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HomeKeeper Planning Worksheet

Use our HomeKeeper Planning Worksheet to make notes about your organizations' reasons for using HomeKeeper, as well as noting what processes you'd like to move into HomeKeeper. It'll take time, but you can target the most important processes first and others later on.


Download the worksheet today!

What it will do:

Help you to:

  • Define your why
  • Define how your organization will use HomeKeeper
  • Identity which functions (out of many!) your organization is using or is interested in using

Once you've defined your priorities, we can help.

We'll direct you to the trainings, articles and other users who can help you reach your goals!

Explore our recorded trainings, ask a question or attend office hours!

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