Capture and communicate the value of your software improvements.
This clean, one-page template helps you document the impact of system changes in a clear, measurable way. Designed for consultants, advisors, and implementation specialists, it lets you quickly summarise what was changed, the results achieved, and the client’s feedback—all in a professional, client-facing format.
Use it to track time savings, invoicing efficiency, and cost reductions, and to visually demonstrate ROI during reviews or proposals. Ideal for post-implementation reporting or building case studies that highlight real business impact.
Sections include:
Client and advisor details
Tools reviewed and new processes introduced
Quantified efficiency gains (time, payments, cost savings)
Qualitative client feedback
Identified problems and review dates
Capture and communicate the value of your software improvements.
This clean, one-page template helps you document the impact of system changes in a clear, measurable way. Designed for consultants, advisors, and implementation specialists, it lets you quickly summarise what was changed, the results achieved, and the client’s feedback—all in a professional, client-facing format.
Use it to track time savings, invoicing efficiency, and cost reductions, and to visually demonstrate ROI during reviews or proposals. Ideal for post-implementation reporting or building case studies that highlight real business impact.
Sections include:
Client and advisor details
Tools reviewed and new processes introduced
Quantified efficiency gains (time, payments, cost savings)
Qualitative client feedback
Identified problems and review dates
