Client Portal Spreadsheet — Clients, Approvals & Invoices in One Hub

🔥 Client Portal Spreadsheet: Instant Download

Keep clients, onboarding, deliverables, approvals and invoices in one calm hub, without another login.

A START HERE snapshot pulls in active clients, deliverables in review, pending approvals and overdue invoices: 6 working tabs plus START HERE and Settings, in one file that is yours to keep.

✨ What It Does for You

• See client status at a glance on the START HERE snapshot
• Stop missing sign-offs: pending approvals past due are flagged
• Know which invoices are late: aging days and balance due calculate for you
• Keep meetings actionable: notes with next actions in the Meeting Log

📦 What's Inside

• START HERE: a 6-step how-to and a live snapshot: active and onboarding clients, deliverables in review, pending approvals, overdue invoices, and open vs paid invoice totals
• Client Directory: contact, package, status, start date, MRR / project value, owner, and portal link
• Onboarding Checklist and Deliverables: 6 onboarding tasks per client, plus deliverables with status, due and sent dates, link, and days to due
• Approvals: requested and due dates, approver, and decision notes, with pending items past due flagged
• Invoices Snapshot: issue and due dates, amount, and status, with aging days and balance due calculated
• Meeting Log and Settings: meeting notes with next actions, plus editable lists for statuses, packages, and owners

💡 Who This Is For

• Freelancers managing several clients at once
• Boutique agencies and studios tracking deliverables and approvals
• Service providers who want client status at a glance

🔄 Before and After

• Before: Client info spread across email, drives, and notes. After: One Client Directory with package, status, value, and portal link
• Before: Approvals slipping past their due date. After: An Approvals tab that flags pending items past due
• Before: Guessing which invoices are late. After: An Invoices Snapshot that calculates aging days and balance due

⚡ Get Started in Minutes

• Download the .xlsx and open it in Excel or Google Sheets
• Read the first tab for the setup steps
• Replace the sample rows with your own

Sample data is fictional. Replace it with yours.

🔒 Instant Access

Once you purchase, you get immediate access to your file. It is yours to keep.

We’re a new store, but our digital tools are built to save you time, simplify your workflow, and help your business grow. Your trust matters — and every product is designed to deliver real results.

Thank you for supporting a growing brand.

— Kyle P. Herrick, Founder

✔️ Satisfaction Guarantee

If this template doesn’t help you save time or improve your workflow, message me and I’ll make it right. Your success matters.

💬 Need Help?

Message me anytime. I’m here to help you get the most out of your templates. Email herrickkyle87@outlook.com.

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