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Simple Client Tracker Template

A short client list for people who do not want seventeen columns. Track who the client is, how to reach them, whether they are active, and when to follow up.

Download ExcelDownload CSV

Free download. No signup required.

No signup required. Excel includes the extra formatting. CSV is portable data only.

Outgrown the simple list?

Import the same names into ClientPlot when you need projects, tasks and a dashboard.

Free to preview. No credit card. Create an account only when you want to save your dashboard.

Import your simple client trackerSee ClientPlot
  1. Spreadsheet rowsClient records
  2. Project columnProjects under that client
  3. Deadline columnDue dates on the work
  4. Next action / next taskTrackable tasks
  5. Client notesNotes on the client page

Official ClientPlot templates skip the mapping quiz. ClientPlot counts what it found, then you import. Unusual spreadsheets still get a mapping review.

Simple spreadsheet

  • One row holds the whole relationship
  • Follow-ups are a date column
  • No project list

ClientPlot

  • A page per client
  • Projects and tasks attached
  • Follow-ups on Today

Template preview

Sample rows so you can see what you will download. Scroll sideways on a phone if the table is wider than the screen.

Simple Client Tracker Template sample data
Client NameEmailPhoneStatusNext Follow-UpNotes
2Acme Coops@acme.example(555) 201-0101Active2026-08-22Monthly retainer. Prefers email, not Slack.
3Smith LLChello@smithllc.example(555) 201-0102Active2026-08-29Quote sent 8/12. Waiting on signed proposal.
4Jones Copriya@jonesco.example(555) 201-0103On Hold2026-09-02Paused while they finish hiring a marketing lead.
5Harbor Clinicadmin@harborclinic.example(555) 201-0104Active2026-08-25Must match language they already use.
6Bright Labsteam@brightlabs.example(555) 201-0105Lead2026-09-01New client. Kickoff not scheduled yet.
7Mesa Goodssam@mesagoods.example(555) 201-0106InactivePaused in July. Warm relationship. Check in after busy season.

What this spreadsheet looks like in ClientPlot

Upload your spreadsheet and ClientPlot turns the rows into clients, projects, tasks, deadlines and follow-ups on a live dashboard. Preview it before signup. Create a free account only if you want to save it. No credit card.

Dashboard preview

This replaces a formula Dashboard tab. Counts stay current after you import. Invoice totals and hours stay in the spreadsheet if you track them there.

MetricCurrent
Active Clients
6
Open Projects
0
Open Tasks
0
Follow-Ups Due
5
Waiting on Client
0
Upcoming Dates
5
Project StatusCount
Planning
0
In Progress
0
Waiting on Client
0
On Hold
0
Completed
0

Operational notes

After import, these counts stay current as you work. Invoice totals and hours stay in the spreadsheet if you track them there.

ClientOpen work

Clients with open work show here after import.

Upcoming schedule

  • 2026-08-22 · Follow up · Acme Co
  • 2026-08-25 · Follow up · Harbor Clinic
  • 2026-08-29 · Follow up · Smith LLC
  • 2026-09-01 · Follow up · Bright Labs
  • 2026-09-02 · Follow up · Jones Co
Upload my spreadsheet freePreview this template as a dashboard

What is in the template

Client Name, Email, Phone, Status, Next Follow-Up and Notes. Status uses Lead, Active, On Hold, Completed and Inactive. Overdue follow-up dates highlight in Excel.

Client Name

The person or account you work with.

Email

Primary contact email.

Phone

Best number for a quick call.

Status

Lead, Active, On Hold, Completed, or Inactive.

Next Follow-Up

The next date you should reach out.

Notes

What you promised, and what they cared about.

Who it is for

Beginners, side projects, and anyone whose current tracker is a notes app or a sticky.

How to use it

  1. 1. One row per client

    If you cannot name the person or company, it does not belong on the list yet.

  2. 2. Set a next date before you close the file

    An empty Next Follow-Up cell is how quiet clients disappear.

  3. 3. Filter to Active when the list grows

    Leave Completed and Inactive rows in place so you keep history.

  4. 4. Import the same six columns later

    Upload the file at clientplot.com/import. Client Name, Status and Next Follow-Up map on their own.

When a spreadsheet starts becoming difficult

  • A tracker so wide you never fill it in
  • Follow-ups living in your head
  • No status, so everyone looks equally urgent

Keep it short on purpose

Six fields is enough until named projects need their own tab.

Move up when the list gets noisy

The same names import into ClientPlot without a redesign.

Frequently asked questions

Is this really free?

Yes. Download Excel or CSV with no account and no email wall.

When should I switch to the full client tracker?

When a client has more than one active project, or when you need due dates separate from follow-ups.

Can I import this into ClientPlot?

Yes. Upload the file. ClientPlot counts the clients and follow-up dates, then you import.

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