A simpler client tracker for consultants
Most consulting practices begin in Excel or Google Sheets: a tab for clients, a column for the next step, a date you hope you will notice. ClientPlot is the next step once that sheet gets hard to manage. Import the tracker you already have, then run the week from a workspace instead of a filter.
Already tracking this in Excel? Import your spreadsheet.
Need a focused list for proposal chases and check-ins? Download the client follow-up tracker.
Today
- 1Follow up with Acme about proposal
- 2Send Johnson deliverable
- 3Review Smith notes
- 4Prepare Williams meeting
- 5Update project deadline
Every engagement on one timeline
Each client page holds the whole relationship: current projects, deliverables with due dates, meeting notes, and files. Before a call, thirty seconds on their page beats ten minutes of searching your inbox.
Deliverables that cannot sneak up on you
The Today view surfaces overdue and due-today work the moment you log in, and the calendar shows every deadline by week, month, or quarter. An estimated workload figure tells you how heavy today actually is.
Stay warm between engagements
The next project usually comes from a past client. Set a follow-up date when an engagement ends and it shows up on your dashboard, so staying in touch happens on schedule instead of when you happen to remember.
A morning view that runs the day for you
The Today view lists follow-ups due, overdue deliverables, and what is on today. For a solo consultant it often replaces the morning triage ritual entirely.
Compare consulting clients by profit, not just fees
A high-fee engagement can still be the weaker one if the hours stack up. Use the same cost method across clients, then look at effective hourly rate and margin before you repeat the work.
What you get
- ✓A per-client timeline of engagements and notes
- ✓Deadline tracking with a Today view and calendar
- ✓Follow-up dates that protect relationships
- ✓A Today view of what needs you
- ✓Free plan for one user, up to 100 clients, one spreadsheet import of up to 100 rows
Start with the spreadsheet you already have
Turn existing rows into connected client work
Upload an Excel or CSV file, review the suggested mapping, and turn its rows into connected clients, projects, tasks, follow-ups, and due dates where those columns exist. Nothing is saved until you confirm the preview.
- 1
Upload
Bring the tracker your business already uses.
- 2
Review
Confirm the columns and edit rows before import.
- 3
Work
Open connected client records instead of filtering tabs.
Frequently asked questions
Can I track multiple engagements per client?
Yes. Group work into projects under each client, each with its own status, due date, and tasks, so a retainer and a fixed-scope project can run side by side.
Does ClientPlot handle proposals or invoicing?
No, and that is intentional. It tracks the work and the relationship, and pairs well with whatever you already use for proposals and invoices. Attach those documents to the client so they are easy to find.
How do I compare consulting clients by profitability?
Enter each engagement with the same internal hourly cost and extra expenses, then compare estimated profit and effective hourly rate. The free client profitability calculator does that comparison without a signup.
Is my client data private?
Yes. Your data is never sold, never used for advertising, and never used to train AI. You can export everything as JSON or CSV anytime, and delete your account and data whenever you choose.
Keep the practice in one place
Import your client tracker and run the week from a dashboard. Free to start.