The Reseller Trap
In the high-stakes world of SaaS and application reselling, your value is your pipeline. If you are managing your leads on a generic todo list or a mess of bookmarked websites, you are losing the thread of the deal. You know the Business Name, but do you know where they sit in the Pipeline—are they a Prospect, a Referral, or in the high-friction Negotiation phase? The mental load of tracking individual Service Plan preferences across dozens of open accounts is what causes resellers to miss the renewal that matters. You shouldn't be "managing clients"; you should be building a proprietary archive of their digital transformation.
This template is a digital технічний nerve center for the professional 1Tap reseller. It collapses the siloed mess of personal contacts and service data into a single, high-fidelity source of truth.
Granular Control: The Subscription Matrix
The strength of this system is its focus on recurring revenue. It doesn't just track a "Sale"; it captures the entire financial infrastructure of the client relationship. By logging the Monthly Fee and the specific Monthly Bill Date, you create a proactive billing map. You stop reacting to "no-pay" situations and start managing a data-backed portfolio of Client-Monthly and Client-Annual accounts. The Service Plan multichoice list—from MMP - Basic to Enterprise—allows for surgical filtering, ensuring you know exactly who is eligible for an upgrade.
The technical fields—1Tap App URL, App Creation Notes, and social media links (Facebook URL, Twitter URL)—ensure that your operational assets are always optimized. Having the client's app URL and their custom build notes in the same record as their Account Number allows for a level of technical support that builds unshakeable trust. The Map field provides the spatial anchor needed for local territory management, ensuring that every site visit is maximized for efficiency.
The Scaling Phase: Operational Mastery
As your book of business scales from twenty clients to hundreds of active apps, this database becomes your primary management tool. You can run a report on every Past Client to identify re-engagement opportunities or analyze your pipeline's health based on the Renewal Fee Bill Date calendar. This isn't just a "CRM"; it's an operational integrity engine. You move from reacting to the next support ticket to proactively managing a multi-layered service pipeline, providing a professional, data-backed experience that builds your brand as a 1Tap authority. You move from "closing deals" to mastering the data-driven science of reseller management where every Business Name and every App URL is a documented step toward your professional legacy.