![]() Or at the very least, be able to see a record of their payments if you’re still in the stone age using cash and not cards. Lastly, don’t forget that what doesn’t get measured, doesn’t get managed (that’s a Peter Drucker quote). So given all of these business needs, in this article we will be discussing how to track your clients using Excel (or Google Sheets!) So in order to keep an eye on the health of your business, you need records of all of your sales and new customers in order to have a birds eye view of how your biz is doing. I know you’ve been doing everything manually up until now, so let’s not continue to operate in this disorganized, haphazard way. Let’s get you started using Excel or Google Sheets to get your business organized and create a system for you to use from now on. Not only that, but then that third glass of wine you have tonight will be justified! □īonus: Stick around until later in this article to get your very own PocketSuite Client List Excel document for free! STEP 1: SET UP YOUR NEW EXCEL SHEET Trust me, you’ll breathe a sigh of relief once everything is in one place. In order to properly set up your sheet, you need column names for each of the categories of data that you’ll be tracking about your clients. It’s important to have a place for each vital piece of information that helps you track your clients individually as well as your business as a whole.
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