Client Tracker Spreadsheet for Google Sheets - Video Tutorial

Published: 27 June 2024
on channel: Palm & Grace Designs
2,210
34

Welcome to Palm & Grace Designs! This is a comprehensive video tutorial of our Client Tracker Spreadsheet for Google Sheets. Inside this spreadsheet is an invoice tracker, to do list tracker, and more to streamline your client tracking system. I hope you enjoy!

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*This spreadsheet will ONLY work in Google Sheets.

Please reach out to us if you have any questions! Contact support on our website: https://palmandgracedesigns.com/

Timestamps:

0:00 - Intro
0:21 - Start tab
1:56 - Client Database tab
7:08 - To Do Lists tab
9:34 - Invoices tab
12:44 - Lead Tracking tab
14:07 - Smart Calendars tab
15:49 - Single Calendar tab
17:12 - Checklists tab
17:40 - Communication Log tab
18:30 - Testimonials tab
19:01 - Services + Calculator tab
19:53 - Invoice Templates tab
23:19 - Dashboard & Conclusion

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