Business Client Tracker | Freelance Client Tracker | Small Business Management | Google Sheets Spreadsheet

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Say goodbye to client chaos, dear Small Business/Freelancer! Or even if you're a seasoned pro looking to up your organization game, this Google Sheets spreadsheet has got your back.

With two tabs, you'll be able to:

Track your client's contact information, purchase and status details, and whether any action needs to be taken. Plus, you can mark clients as inactive when they've been dealt with.
Customize purchase and status types in the Settings tab.

To kick things off, make a copy of the spreadsheet by clicking the link provided, which you'll receive after purchase. Don't forget to read the Instructional.pdf beforehand.

And remember, it's for personal use only, so no reselling!

Quantity

I want this!

2 Tabs are included & here is what you can track with this planner

Tab 1

Clients - On the clients' page you can keep track of client contact information, their purchase type, status type, and whether or not they need action. You can check off clients that are no longer active as well on this sheet.

Tab 2

Settings - Here is where you will list out the custom Purchase Type and Status Type options you would like to use.