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 business!
Jodi Granok, MSW - Professional Organizer
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 with instructions on how to use the
spreadsheet effectively.
Disclaimer: 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.
Note: Only the purchaser should use this product. Do not forward to others, as this violates copyright law. Price: $15
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.
Note: Only the purchaser should use this product. Do not forward to others, as this violates copyright law. Price: $15
Client Tracking Spreadsheet
for Professional Organizers
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
Veteran Organizers who want to identify or streamline new or existing marketing opportunities
"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!"
Mandy L. Manley, Owner - Skeleton Key Organizing, LLC
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
Your marketing budget is limited and want to make the best choices about how and where to promote 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
You are unable to provide quick statistics when describing your business to potential clients
"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 this 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 Marketing Tool!"
tool to track hours towards a CPO status, but it's much more than just a CPO tracking tool - it's a Strategic Marketing Tool!"
Shannon Tamme, Owner - Life Synchronized
