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Small Business Template| Digital Client Tracker| Google Sheets for Business| Business Tracker| Business Planner| Spreadsheet Template| Pink

PLANCONCEPT  
4.5 out of 5 stars

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Star Seller. This seller consistently earned 5-star reviews, shipped on time, and replied quickly to any messages they received.

Highlights

  • Designed by PLANCONCEPT
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 PDF, 1 ZIP

2026 Planner |Digital Planner | Small Business Template| Digital Client Tracker| Google Sheets for Business| Business Tracker| Business Planner| Spreadsheet Template| Pink

This is a fully editable GOOGLE SHEETS CLIENT TRACKER SPREADSHEET to manage your life, achieve your goals and get the most out of your expensive time!
Intuitive and easily customize in Google Sheets (you will need a free google account) to save you a lot of time and money.

READY-TO-USE spreadsheet templates to manifest and track in only a few steps your ideal lifestyle, health, fitness, finances, goals, projects and productivity, leaving you with hours of free time to focus on other important things!

Just DOWNLOAD, EDIT and START right away!


PRODUCT INFORMATION

FILE: PDF with instructions and links to access and edit the spreadsheet template in GOOGLE SHEETS.

YOUR PURCHASE INCLUDES

• The Complete Client Tracker dashboard.
• The Setup & Instructions Tab.
• The Client tracker Tab.
• The Invoice Tracker Tab.
• The Project Tracker Tab.
• The Status Tracker Tab.
• Automatic Calculations.
• Gift from us - PDF Financial Planner 20 Pages (3 sizes).
• Colors may vary slightly depending on the computer monitor you decide to use.
• You can edit your template over and over again as needed.


NOTE

This is a DIGITAL TEMPLATE file. No physical product will be sent and editing is completed by the buyer. Since this is a digital file we cannot provide returns or exchanges on downloadable items. Please ask all questions before purchasing your item.

All designs are ©PLANconcept. This item is for personal use and can not be resold, redistributed, or used for any commercial purposes.


HOW IT WORKS?

• ADD to cart and PURCHASE.
• CHECK on Etsy Purchases & Reviews.
• DOWNLOAD attached PDF files with a link to the template in Google Sheets.
• You will need a free Google account to use the template.
• CLICK "Make a copy" and your template will open up in your browser.
• You will also receive instructions on how to use your template.
• Message me on Etsy if you have any other questions!


Please do not hesitate to reach out via Etsy message! Feel free to write questions, comments, and suggestions.

THANK YOU for visiting PLANconcept!

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Reviews for this item

4.7

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience.

(3 reviews)

5.0 Item quality
5.0 Shipping
5.0 Customer service
100% Buyers recommend
5 out of 5 stars 5 This item

Shelby Apr 22, 2025

I'm a paralegal (case load of approx. 200 - various types of clients) and being able to edit each thing into my specific need and track where everything is has been amazing.

Shelby Apr 22, 2025

5 out of 5 stars 5 This item

Tania Aug 15, 2024

I love it! I means my needs exactly

Tania Aug 15, 2024

4 out of 5 stars 4 This item

KARINE Feb 1, 2025

Quick and easy to install, downside not in French. Very attentive customer service.

KARINE Feb 1, 2025

PLANCONCEPT
PLANCONCEPT
PLANCONCEPT ·

United States

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience. 4.7
·
71k sales
·
4 years on Etsy
Message seller

Typically responds within 24 hours

Typically responds within 24 hours

Speedy replies Has a history of replying to messages quickly.

Rave reviews Average review rating is 4.8 or higher.

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Listed on Jul 5, 2026
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