A clean tracker to help you manage clients, payments, project status, deadlines, notes, and follow-ups in one organized place.
This service is perfect for designers, beauty professionals, consultants, coaches, clinics, freelancers, and small service businesses. It helps you see who booked, who paid, what’s due, what stage each project is in, and who needs a follow-up.
Real-life example: if you’re tracking clients in texts, DMs, screenshots, and memory, this gives you a clean spreadsheet system that helps you stop playing hide-and-seek with your money.
What’s Included:
Custom spreadsheet layout
Client/contact sections
Service or project tracking
Payment tracking
Project deadline columns
Status dropdowns
Notes and follow-up sections
Optional dashboard summary
Editable Excel or Google Sheets file
Turnaround Time:
3–5 business days.
What You’ll Need to Submit:
Type of clients you manage
Services or project types
Current tracking method, if any
Payment/status categories
Brand colors, if available
Preferred format: Excel or Google Sheets
Important Notes:
This service includes tracker setup and design only. CRM automation, invoicing setup, payment collection, and client management services are not included.
A clean tracker to help you manage clients, payments, project status, deadlines, notes, and follow-ups in one organized place.
This service is perfect for designers, beauty professionals, consultants, coaches, clinics, freelancers, and small service businesses. It helps you see who booked, who paid, what’s due, what stage each project is in, and who needs a follow-up.
Real-life example: if you’re tracking clients in texts, DMs, screenshots, and memory, this gives you a clean spreadsheet system that helps you stop playing hide-and-seek with your money.
What’s Included:
Custom spreadsheet layout
Client/contact sections
Service or project tracking
Payment tracking
Project deadline columns
Status dropdowns
Notes and follow-up sections
Optional dashboard summary
Editable Excel or Google Sheets file
Turnaround Time:
3–5 business days.
What You’ll Need to Submit:
Type of clients you manage
Services or project types
Current tracking method, if any
Payment/status categories
Brand colors, if available
Preferred format: Excel or Google Sheets
Important Notes:
This service includes tracker setup and design only. CRM automation, invoicing setup, payment collection, and client management services are not included.
