client management

thebiev

hello everyone and Happy Holidays! I just started a new job as a grant writer and looking for a way to keep track of all my clients data such as grant applications, document requests, etc. Any suggestions would be greatly appreciated!😁

Andrée Starå

Hi @thebiev

I hope you're well and safe!

Here's a template that can be an excellent starting point.

https://www.smartsheet.com/marketplace/us/template-sets/grant-application-plan-higher-ed

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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