👥
Client Tracker
CRM-lite for freelancers. Status, LTV, next follow-up.
💰 Free — sells for $5–9 on Etsy
About this template
A simple CRM. One row per client with status, lifetime value, next-follow-up date, and notes.
What's included
- ✓Status column
- ✓Lifetime value
- ✓Next follow-up
How to use it
- Click the "Make a copy" button above (or download the file).
- Google will open the template in your account. Click File → Make a copy if it doesn't prompt automatically.
- Replace the placeholder text with your own. The layout, fonts, and formulas stay put.
- Export to PDF when you're ready to send or print.
License: Free for personal and commercial use. No attribution required. Do not resell the template itself.