Keep every VA client, task and deadline organized
A virtual assistant's hardest problem is context switching: many clients, many inboxes, many sets of preferences, and every one of them assumes they are your only client. ClientPlot keeps each client's tasks, notes, and deadlines separate but shows your whole day on one screen. This page covers how VAs use it to stay on top of everyone at once.
Need one spreadsheet to track tasks for multiple clients? Download the client task tracker.
One dashboard across every client
The Today view pulls due and overdue tasks from all your clients into one morning list, grouped by client. You see the whole day before it starts, instead of discovering it inbox by inbox.
A memory bank per client
Keep communication preferences, approval steps, recurring instructions and meeting notes with the client. Use a separate project for a launch or other piece of named work. When you switch clients, the context is beside the task instead of scattered through old messages.
Give client requests a next action
If a newsletter is waiting on a client's approval, write the request in a task and set a due date. Use the client's follow-up date for the next check-in. After the reply, update the task and note the decision so tomorrow's work starts from the latest instructions.
Recurring rhythms without recurring stress
Use weekly, biweekly or monthly recurring tasks for repeat work such as newsletter preparation or monthly reports. Give one-off jobs their own dates. Review the calendar for deadline clashes across clients; estimate effort separately when deciding whether you can take on more work.
What you get
- ✓All clients, one Today view
- ✓Per-client notes, files, and preferences
- ✓Recurring tasks for regular client deliverables
- ✓A calendar for deadlines across clients
- ✓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 keep my clients' work separate?
Yes. Every task, note, and file lives under its client. The dashboard combines your day across clients, but each client's page shows only their work.
What happens when I outgrow the Free plan?
The Solo plan adds unlimited business records. Upgrade when the free plan gets tight, and nothing about your data changes.
Can a client of mine get access?
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 ClientPlot send email reminders?
No. ClientPlot does not email you when a follow-up comes due. Set a follow-up date and it appears on the Today view when it is due. You still send the email or make the call.
Juggle every client without dropping one
Separate task lists, one daily view. Free to start.