Client Sales Database

Client Sales Database

by | Apr 15, 2026

A spreadsheet which allows you to capture client details, a value of their purchases and the last date that you had contact. The spreadsheet not only provides you with sales statistics, but also shows you when you should contact each client for more business.
Client Follow-Up Schedule

Client Follow-Up Schedule

by | Apr 15, 2026

A spreadsheet where you can input the last time you contacted each client, along with their details and the time frame until their next contact date. The spreadsheet then gives you a report of follow-ups done, and the ones that need to be contacted.
Client Action Manager

Client Action Manager

by | Apr 15, 2026

This spreadsheet helps you to monitor all of those tasks that are undertaken by staff or clients, that can hold up projects. All those ad-hoc tasks that get emailed back and forth and eventually forgotten, can all be assigned, tracked, and reported on.