A client tracker for marketing consultants running campaigns and retainers
Keep campaign projects, monthly deliverables, client approvals and reporting deadlines under the right client. ClientPlot gives marketing consultants a daily view of the work around each campaign, with notes, files and follow-up dates for the conversations that keep it moving.
Retainers with a visible rhythm
Create monthly recurring tasks for reports or regular deliverables. Give a campaign launch its own project and deadline. Review due work across retainer clients from the dashboard, then use client notes to prepare the next progress conversation.
Campaign work grouped by client
Projects group each campaign's tasks under the client, so the Q4 launch and the always-on retainer work stay organized side by side, with one page showing the whole relationship.
Track approvals and missing assets before launch
Add tasks for copy approval, creative assets and landing-page sign-off. Record who you are waiting on and set a date to check again. Store received files with the client and capture approval decisions in notes. ClientPlot tracks the request; approvals still happen through your existing communication process.
Check-ins that protect the retainer
Retainers end quietly when clients stop feeling the value. Set a follow-up date and it appears on the Today view when it is due. You still send the check-in; the date just has a home.
Your client list is not training data
Consultants hold competitive information about their clients. ClientPlot never sells your data, never uses it for ads, and never trains AI on it. Export everything anytime.
What you get
- ✓Recurring deliverables with due dates per client
- ✓Campaign projects grouped under each client
- ✓Check-in dates between deliverables
- ✓Dashboard, calendar, and spreadsheet import
- ✓No AI, no data selling, full export anytime
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 manage multiple campaigns per client?
Yes. Each campaign is a project with its own tasks and dates, all under the client, so the relationship history stays in one place.
Can clients follow along?
No. ClientPlot is a workspace for you, and for teammates on a Team plan. It is not a client-facing portal or status-page product.
Does it replace my reporting tools?
No. It manages the work around the reporting: what is due, who needs a check-in, where the campaign stands. Attach the reports to the client when they ship.
Run every retainer like your best retainer
Deliverables, campaigns, and check-ins on one screen. Free to start.