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Imagine having an easy-to-use and visual tracker to keep track of your customer data, record their contact information and jot down what they love about your product and offerings so you can catch up and follow up with them easily!
This Client Tracker Spreadsheet is designed to help you be the master in client and lead management, crucial for every single business. It comes with dynamic charts and graphs to provide insights into your existing client base - so you can find more of them strategically!
WHO IS IT FOR ?
✓ Small business owners looking for a way to manage client professionally
✓ Service-Based Business (i.e. SMM, Virtual Assistant)
✓ Influencers - To Manage Brand Deals
CUSTOMER INSIGHTS DASHBOARD
Not just a tracker, it offers you valuable insights into your existing client base & answers business questions!
✓ How does the client find out about your biz?
✓ Most Common Client Types (Based on your categorization)
✓ Project Status Monitoring
✓ Payment Status Monitoring
Can't find answers here? Drop us a message in the chat box!
You'll receive a link to the template in a PDF file instantly right after the payment is made. The PDF file is available for download at the payment page.
Another copy would be sent to your email.
This template designed with formulas and features that are specific to Google Sheets. Hence, it's not compatible with Microsoft Excel / Excel Online. Please DO NOT purchase if you intend to use this in MS EXCEL.
NO REFUND would be given once the sale is confirmed as this is a digital product. Kindly reach out before purchase if you have any questions.
Yes, this Google SheetsTemplate is fully editable and customizable. You’ll have a copy of the template and you can edit the template however you wish.
However, Danalyser is not responsible for the malfunction as a result of your editing action. Kindly ensure that you are not editing the formula embedded in the document.
Text: Font Type, Size, Colour
Table, Charts & Graphs: Data, Colour
Icons, Graphics: Add your brand logo. Insert any images or graphics as you see fit.
Make it yours! ✨
Google Sheets is an online spreadsheet app that lets you create and format spreadsheets and collaborate with your coworkers and clients real-time.
Do assure that we DO NOT have any access to the Google Sheets Templates you hold, as you would be the owner of the file.
Hence, the security of the data inside the file is safeguarded by Google.
We don't provide customisation service to the template at the moment.
Danalyser provides build-from-scratch and custom Google Sheets Template service for small businesses with a minimum budget of USD 300.
We'd love to speak to you on how we can help. Contact us now at email@example.com or DM us at Instagram: @danalyser8.
If you face any issue before or after purchasing the template, you may email me at firstname.lastname@example.org or message me at my instagram @danalyser8.