Spreadsheet Template

Client Tracker

Keep all your client information organized in one place. This spreadsheet template gives you a structured client database with status tracking, follow-up dates and notes — ready to open and use immediately.

$14.99 One-time payment

Digital product. No physical item will be shipped.

Online payments temporarily paused pending gateway approval.
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client-tracker.xlsx — Client Database
ABCDEFGHI
1 IDClient NameCompanyEmailPhoneStatusStart DateFollow-up DateNotes
2 1Example Client 1Example Company Aexample1@email.com+1 000 000 0001 Active 2026-01-152026-02-15Example note
3 2Example Client 2Example Company Bexample2@email.com+1 000 000 0002 Prospect 2026-01-202026-02-01Example note
4 3Example Client 3Example Company Cexample3@email.com+1 000 000 0003 Completed 2025-12-012026-01-10Example note
5 4Example Client 4Example Company Dexample4@email.com+1 000 000 0004 Inactive 2025-11-012026-01-20Example note
6 5Example Client 5Example Company Eexample5@email.com+1 000 000 0005 Active 2026-02-012026-03-01Example note

What's included

  • Client database sheet
  • Client Name, Company, Email, Phone, Status, Start Date, Follow-up Date, Notes columns
  • Status dropdown: Active, Inactive, Prospect, Completed
  • Auto-filter on all columns
  • Frozen header row
  • Summary sheet (client count by status — updates automatically)
  • Instructions sheet (how to use the template)
  • 5 example rows clearly marked as demo data

File format

  • Format: Excel-compatible .xlsx file
  • Works in Microsoft Excel 2016 and later
  • Works in Google Sheets (upload to Google Drive and open)
  • Works in LibreOffice Calc

Who this is for

  • Freelancers tracking client relationships
  • Small business owners managing contact lists
  • Consultants organising project clients
  • Anyone who wants a simple, structured client list

How to use it

  1. Download the .xlsx file after purchase
  2. Open in Microsoft Excel, or upload to Google Drive and open with Google Sheets
  3. Delete the 5 example rows
  4. Add your real client information row by row
  5. Update the Status and Follow-up Date columns as your relationships progress
  6. Check the Summary sheet for a count of clients by status
Client Tracker
$14.99
One-time payment

Payments paused for gateway approval.

What you receive:
XLSX client-tracker.xlsx

Digital product. No physical item will be shipped.

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