Quirefolio

← Shop · Home · Tees

Client Tracker Spreadsheet + Fillable Client Intake Form, ZAR + Any Currency
Client Tracker Spreadsheet + Fillable Client Intake Form, ZAR + Any Currency, preview 1 Client Tracker Spreadsheet + Fillable Client Intake Form, ZAR + Any Currency, preview 2 Client Tracker Spreadsheet + Fillable Client Intake Form, ZAR + Any Currency, preview 3

Client Tracker Spreadsheet + Fillable Client Intake Form, ZAR + Any Currency

R99

You get: quirefolio-client-tracker.zip (52 KB), containing client-tracker-ZAR.xlsx, client-tracker-any-currency.xlsx, client-intake-form-A4.pdf, client-intake-form-Letter.pdf, clients-template.csv, READ-ME.txt.

Your clients, projects and money owed in one place. List clients once, log every job against them, and the dashboard shows what's quoted, invoiced, paid and outstanding for each one. WHAT'S INSIDE • Client tracker spreadsheet (.xlsx) in two versions: rand (R) and any currency • Clients tab: 200 rows with status (lead, active, paused, past), source and next follow-up. Follow-ups that are due get highlighted • Projects tab: 300 rows with a client dropdown, deadline, status, quoted, invoiced, paid and outstanding. Late rows turn pink • Dashboard: clients by status and money per client • Fillable new-client intake form (PDF, A4 and US Letter) for discovery calls • A CSV starter table Digital download, no physical item ships.