Client Tracker Template Google Sheets Excel Spreadsheet – Savvy and Thriving
Descrição
This is an Excel Spreadsheet that helps you to track your clients as you talk with them, set follow-ups, and create tasks and notes. This is a CRM tool that can help you know when to talk with your next client, which clients are in the high-priority status, and more! ★ What's included? ★ PLEASE NOTE THIS IS A DOWNL
This is an Excel Spreadsheet that helps you to track your clients as you talk with them, set follow-ups, and create tasks and notes. This is a CRM tool that can help you know when to talk with your next client, which clients are in the high-priority status, and more! ★ What's included? ★ PLEASE NOTE THIS IS A DOWNLOADABLE PRINT AND NO PHYSICAL ITEMS ARE INCLUDED. You will receive 2 Excel Spreadsheets with this listing: - Excel Spreadsheet Worksheet .xls file - Google Sheets Excel Spreadsheet Planner Template (Please note: This printable is for personal use only and cannot be resold or given away as a freebie) Why should I order printables? ~ Instant Download ~ No Waiting ~ No Shipping Fees ~ You can print as many as you want! _______________________________________________________________ Your colors that you print out may be a bit different than your computer. It all has to do with color calibration of your monitor. So my pink may be darker than your pink at home, make sense? Make sure you use real good paper quality, so it prints nice too! Remember - this is an instant download. Nothing will be mailed to you. Please note that you’ll be receiving just downloads to print these out at home. Make sure your printer has fresh ink so they look pretty! Or you can always take them and get them printed at a professional photocopy place. _______________________________________________________________ Refunds and Exchanges Hey there - so I understand sometimes we buy things and they don’t look the way we planned. I don’t like to do refunds, cause hey - how do I know you didn’t already use it? But listen - I’m an easygoing chick, so if you have a serious concern about your order, holler at me in the messages and we can work something out. Our items are copyrighted by savvy and Thriving. Please understand these items are for personal use only. You can print and use, but please don’t resell, reproduce, or anything else uncool. _______________________________________________________________ Enough about the serious stuff…. Let me know how your debt free journey is going! I’d love to hear about your success! Good luck to you! One little step at a time!
This is an Excel Spreadsheet that helps you to track your clients as you talk with them, set follow-ups, and create tasks and notes. This is a CRM tool that can help you know when to talk with your next client, which clients are in the high-priority status, and more! ★ What's included? ★ PLEASE NOTE THIS IS A DOWNLOADABLE PRINT AND NO PHYSICAL ITEMS ARE INCLUDED. You will receive 2 Excel Spreadsheets with this listing: - Excel Spreadsheet Worksheet .xls file - Google Sheets Excel Spreadsheet Planner Template (Please note: This printable is for personal use only and cannot be resold or given away as a freebie) Why should I order printables? ~ Instant Download ~ No Waiting ~ No Shipping Fees ~ You can print as many as you want! _______________________________________________________________ Your colors that you print out may be a bit different than your computer. It all has to do with color calibration of your monitor. So my pink may be darker than your pink at home, make sense? Make sure you use real good paper quality, so it prints nice too! Remember - this is an instant download. Nothing will be mailed to you. Please note that you’ll be receiving just downloads to print these out at home. Make sure your printer has fresh ink so they look pretty! Or you can always take them and get them printed at a professional photocopy place. _______________________________________________________________ Refunds and Exchanges Hey there - so I understand sometimes we buy things and they don’t look the way we planned. I don’t like to do refunds, cause hey - how do I know you didn’t already use it? But listen - I’m an easygoing chick, so if you have a serious concern about your order, holler at me in the messages and we can work something out. Our items are copyrighted by savvy and Thriving. Please understand these items are for personal use only. You can print and use, but please don’t resell, reproduce, or anything else uncool. _______________________________________________________________ Enough about the serious stuff…. Let me know how your debt free journey is going! I’d love to hear about your success! Good luck to you! One little step at a time!
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