Introducing Client Session Tracker Spreadsheet for Coaches, CRM, Client Management Google Sheets, Coach Spreadsheet, Coaching Tracker, Client List Small Business Spreadsheet, Business Tracker, Customer List, Client Planner
Keep track of your client’s sessions with this Stinkin’ Cute and Easy to Use Spreadsheet!
Your Google Sheet Spreadsheet for coaching business doesn’t have to be boring!
Have a systematic workflow for your client sessions and track down your coaching client journey easily. It is time to eliminate hassle in your coaching business.
Your business is precious, thus it is important to track coaching sessions date + add relevant notes during each session in the same spreadsheet. Plus, you can keep all your client’s data and keep them in a safe place for future use.
Just use this FRIENDLY and EASY Google Spreadsheet to help you record everything that you did.
What is included in this Client Session Tracker?
– A section to add coach and company name
– A section to summarize your total clients onboarded and offboarded.
– A section to add your priority
– A section to add your client’s name and email.
– A section to add and select packages from the dropdown (Fully Customize)
– A section to add when the sheet was last updated
– Checkboxes for onboarded, mid-review, offboarded
– A section to add the total number of sessions booked, remaining sessions, and the date of the last session.
These Client Session Spreadsheets are:
– Fully editable in Google Sheet account
– Can change the color and font of choice
– Cute and neat design
What you will receive: A PDF link containing a link to the Google Spreadsheet.
How it works:
– After purchase, you will receive a PDF file that contains the Google Sheet link ✔️
– You will only need a Google Sheet free account to access it. ✔️
– This spreadsheet is only for Google Sheets, not for Excel. ❌
Templates are for personal use and your own business only. You CAN’T resell/redistribute any of these templates. All templates are copyrighted from Ⓒanysplanner | femaleceoclub