Spreadsheet templates

Usable in Excel and Google Sheets even if you never create a ClientPlot account. Each template maps cleanly into a dashboard when you are ready.

• Free Client Tracker Template

  A practical client tracker for freelancers, consultants, agencies, and small businesses who already keep their book of work in Excel or Google Sheets. One row per client, with room for the next follow-up, the next action, and who is waiting on what.

• Free Client Follow-Up Tracker

  Most lost work is not lost in delivery. It is lost in the gap after a proposal, a meeting, or a quiet week. This follow-up tracker is a short spreadsheet for people who need to see who to contact next, what to say, and when.

• Free Customer Tracker Template

  If you say customers, jobs, and callbacks, this is the sheet. It is built for service businesses that keep a customer list in Excel: who they are, what job is open, when you last spoke, and who needs a call back.

• Free Job Tracker Template

  A job tracker is for work that has a customer, a status, and a finish date. This template keeps one row per job so you can see what is open, what is waiting, and who is on it, without turning Excel into a homemade project manager.

• Free Project Tracker Template

  A project tracker is for work with a name, a client, a stage, and a date you cannot miss. This template is a single sheet for agencies, designers, and consultants who still run the pipeline in Excel because bigger project tools asked for a week of setup.

• Free Task Tracker Template

  A task tracker is a dated to-do list with a client on every row. This template is for people whose work is a pile of small commitments, not one giant project plan, and who still keep that pile in a spreadsheet.

• Consultant Client Tracker Template

  Consulting practices often start in a spreadsheet because each engagement is a little different. This template is that spreadsheet, cleaned up: client, engagement, next step, deadline, and the follow-up that keeps the relationship warm between projects.

• Free Work Order Tracker Template

  Work orders are jobs with a number, a customer, a technician, and a scheduled time. This template is a simple work order log for shops and field teams that still dispatch from a spreadsheet.