• Projects 132
  • Rating 5.0
  • Rating 14 758

Budget: 12000 UAH Deadline: 15 days

Hello, Irina.

I can help you with formalizing the template.
In addition to the points you suggested, I can propose adding a mini-template in Google Tab with financial indicators before/after the implementation of innovations.
I recommend including n8n in your tools registry - it is currently gaining attention and interest.

  • Projects 87
  • Rating 4.9
  • Rating 2 060

Budget: 2500 UAH Deadline: 2 days

Good day! I am engaged in marketing research + designing based on their results. I also have extensive experience using AI for automating my own projects (not for clients).
I created my own templates in Notion, but I also have a good understanding of Google Sheets and Google Docs.
There will be a minimalist, professional design, all the fields and data you need will be easy to fill out, and as a bonus - an example of a filled template.

  • Projects -
  • Rating -
  • Rating 334

Budget: 1000 UAH Deadline: 1 day

I can create a template in PDF format with a clear structure and professional design, suitable for editing in editors such as Overleaf.

  • Projects 24
  • Rating 5.0
  • Rating 2 931

Budget: 9000 UAH Deadline: 5 days

Hello! I have extensive experience in this area and am ready to perform your task with quality. I approach work responsibly, take into account all wishes, and work within the agreed budget.

If you're interested, I would be happy to discuss the details and find the best solution for you. Write to me – I will be glad to cooperate!

  • Projects -
  • Rating -
  • Rating 580

Budget: 5000 UAH Deadline: 3 days

Hello, Irina! I have experience both in implementing AI and Make/Zapier, and in building systematic audits for businesses. I have previously created templates for similar tasks — with a clear structure, vulnerability assessment, automation recommendations, and formatting in a client-friendly document.

I can create a universal template (in Google Docs or Notion), adapted to your workflow with clients, including an example of how to fill it out.

Write to me - we will discuss all the details!

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