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Price:NZ$10.19

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Client Tracker Spreadsheet, Small Business Customer Database Excel Template, Editable CRM Google Sheets Contact List, Digital Download

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Highlights

  • Designed by DigitalDepotDesign1
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 3 Files

Client Tracker Spreadsheet — keep every client, lead, and follow-up in one place, with the numbers filled in for you.

Stop losing track of who you talked to and when. This auto-calculating client tracker spreadsheet logs your customers, tags where each one came from, and tells you exactly who is overdue for a follow-up. Comes in 3 colorways so you can pick the one that fits your brand.

WHAT YOU GET
• 3 editable .xlsx spreadsheets — Sienna, Periwinkle and Juniper
• 32-row client directory: name, company, email, phone, source, status, first contact, last contact, projects and total revenue
• 6 live totals at the top: Total Clients, Active Clients, New Leads, Needs Follow-Up, Total Revenue and Average Revenue Per Client
• A Clients By Source panel that counts referrals, Instagram, website, social media, word of mouth and other
• Built-in dropdown menus for Source and Status so your data stays consistent
• Colour-coded ACTION column that flags each client as OK, FOLLOW UP, ADD DATE or CLOSED
• Clean one-page landscape print layout
• Instant digital download — no waiting

HOW IT WORKS
1. Download and open the colorway you like in Microsoft Excel, or upload it to Google Sheets (File > Import) to work in your browser.
2. Replace the [bracketed placeholders] with your own business name and client details.
3. Pick Source and Status from the dropdowns and enter the date of your last contact.
4. Everything else calculates itself — days since contact, follow-up flags, revenue totals and source counts all update the moment you type.

Works in Microsoft Excel, Google Sheets, Apple Numbers, WPS Office and LibreOffice Calc. Great for freelancers, consultants, coaches, photographers, cleaners, contractors, salons, and anyone running a service business who wants a simple customer record without paying for CRM software every month.

PLEASE NOTE
• This is an instant digital download. No physical item will be shipped to you.
• Colours may look slightly different on screen versus in print.
• Files are for your own personal or business use. Please do not resell, share or redistribute the files or claim them as your own.
• Because this is a digital product, all sales are final — but if anything is not working, message me and I will happily sort it out.

Thanks so much for supporting a small shop. I hope this makes running your business a little easier!

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William
DigitalDepotDesign1 ·

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. 5.0
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13 sales
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1.5 years on Etsy
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Listed on 06 Aug, 2026
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