Welcome to your client management hub. Use this system to track client progress, stay on top of tasks and keep your process smooth.

How to use this template

Welcome! This is your simple client management system to help you keep track of your client flow and stay on top of your process—from inquiry to offboarding—without overcomplicating things.

Here’s how to get started:

  1. Add Your Clients: Head to the Client Database and add each client you’re currently working with (or planning to work with). You can open each entry to add more details to the clients page if you would like.
  2. Track Their Progress: Use the “Status” column to move clients through each stage of your workflow: Inquiry, Booking, Onboarding, In Progress, Offboarding, and Follow-Up. Not only does this help you keep track of where your clients are in the process, it also allows you to see all of your inquiry clients, current clients, and past clients in seperate views.
  3. Stay on Top of Tasks: Add your client-specific to-dos to the Task List so nothing slips through the cracks.
  4. Save Time with Templates: Copy and paste the included email templates to speed up your communication. Feel free to add your own too!

If you’re more of a visual learner, I’ve recorded a short video walking you through exactly how to use this template.

👉 Watch the Video Here

Start simple, make it your own, and tweak it as you go. This system is here to help you stay organized so you can focus on the shit you love!

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Clients

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Active Clients

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Client Pipeline

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Task List

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