See every client, engagement, renewal and next conversation in one calm workspace.
LIVE WORKBOOK PREVIEWSee every client, engagement, renewal and next conversation in one calm workspace. Start with realistic example data, replace it with your own, and use the connected SheetSteps guide whenever you want to change the workflow.
Use the example workflow as-is, then rename fields and views around the way you already work.
Use the example workflow as-is, then rename fields and views around the way you already work.
Use the example workflow as-is, then rename fields and views around the way you already work.
LIVE WORKBOOK PREVIEWHow to set up and customize a client tracker in Google Sheets. Learn which fields are safe to change, how the calculations update, and what to check if a result looks wrong.
Open the setup guide →See every client, engagement, renewal and next conversation in one calm workspace. Unlike a blank spreadsheet or a decorative download, this template includes realistic example data, clearly marked inputs, live calculations, and a dashboard designed around the decisions people actually make.
Make a private copy in your own Google Drive, collaborate with the people you choose, and customize the workflow without installing an add-on. The master remains view-only, while your copied spreadsheet belongs to you.
Rename categories, owners, statuses, and assumptions from the Settings tab. Add new rows inside the working table, adjust dropdown choices, and follow the connected SheetSteps formula guides when you want to extend the dashboard.
This freelancers & agencies template is designed for agencies, consultants, studios. It is especially useful when you need a practical system now but still want to understand and control how the spreadsheet works.
Follow the connected tutorial and adjust the working sheet without rebuilding the template.
Show me how →Follow the connected tutorial and adjust the working sheet without rebuilding the template.
Show me how →Follow the connected tutorial and adjust the working sheet without rebuilding the template.
Show me how →Yes. Every Phase 1 SheetSteps template is free to copy and customize.
No. Your copy is saved to your Google Drive. SheetSteps does not receive access to it.
Yes. The examples are there to show the workflow. Replace or remove them after reading Start Here.
Yes. The Settings tab contains editable options, and the connected tutorial shows the safe way to change them.
Yes. Once copied, the file is yours to share using normal Google Sheets permissions.
Use the protected master as a reference or follow the restoration steps in the tutorial.
LIVE WORKBOOK PREVIEWTrack invoices, income goals, tax set-asides and month-to-month momentum.
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LIVE WORKBOOK PREVIEWPlan income, set category limits and see what remains before the month ends.
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LIVE WORKBOOK PREVIEWSee twelve months of income, spending and savings without maintaining twelve separate files.
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LIVE WORKBOOK PREVIEWCapture expenses quickly, classify them consistently and understand where spending is moving.
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