationships and loyalty by providing personalized experiences. Increases efficiency and productivity by automating routine tasks and workflows. Helps identify and prioritize high-value sales opportunities. Provides real-time insights into sales performance and trends. And a lot more.  Digging into Details About Stackby's Sales CRM Template Stackby's Sales CRM Template is an effective tool designed to help businesses seeking to streamline their sales and customer relationship management processes. With its aid, you can manage your company's sales pipeline, keep track of opportunities, and track interactions with potential customers. The best part about this template is that it provides a spreadsheet-style interface that allows you to store and organize all your data in one place, making it easier to manage and monitor your sales activities. Who is This Sales CRM Template for? Stackby's Sales CRM Template is perfect for small businesses and startups who want to manage their sales process effectively. Whether you're just starting or have been in business for years, it can help you streamline your sales management processes and boost your overall sales and revenue. Why Do You Need Stackby's Sales CRM Template? Get organized and stay on top of your sales game with this Sales CRM template! Keep track of all your company dealings in one place - no more scattered information! Store essential company details like industry type, employee strength, and website information. Maintain up-to-date records of all your contacts within these companies. Record contact details, including titles and relevant information. Effortlessly monitor tasks for each company, keep everyone on the same page, and ensure timely completion by adding task notes to keep your team on track. Link tables together to create a Sales KPI tracker specifically designed to monitor and measure the performance of your sales representatives. Assign team leaders for each task for more effective task management. Stay on top of your sales deals and their status (Won/Lost/Negotiating). Update your CRM data regularly for a more accurate and effective system. How to Use This Sales CRM Template? If you have multiple products to keep track of, you may find our Multi Product CRM template useful. If you are focusing on managing strategic partnerships, all you need is to opt for our Business Development CRM template.   For those seeking to manage their personal contacts, the Personal CRM template is an excellent option to consider. Ways to Customize Our Sales CRM Template After copying this template to your Stackby Workspace, you can customize it per your requirements. Let's see how: Add custom fields to capture specific information relevant to your business needs. Create new tables, such as product or lead tables, to expand the functionality of your Sales CRM Template. Utilize filters and views to narrow down and focus on specific data subsets within your CRM. Streamline your workflow by incorporating automation features into your Sales CRM Template. Seamlessly integrate with popular third-party tools like Zapier, Slack, Trello, etc. Tables Included in Our Sales CRM Template Opportunities: It allows you to track the potential deals that your company is currently pursuing. Interactions: This table lets you keep a tab of all the interactions you have with your customers, whether it's through phone calls, emails, or meetings. Companies: It enables you to maintain a comprehensive database of all the companies that you deal with. Contacts: With its aid, you can manage all your contacts in one place. By linking these tables together using Link Column types, you can create relationships and establish key performance indicators (KPIs) for your sales CRM. For example, you can link interactions to specific opportunities or contacts, track the number of interactions per opportunity, or measure the conversion rate from opportunities to closed deals. It enables you to generate meaningful insights, track key performance indicators (KPIs), and generate reports that provide a holistic view of your sales operations and performance. You can also add or import tables depending on your unique requirements. This flexibility allows you to customize the template to suit your business needs and ensure you have all the information you need at your fingertips. Ready to Simplify Your Sales Management Tasks and Customer Relationships? With Stackby's Sales CRM Template, you can manage your sales pipeline and customer relationships more effectively, boosting overall sales and revenue.Try it out today by signing up on Stackby and experience a flawless sales management experience!Check out more related Templates: Business Development CRM Dealflow CRM Fundrasing CRM Customer Development Lightweight CRM Personal CRM 
Use Stackby blog editorial calendar template for effective blogging strategies Templates
Blog Editorial 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. While new forms of online marketing are 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. This is where a blog editorial calendar template comes in handy. Are you a freelancer with an interest in writing blogs or a copywriter in 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 Editorial Calendar Template, you can plan everything on a single interface! Our Blog Editorial 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 in-built calendar in the blog editorial template. Monitor the blogs you and your team are currently working on and the level of difficulty of each. 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 Editorial 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.   Check out other related Templates : Ad Campaign Planning Template Marketing Asset Management Email Marketing Calender Social Media Calendar Restaurant Social Marketing Calendar Competitor Analysis 
Marketing Campaign Tracker Template By Stackby Templates
Marketing Campaign Tracker
Innovative, creative and eye-catching marketing campaigns are one of the key drivers of success for any venture. 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 marketing campaign tracker template. What are the key essentials for any marketing campaign management plan? Set a goal for your marketing campaign. Decide on your target audience. Set a budget for your campaign planning strategy. Decide on a platform/channel. Organize your team and divide the work. Determine the content. Track your marketing campaigns diligently. This will help you analyze whether a particular strategy from your campaign management plan is working for you. Respond and Improve. Customer testimonials are first-hand inputs that will determine how your campaign planning strategy is being received by the target audience. Update the same when the need arises. What is a Marketing Campaign Tracker Template? A marketing campaign tracker template is a pre-formatted document that helps you to keep track of multiple aspects of your campaigns in an easier and accessible manner. This template is customizable and can be tailored to suit your requirement. Why do you need a Marketing Campaign Tracker Template? Whether you are campaigning to attract new customers, increase your sales, advertise a new offer or improve brand loyalty, a marketing campaign requires meticulous campaign planning and execution. A marketing campaign tracker template is the answer to all your problems! A marketing campaign tracker 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 tracker template. Who is marketing campaign tracker template for? This template is ideally suited for marketers, SEO agencies, startups and SMEs. The campaign tracker template has immense utility potential for all sectors that perform marketing related activities. How will Stackby’s Marketing Campaign Tracker 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 Marketing Campaign Tracking Template to plan, manage, and enrich your marketing campaign management experience like never before!You may also find these Templates useful: Ad Campaign PlanningFacebook Ad Campaign Marketing Asset Management Email Marketing Calender Social Media Calendar 
Deal-flow Management Template by Stackby 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! Stackby’s Deal-flow management template can make the process all the more easier for you.  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 deal flow management template for your organization? The Deal-flow management 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 deal-flow management 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! Check out related Template Idea Tracking Corporate M&A Tracking Dealflow CRM