The Client & Customer Tracker
The Client & Customer Tracker
THE CLIENT & CUSTOMER TRACKER
A simple, undated CRM for the business you're building — track every lead, client, and follow-up in one beautifully designed digital planner.
If you're juggling enquiries in your inbox, client details in your notes app, and follow-ups in your head, this tracker brings it all into one place. No dates to worry about, no complicated software to learn — just open it up and start filling it in today.
WHAT'S INSIDE (12 PAGES)
- Cover Page — with a spot for "this tracker belongs to"
- How To Use This — a simple map of what's ahead
- Lead Tracker — log every new enquiry, contact info, and next step
- Client Info Sheets (x3) — one page per client for name, business, contact details, start date, and goals
- Active Clients Overview — see every project, status, due date, and amount at a glance
- Follow-Up Tracker — never let a lead go cold again
- Project & Task Tracker — keep deliverables and deadlines on track
- Client Notes (x2 pages) — space for the small details worth remembering
- Testimonial & Feedback Log — collect and store client feedback for future marketing
DESIGNED TO BE USED, NOT JUST LOOKED AT
Every page is undated, so you can start using it the day you download it and keep going for as long as you need. Use it digitally on your iPad or tablet in an app like GoodNotes or Notability, fill it in on your laptop, or print it at home and keep it on your desk.
FORMAT
- Instant digital download — no physical product will be shipped
- PDF file, sized for both US Letter and A4 printing
- Hyperlinked pages for easy digital navigation
- Undated, so it never goes out of date
WHO IT'S FOR
Freelancers, coaches, consultants, and small business owners who want a light, low-effort way to keep client relationships organised — without the cost or learning curve of a full CRM system.
A NOTE FROM ARITIVO
A quick follow-up often makes the difference between a lead that goes cold and one that becomes a client. This tracker is built to make sure nothing slips through the cracks.
Due to the digital nature of this product, all sales are final and no refunds can be issued once the file has been downloaded.