Client Tracker | Excel & Google Sheets Template | Dark + Light

Every client, project and follow-up in one place, so no lead goes cold.

A simple client tracker (CRM) for people who don't want another app. Keep every client, every possible project and every follow-up in one spreadsheet, and let the Dashboard tell you who to call next.

What's Inside

• Dashboard with active clients, open pipeline, wins and follow-ups due
• Pipeline stages with a weighted forecast
• Follow-up log that flags overdue next steps
• Reach out reminders for clients you haven't contacted in a while
• Client totals that fill in from your pipeline
• Stages, sources and contact types you can rename

What You Get

• Two versions: Dark (Midnight Blue) and Light. Same features, two looks.
• A Start Here guide with 4 quick setup steps
• Sample data so you can see how it works, easy to clear when you're ready
• Built-in Welcome and Tips tabs
• Formulas are locked so nothing breaks by accident (no password, so you can still customize)

Perfect For

Freelancers, consultants, coaches, agencies and service businesses.

Works With

Microsoft Excel 2019 or newer, including Microsoft 365 (Windows and Mac), and Google Sheets. This is a digital download. Nothing will be shipped.

Good To Know

Personal license for one person or one business. Please don't share, resell or redistribute the files.

Questions? Email BizBloomStudio@proton.me