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1-to-1 Coaching

4-Day Excel Mentor Program

“From Formulas to Functional Tools – Learn to Build, Analyze & Apply”
2 hours per session | Hands-on learning | Real-world solutions

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Who is This For?

✅ Professionals who want to shrink hours of Excel work into minutes
✅ Entrepreneurs looking to build custom Excel tools for business
✅ Anyone who wants to automate and streamline workflow without VBA macros or coding
 

Day 1: Mastering Essential Excel Formulas

“Master the Few That Matter Most”

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Forget memorizing 101 functions. Learn the core formulas that power real automation and analysis.
 

Day 3: Creating Reports from Your CRM

“Turn Raw Data Into Insights”

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Now that you have your CRM, it’s time to extract meaningful data and build reports for decision-making.

Day 2:
Building a CRM Skeleton (Think Like a Programmer)

“Structure First, Formulas Second”

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Learn how to design and structure a CRM tool in Excel — not just from a technical angle, but from a problem-solving mindset.

Day 4: Linking Everything – Real-World Applications

“Apply What You Built to Real Business Scenarios”

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Learn how to adapt your CRM system and reports to different industries and operational needs.

Project Based

Excel Tool Creation

Build Custom Solutions That Work for You
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Are you stuck doing repetitive tasks in Excel? Struggling with messy spreadsheets or manual reporting? We help professionals and businesses transform their work with tailor-made Excel tools built to solve real operational problems.

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🔧 What We Offer:

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  • Custom Excel Tools – Built from scratch to automate your workflow, whether it’s budgeting, sales tracking, HR reporting, or anything in between.

  • Process Optimization – We analyze your current workflow and design tools that simplify, streamline, and scale your processes.

  • Dashboard Design – Visual dashboards that bring your data to life, so you can make smarter decisions—faster.

  • Training & Handover – You’ll learn how the tool works and how to update it—no black boxes, just clarity.

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🧠 Who It’s For:

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  • Entrepreneurs and small businesses

  • Corporate professionals managing projects, reports, or teams

  • Ops and admin staff juggling routine processes manually

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💡 Why It Matters:

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Most people use less than 10% of Excel’s potential. With a custom tool, you can:

  • Cut hours of manual work per week

  • Reduce human error

  • Improve clarity and team collaboration

  • Build repeatable, scalable systems

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“Don’t adapt to your tools—build tools that adapt to you.”
 

Project Based

Excel CRM Creation

Custom-Built CRM Solutions in Excel — Designed for How You Really Work​

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Every business needs a way to manage relationships and transactions — but not everyone needs (or wants) complex, expensive software. At Riche Mentor, we create smart, practical Excel-based CRM tools tailored to your business operations, whether you’re handling clients, suppliers, or sales.

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🔧 What’s Inside Your Custom CRM:

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  • Client & Supplier Contact Directory

    • Organize and access detailed contact records at a glance — including key people, roles, phone numbers, and emails.

  • Transaction & Order Tracking

    • ​Track every transaction in detail — from Purchase Orders (POs) and Delivery Orders (DOs) to Sales Invoices — all in one integrated system.

  • Search & Filter Functions

    • Quickly find any contact, order, or document using built-in smart search and drop-down filters — no more digging through spreadsheets.

  • Automated Report

    • ​Generate real-time summaries of sales, outstanding orders, client history, or supplier performance — all at the click of a button.

  • Simple Navigation & Dashboard View

    • Clean layout and intuitive controls so you (and your team) can use it with minimal training.

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💡 Built for:

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  • Small business owners and admin teams

  • Coaches, consultants, and service providers

  • SMEs managing multiple vendors or clients

  • Anyone who prefers Excel’s flexibility and wants full control over their data

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“Have everything you need — from contacts to invoices —

in one powerful Excel tool that works like a CRM but feels like your own system.”

Project Based

On-Site Operations Productivity Audit

Spot the Gaps. Fix the Waste. Raise Your Team’s Productivity.​

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Many workplace inefficiencies go unnoticed because “it’s always been done this way.” Our On-Site Operations Productivity Audit is designed to observe, evaluate, and optimize how work actually happens on the ground — not just how it looks on paper.

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Whether you’re running a front office, backend team, retail space, or logistics workflow, we help you uncover the bottlenecks, eliminate redundant tasks, and create smarter ways of working.

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🔍 What We Do During the Audit:

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  • Observe Real Workflows On Site

    • We shadow your team during daily tasks to see how operations are carried out — from paperwork to customer handovers.

  • Identify Hidden Inefficiencies

    • Spot delays, duplicated efforts, underutilized tools, or unclear roles that slow down performance.

  • Evaluate Tool Usage & Process Design

    • Assess how effectively existing tools (e.g. Excel, shared folders, internal forms) are being used — or underused.

  • Gather Honest Frontline Feedback

    • We speak with your staff to understand real challenges and friction points that often go unreported.

  • Deliver Actionable Recommendations and Build Actual Solutions

    • You’ll receive a concise report with prioritized solutions — from simple workflow tweaks to system upgrades.

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⚙️ What This Helps You Achieve:

 

  • Faster turnaround time

  • Less miscommunication across teams

  • More clarity and accountability

  • Higher morale from smoother work processes

  • Smarter use of tools you already have

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“You don’t need to work harder — just smarter.

Let us help you see what’s really holding your team back.”

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