Client Management System – Starter (Google Sheets + Forms)

Tired of tracking clients manually?

The Client Management System – Starter helps you collect, organize, and track client information automatically—without complicated software or monthly fees.

This plug-and-play system uses Google Sheets and Google Forms to keep everything in one place while reducing manual data entry.

✅ What This System Does

• Automatically captures new client information through a form
• Instantly adds submissions to a clean client database
• Lets you track client progress with simple status updates
• Keeps your system protected so nothing breaks

No CRM. No subscriptions. No tech overwhelm.

📦 What’s Included

• Client Management Google Sheet (Starter version)
• Client Intake Google Form
• Example client row (easy to delete before first use)
• Quick Start Guide PDF
• Thank-You PDF with setup links

🛠️ Key Features

• Automated client intake (Google Form → Google Sheet)
• Client status tracking (New / Active / Completed)
• Notes section for internal tracking
• Protected system areas to prevent accidental edits
• Beginner-friendly and low-maintenance

👤 Who This Is For

• Solopreneurs & freelancers
• Small business owners
• Service providers
• Anyone who wants a simple client tracking system without paying for CRM software

⚠️ Important Notes

• This is a digital product (no physical item)
• Requires a free Google account
• For personal or business use only
• Redistribution or resale of the template itself is not permitted

🚀 Instant Access

Once purchased, you’ll receive immediate access to the downloadable PDFs and setup links via Payhip.