Client CRM Hub – Track, Onboard & Manage Clients in One Smart Workspace

📦 What's Included:

✅ Client Tracker Tab

Track each client’s journey with sections for:

• Start & end dates
• Payment status (with drop-downs: Paid, Pending, Overdue)
• Session notes and progress updates

✅ Client Onboarding Form

A structured intake form for each new client:

• Contact info, service type, package details
• Goal-setting fields
• Editable to match your business

✅ Daily Planner Tab

Stay on top of tasks and sessions with:

• Daily to-do list
• Top 3 priorities
• Hourly time-blocking
• Space for notes or reminders

🌟 Key Benefits:

• 📌 Never lose track of where your clients are in their journey
• ⏱️ Save time with a reusable system that works with your workflow
• 💼 Deliver a professional experience from onboarding to final session
• 🧠 Stay focused with integrated daily planning and task tracking
• 💸 Easily monitor payments with automatic status updates

🛠️ Tools Used:

• Works with Google Sheets or Microsoft Excel
• 100% customizable and editable — use it again and again!

🎯 Who It’s For:

This is ideal for:

• Coaches & consultants
• Freelancers & creatives
• Service-based businesses
• Virtual assistants or wellness pros

💬 Call to Action:

Download the Client CRM Hub today and start managing your clients, tasks, and time with confidence.