NEXORA Creative Client Business OS

The All-in-One Excel CRM, Project Management & Business Tracking Toolkit for Creative Professionals

Stop juggling spreadsheets, client notes, unpaid invoices, and project deadlines.

NEXORA Creative Client Business OS brings your essential business workflows together in one organized digital toolkit.

Designed for photographers, wedding planners, event coordinators, florists, designers, creative freelancers, and independent service providers.

No monthly subscription. No complicated setup. Just practical tools you can start using in Excel.

WHAT'S INCLUDED

1. Business Management Excel Workbook — 14 Tabs

• Business Dashboard – Track key business figures in one place.
• Lead Tracker – Organize inquiries and follow-ups.
• Client CRM – Keep client information together.
• Project Tracker – Manage project details, budgets, and progress.
• Quote Tracker – Track estimates and proposals.
• Invoice Tracker – Monitor invoices and outstanding balances.
• Payment Tracker – Record payments received.
• Expense Tracker – Organize business and project expenses.
• Task Manager – Keep track of deadlines and responsibilities.
• Service Pricing – Estimate pricing based on your inputs.
• Event Runsheet – Plan event schedules and activities.
• 30-Day Business Plan – Organize improvement tasks.
• Settings – Configure workbook preferences.
• Welcome Guide – Understand how the workbook works.

2. Six Editable Word Templates

Save time preparing routine client documents.

Included templates:

1. Client Discovery Brief
2. Quote & Scope Proposal
3. Booking & Milestones Checklist
4. Project Change Request
5. Client Handover & Signoff
6. Client Email Templates

All documents are editable and customizable for your own business.

3. Additional Resources

• 8-page Quick Start PDF Guide
• Excel Demo Workbook with fictional example data
• Getting Started Instructions
• Personal Business Use License

BUILT FOR CREATIVE BUSINESS OWNERS

Whether you're managing photography sessions, wedding projects, floral orders, design clients, or event services, this toolkit helps you:

✓ Keep client and project information organized

✓ Track invoices, payments, and outstanding balances

✓ Monitor project expenses and estimated financial performance

✓ Prepare professional client documents

✓ Organize deadlines and follow-ups

✓ Manage multiple projects without scattered spreadsheets

NO SUBSCRIPTION REQUIRED

A one-time purchase gives you access to the included digital files.

Please note: Data is entered manually. The workbook does not connect automatically to bank accounts, payment providers, email services, or external platforms.

SOFTWARE REQUIREMENTS

• Microsoft Excel desktop recommended for the spreadsheet
• Microsoft Word or compatible DOCX editor for templates
• A ZIP extraction tool

Version 1.0 includes 30 preformatted operational rows per relevant worksheet. Additional capacity requires extending the spreadsheet formulas and dashboard ranges.

The workbook provides business estimates and tracking, not tax-adjusted accounting reports. It does not generate legally compliant invoices automatically.

INSTANT DIGITAL DOWNLOAD

After purchase, download your ZIP package, extract the files, and follow the Quick Start Guide.

Digital product only. No physical item will be shipped.

Created by NEXORA WorkTools.

*Independent digital toolkit. Not affiliated with Microsoft. Results depend on the data entered and how the tools are used. No business or revenue outcomes are guar