Skilled Excel Expert for Sales Documentation
Budget: $8 – $15 AUD
We’re looking for someone highly skilled in Excel to help our company build a small suite of sales documents. All of the below, we have the contractual wording already, we just need the dashboard built and the automation of input of informaiton
Document 1 – Services Contract (Excel → PDF):
A services contract template where the sales team enters client details on a “Home” tab, and the information automatically populates throughout the contract. The final output should export/print to PDF in a clean, visually appealing format.
Document 2 – Short-Form Contract (Excel → PDF):
A simplified version of Document 1 for smaller engagements. Client details are entered once on a main tab and auto-populate the short-form agreement, which can then be exported/printed to PDF.
Document 3 – Sales/Discovery Toolkit (Excel workbook):
A larger workbook with multiple tabs and selectable options based on the type of client meeting. It will include:
Discovery tab: enter client details live during the meeting (guided prompts).
Objections tab: quick-reference responses and talking points to address common objections.
Closing tab: a structured sales script with fields to capture key information and quick access to relevant objections/answers.
Document 1 – Services Contract (Excel → PDF):
A services contract template where the sales team enters client details on a “Home” tab, and the information automatically populates throughout the contract. The final output should export/print to PDF in a clean, visually appealing format.
Document 2 – Short-Form Contract (Excel → PDF):
A simplified version of Document 1 for smaller engagements. Client details are entered once on a main tab and auto-populate the short-form agreement, which can then be exported/printed to PDF.
Document 3 – Sales/Discovery Toolkit (Excel workbook):
A larger workbook with multiple tabs and selectable options based on the type of client meeting. It will include:
Discovery tab: enter client details live during the meeting (guided prompts).
Objections tab: quick-reference responses and talking points to address common objections.
Closing tab: a structured sales script with fields to capture key information and quick access to relevant objections/answers.
Related categories:
Visual Basic
Data Entry
Excel
PDF
Excel VBA
Data Analysis
Automation
Visual Design
Data Management
Contract Management