- Stage
- First contact
- Meaning
- Sent a first introduction
- Next action
- Wait for a reply
- Due in (days)
- 7
TemplatesWork & projects · Client tracker
Client follow-up tracker
When a small team logs conversations with clients and customers and the next contact date so no follow-up slips through
What's inside · Table 3 · Checklist 3
Preview · a new document starts like this
Client follow-up tracker
- Assignee
- Not set
- This week's contact goal
- Not set
- Review date
- Not set
Adjust the stages table to the way you work, then delete the example line in the list and add your own.
Stages
Define what each stage means and the next action so everyone works from the same standard.
| Stage | Meaning | Next action | Due in (days)Number |
|---|---|---|---|
| First contact | Sent a first introduction | Wait for a reply | 7 |
| In talks | Asking what they need | Prepare a proposal | 14 |
| Proposal sent | Sent a quote or proposal | Check for a reply by the due date | 7 |
| Contract | Agreed to work together | Schedule the first meeting | 3 |
| On hold | Not right now | Reach out again in 3 months | 90 |
- Stage
- In talks
- Meaning
- Asking what they need
- Next action
- Prepare a proposal
- Due in (days)
- 14
- Stage
- Proposal sent
- Meaning
- Sent a quote or proposal
- Next action
- Check for a reply by the due date
- Due in (days)
- 7
- Stage
- Contract
- Meaning
- Agreed to work together
- Next action
- Schedule the first meeting
- Due in (days)
- 3
- Stage
- On hold
- Meaning
- Not right now
- Next action
- Reach out again in 3 months
- Due in (days)
- 90
Clients and customers
Write only the name (or nickname) of the company or person. Don't include phone numbers or emails. Delete the example line before you use it.
Clients and customers
| Name (nickname) | Stage | Type | Assignee | Next contact date | Last conversation | Interest level |
|---|---|---|---|---|---|---|
| (Example) Client A | Not set | Candidate | Not set | Not set | This is an example line. Delete it and write your own. | Not set |
- Stage
- Not set
- Type
- Candidate
- Assignee
- Not set
- Next contact date
- Not set
- Last conversation
- This is an example line. Delete it and write your own.
- Interest level
- Not set
This week's to-dos
Check the list and choose who to contact this week.
| To do | Target | AssigneeAssignee | Due dateDate | DoneCheckbox |
|---|---|---|---|---|
| Contact anyone past their next contact date | Find them in the list | Empty | Empty | Unchecked |
| Check replies to sent proposals | Proposal sent stage | Empty | Empty | Unchecked |
| Revisit the ones on hold | On hold stage | Empty | Empty | Unchecked |
- To do
- Contact anyone past their next contact date
- Target
- Find them in the list
- Assignee
- Empty
- Due date
- Empty
- Done
- Unchecked
- To do
- Check replies to sent proposals
- Target
- Proposal sent stage
- Assignee
- Empty
- Due date
- Empty
- Done
- Unchecked
- To do
- Revisit the ones on hold
- Target
- On hold stage
- Assignee
- Empty
- Due date
- Empty
- Done
- Unchecked
☐
Set the next action and due date for each stage.
☐
Deleted the example line in the list.
☐
Wrote only names, no contact details.