Annual Budget Google Spreadsheet

Description

This comprehensive Google Sheets Client Tracker Spreadsheet is designed to help you efficiently manage your client relationships and projects. With 6 key tabs, including a Main Dashboard, Lead Generation, Project Tracker, Task & Follow-up, Communication Log, and Customer Feedback, it’s the perfect tool for small business owners looking to streamline their operations and stay organized.

This Google Sheets Small Business Template allows you to track your leads, monitor project progress, organize tasks, and follow up with clients effectively—all from one user-friendly CRM dashboard.

INCLUDES
✏️ 1 Google Sheets Template with 6 tabs:

• 1 tab for Main Dashboard
• 1 tab for Lead Generation
• 1 tab for Project Tracker
• 1 tab for Task & Follow-up
• 1 tab for Communication Log
• 1 tab for Customer Feedback

COMPATIBILITY
✔️ Designed specifically for Google Sheets
✔️ Accessible on Mac, PC, iPhone, iPad, Tablet, and smartphones using the free Google Sheets app
❌ Does not work on Excel

KEY FEATURES
✏️ Main Dashboard: Get a comprehensive view of your client’s journey, leads, and project status.
✏️ Lead Generation: Keep track of potential clients and monitor the sources they come from.
✏️ Project Tracker: Easily manage ongoing projects and their progress with an intuitive tracking system.
✏️ Task & Follow-up: Organize client tasks, set priorities, and track follow-up actions to ensure no task is missed.
✏️ Communication Log: Record and monitor all communications with your clients in one convenient place.
✏️ Customer Feedback: Gather feedback from your clients and track customer satisfaction for continuous improvement.

WHAT YOU WILL NEED
✔️ A free Gmail account to access Google Sheets.

WHAT YOU WILL RECEIVE
✔️ A PDF file with instructions and a link to the Google Sheets template.