Setup of a Pre-Designed Template

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About this service

Summary

I specialize in tailoring existing templates to fit your unique needs and requirements. Working closely with you, I'll understand your specific customization requests and make the necessary adjustments to enhance the template's functionality and visual design. My aim is to ensure the template meets your expectations and empowers you to make informed decisions based on your data.

What's included

  • Consultation

    I'll work with you to understand your business needs and data requirements. We'll discuss the template setup and any other changes that need to be made to better discuss the key performance indicators (KPIs) that need to be tracked.

  • Data Preparation

    I'll clean and prepare your data to ensure it's accurate and usable for the template. This may involve data wrangling, data cleaning, or data transformation.

  • Template Setup & Customization

    I will help you set up the template, including importing data, configuring formulas, and organizing the sheets. I will modify the template to align with your specific requirements, such as adding or removing columns, adjusting formulas, or creating custom charts and visualizations.

  • Template Tutorial

    I'll provide you with a comprehensive tutorial on how to use the template. The tutorial will cover all the features and functionality of the template, enabling you to fully utilize it to make data-driven decisions.

  • Technical Support

    After the project is completed, you will receive 3 hours of technical support within the first 15 days to help you get started with using the template. I'll provide technical support for your template in case you encounter any issues or have any questions. If you need additional technical support beyond that, we can discuss a separate service agreement to ensure your needs are met.


Skills and tools

Data Visualizer
Presentation Designer
Data Analyst
Google Sheets
Microsoft Excel

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