Coaching Client Tracker

Run your coaching like a business — leads, clients, packages and income in Excel and native Google Sheets.

Includes Excel + Google Sheets.

WHAT'S INSIDE

• 7 connected sheets — Leads, Clients, Coaching Packages, Invoices + a live Dashboard

• Lead-to-client pipeline with status tracking

• Sessions used and remaining per client

• Invoices and payment status in one place

• Start Here guide + personal-use license

WHY IT WORKS

• Leads to paying clients — a pipeline from enquiry to signed.

• Every package tracked — sessions used and remaining per client.

• Get paid without chasing — invoices and payment status in view.

• Know your numbers — revenue and active clients on a dashboard.

YOU'LL RECEIVE

• 1 editable Excel workbook (.xlsx)

• Native Google Sheets edition — “Make Your Copy” access link (PDF)

• Start Here quick-setup guide (TXT)

• Personal-use license (TXT)

• Delivered as instant ZIP download

FORMAT

• Microsoft Excel — best compatibility (desktop recommended)

• Free Google account for the Google Sheets version

• Works on Windows & Mac

Microsoft Excel offers the best compatibility. A tested native Google Sheets version is also included through a “Make Your Copy” link.

IMPORTANT

Digital product only — no physical item will be shipped. Personal-use license. This is an organizational template: no income or other outcomes are guaranteed.