📊 CRM & KPI

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CRM (Notion)

Open CRM Template →

Instructions: Open the link, click Duplicate in the top right corner, and save it to your Notion workspace.

KPI Tracker (Google Sheets)

Open KPI Tracker →

Instructions: Open the link, go to File → Make a copy, and save it to your Google Drive.

📌 Notes

Both tools will be walked through in detail on the onboarding call. Have them open and ready before the call starts.
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