Client Tracker & Management for Small Business with Excel & Google Sheets
This is the ultimate spreadsheet for client management and communication tracking. With intuitive features and seamless setup, it transforms how you interact with clients. Capture and manage leads effortlessly while monitoring communication history and feedback.
Stay organized with our task and follow-up dashboard, ensuring nothing falls through the cracks with timely reminders and comprehensive task management. Maintain detailed client communication records, facilitating seamless collaboration and easy retrieval of past interactions for reference.
Gather and analyze customer feedback to identify areas for enhancement and respond to customer comments effectively. Our toolkit empowers you to integrate valuable insights into future projects and service improvements, enhancing business efficiency and client satisfaction.
This template is fully customizable! You can change everything in it – colors in tables, pie charts, etc.
WHAT’S INCLUDED ?
- Detailed video tutorial on how to use this spreadsheet
- Step by step instructions
- 4 Templates of Spreadsheets
- 1 Sample Excel Spreadsheet with Mock Data
- 1 Excel Spreadsheet with Empty Data
- 1 Sample Google Sheets Spreadsheet with Mock Data
- 1 Google Sheets Spreadsheet with Empty Data
- Editable in Google Sheets and Microsoft Excel
- Compatible with MAC, PC, Phones, or Tablets
Features:
- Intuitive and Quick Set Up in Just a Few Steps
- Lead Generation Dashboard
- Communication Log Dashboard
- Project Management Dashboard
- Task and Follow-Up Dashboard
- Customer Feedback Dashboard
These tabs collectively offer a powerful and comprehensive toolkit for managing clients, projects, and tasks while enhancing communication and feedback loops for better business efficiency.
!! IMPORTANT !!
YOU WILL NEED:
- A device to access Google Sheets or Microsoft Excel
- A Google Account (if editing through Google Sheets)
- Microsoft Excel (if editing through Excel)
- Basic computer knowledge
HOW IT WORKS:
- Purchase (instant download)
- Upload the PDF file (access to Google Sheet)
- Download the Excel template
- Open the spreadsheet (start planning!)
SOME POINTS TO CONSIDER:
This is a digital download. No physical items will be shipped after the purchase.
Due to the digital nature of the product, all sales are final, and refunds are not issued.
DISCLAIMER REGARDING COLORS:
The actual color of the spreadsheet may vary due to differences in how our screens display color. Your phone, tablet, or computer may show colors differently, just as we also perceive colors differently. Please keep this in mind when purchasing the template.
