I have personally used The Client Tracking Spreadsheet for over ten
years, and credit it with clarifying what marketing ideas to use.
Keeping statistics on your work with clients help identify the best
marketing strategies to attract more clients. Take the time to track
your information, and watch it pay off in the form of new and increased
Jodi Granok, MSW - Professional Organizer
Note: This spreadsheet is used with the understanding that the purchaser has basic knowledge of Excel.
Organizing Magic, LLC does not provide tutorials on how to use Excel. While Organizing Magic has made every
effort to ensure that the spreadsheet calculates correctly, it does not assume responsibility for any
mathematical errors. Because the product is an instant download, the purchase price is non-refundable.
Track Clients to Grow Your Business
(Client Tracking Spreadsheet and PDF Manual)
©2019 Organizing Magic, LLC. All Rights Reserved.
This product includes both an Excel-based spreadsheet as well as a PDF document
on how to use the spreadsheet effectively.
Note: Only the purchaser should use this product.
Do not forward to others, as this
violates copyright law.
Click here to learn about our two other products for Professional Organizers,
or here to get all three and save $5!
Client Tracking Spreadsheet for Professional Organizers
The Client Tracking Spreadsheet is ideal for:
New Organizers who want to avoid making costly "newbie" marketing mistakes
Veteran Organizers who want to identify or streamline new or existing marketing opportunities
"I love the client tracking spreadsheet! It includes tracking the months where clients begin services which can help anticipate
being slow to craft a marketing plan to make those months busier. I appreciate the inclusion of tracking for business clients as
well as residential clients. The customization information in the addendum is well thought out and very valuable. I also think
is a great tool to track hours towards a CPO status, but it’s much more than just a CPO tracking tool - it’s a Strategic
"By using data to track your business statistics, you can make more strategic decisions about how to market your professional
organizing business! With the spreadsheet and guide that Jodi has created, professional organizers have a simple yet effective
tool and clear directions on how to put it to good use!"
Does this describe the current state of your business?
You struggle to get leads, or get the right leads for jobs that match your niche interests
You have a limited marketing budget and want to make the best choices about how and where to
advertise your company
Your business is stuck in "feast or famine" mode and you want to have an even spread of income
throughout the year
You are unable to provide quick statistics when describing your business to potential clients