Description
We’ve all been there where we struggle to keep track of where our clients are up to or how adherent they are. Our Client Tracker Google Sheet helps you log key information about your client to help with onboarding but also off boarding. Whilst your client is with you, you can track adherence which will give you a score to see which clients need extra attention.
Single Asset
1 Design(S) included
Google Sheets Format
Jordan Tyrrell (verified owner) –
This client tracker has been so helpful for me and my business. I’m able to monitor client compliance for key areas weekly and helps me actively stay on top of who is on track and who needs extra support and attention. Love this tracker.