Description
Build stronger customer relationships and stay on top of every follow-up.
The JR’S THINGS Professional Small Business Customer & Client Tracker is an easy-to-use Microsoft Excel workbook that helps small businesses organize customers, clients, leads, prospects, and follow-up activity in one convenient place.
Instead of searching through notes, emails, and scattered spreadsheets, keep important customer information organized while the automatic dashboard gives you a clear overview of your business relationships.
CUSTOMER & CLIENT TRACKING
Record and organize:
✓ Customer ID
✓ Customer or client name
✓ Company
✓ Email and phone
✓ Customer type
✓ Lead source
✓ Product or service interest
✓ Customer status
✓ Last contact date
✓ Next follow-up date
✓ Customer value
✓ Notes
AUTOMATIC FOLLOW-UP TRACKING
Enter a Next Follow-Up date and the workbook automatically identifies the relationship as:
OVERDUE — follow-up date has passed
DUE TODAY — follow-up is scheduled today
UPCOMING — future follow-up scheduled
NO FOLLOW-UP — customer exists but no follow-up date is scheduled
Color-coded alerts make it easier to see which relationships need your attention.
AUTOMATIC CUSTOMER DASHBOARD
Your Summary Dashboard automatically displays:
✓ Total Contacts
✓ Active Customers
✓ Leads
✓ Total Customer Value
✓ Follow-Ups Due
✓ Overdue Follow-Ups
✓ Prospects
✓ Inactive Customers
✓ Customers by Status
✓ Customers by Lead Source
✓ Customers by Type
✓ Customer Value by Type
✓ Follow-Up Status Summary
✓ Automatic charts
BUILT-IN DROPDOWN MENUS
Standardized dropdown menus help keep your customer records consistent for:
✓ Customer Type
✓ Lead Source
✓ Product / Service Interest
✓ Customer Status
PERFECT FOR
Ideal for:
✓ Freelancers
✓ Consultants
✓ Online sellers
✓ Service businesses
✓ Repair businesses
✓ Designers and creatives
✓ Coaches, and educators
✓ Contractors
✓ Local businesses
✓ Home-based businesses
✓ Other small businesses managing customer relationships
WHAT YOU RECEIVE
Your digital download includes:
✓ Professional Small Business Customer & Client Tracker Excel workbook
✓ Completed Example workbook
✓ Step-by-step Instructions PDF
✓ JR’S THINGS Template License, PDF
The tracker supports up to 100 customer and client records.
SOFTWARE
Designed for Microsoft Excel (.XLSX).
For best results, use a current desktop version of Microsoft Excel. Features may display or function differently in other spreadsheet applications.
IMPORTANT
This workbook is an organizational and customer-management tool. It is not a substitute for specialized CRM, accounting, legal, compliance, or other professional business systems where those systems are required.
Customer records may contain personal or business information. Users are responsible for storing and handling their data appropriately.
DIGITAL PRODUCT
This is an instant digital download. No physical product will be shipped.
Keep an untouched backup copy of the original workbook before making extensive structural modifications.
Organize contacts. Track relationships. Never miss a follow-up.
