Client tracking guides

How to solve the spreadsheet problems that show up right before you need a client tracker. Each guide includes a free template.

• How to track clients in Excel

  A practical guide to tracking clients in Excel: fields to include, statuses, follow-ups, filters, overdue highlighting, and when to move beyond the spreadsheet.

• How to keep track of clients as a freelancer

  How freelancers keep track of clients without a CRM: a short list, next follow-up dates, current projects, and what to do when the spreadsheet slips.

• How to keep track of client follow-ups

  How to track client follow-ups so proposals and check-ins do not slip. Last contact, next date, next action, and a free follow-up tracker template.

• How to organize client projects

  How to organize multiple client projects without a project management suite. One row per project, client names that match, and when to leave the spreadsheet.

• Client tracker vs CRM: which do you actually need?

  Compare a spreadsheet, client tracker and CRM for client projects, follow-ups and sales pipelines. Choose the right next step after Excel.

• What should a client tracker include?

  What a client tracker should include: the fields that matter, the ones you can skip, and a free template that already has them.

• How to manage multiple clients without losing track of work

  How to manage multiple clients without losing work: one list, separate clients from projects and tasks, keep one next action, and know when a spreadsheet is enough.