Client Tracker & Management Spreadsheet Template for Excel & Google Sheets
Original price was: $21.99.$13.99Current price is: $13.99. 36% Off
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Instructions Guide/Video
Client Tracker & Management Spreadsheet Template for Excel & Google Sheets
Simplify your client management with our Client Tracker & Management Spreadsheet Template for Excel and Google Sheets. This all-in-one template helps you easily track client communications, manage leads, and organize tasks in a straightforward way. Its simple design and helpful dashboards ensure you never miss a follow-up.
With features like a communication log, project management tools, and a section for customer feedback, this template helps you improve client satisfaction and run your business better. Whether you’re a freelancer or part of a larger team, this template is a great tool to make your work easier and strengthen client relationships.
WHAT’S INCLUDED?
– Detailed video tutorial on how to use this spreadsheet
– Step-by-step instructions
– 4 Templates of Spreadsheets
– One sample Excel spreadsheet with mock data
– An Excel spreadsheet with empty data
– A sample Google Sheets spreadsheet containing mock data
– A Google Sheets spreadsheet with empty data
– Editable in Google Sheets and Microsoft Excel
– Compatible with MAC, PC, Phones, or Tablets
Features:
– Fast and Simple Installation
– Lead Tracking Overview Dashboard
– Complete Communication Log
– Effective Project Management Capabilities
– Task and Follow-Up Reminder System
– Customer Feedback Analysis Tools
– Intuitive Layout for Easy Use
– Works on Excel and Google Sheets
Benefits:
– Stay Organized: Keep all your client information in one place for easy access.
– Improve Communication: Track conversations and follow-ups to strengthen client relationships.
– Manage Tasks Efficiently: Use reminders and dashboards to ensure important tasks are completed on time.
– Gather Insights: Collect customer feedback to identify areas for improvement and enhance services.
– Save Time: Simplify your client management process, allowing you to focus on growing your business.
Who Should Use It:
– Freelancers: Ideal for independent workers who need to manage client interactions and projects easily.
– Small Business Owners: Perfect for those running small businesses who want to improve organization and communication.
– Project Managers: Great for managing multiple projects and ensuring all tasks are on track.
– Sales Professionals: Useful for tracking leads, follow-ups, and client feedback to boost sales efforts.
Learn More
- Step-by-step instructions: Watch on YouTube
- Follow us on social media for updates and promotions! Pinterest | Facebook | Instagram
- Explore our PLR Client Tracker & Management Spreadsheet with resell rights.
- Visit our Custom Spreadsheets page for tailored options.
YOU WILL NEED:
- A device to access Google Sheets or Microsoft Excel
- A Google Account (if using Google Sheets)
- Microsoft Excel software (if using Excel)
- Basic computer skills
HOW IT WORKS:
1. Purchase and download instantly.
2. Open the PDF file to access the Google Sheet link.
3. Download the Excel template.
4. Open the spreadsheet and start planning!
IMPORTANT TO KNOW:
- This is a digital download; no physical items will be shipped.
- Due to the nature of digital products, all sales are final, and refunds are not available.
COLOR DISCLAIMER:
Please note that colors in the spreadsheet may vary slightly due to screen display differences on your device. This can include variations in color on phones, tablets, and computers.
Note: For the best experience, we recommend using a desktop or laptop for full editing capabilities.
NEED HELP? If you have any questions, feel free to reach out to us at [email protected] or [email protected]. You can also contact us on WhatsApp for assistance.
