Many of us don’t know how to track clients with a spreadsheet. While it’s simple enough to copy and paste information in the boxes at the top of the spreadsheet, and you’ll probably have a bunch of other easy things that need to be done, you might be missing the first step: communicating with your clients.

Clients want to know what you’re up to. That’s why they’re paying you for your services. If you don’t tell them what you’re doing, or ask them, they’re unlikely to ask for additional information.

Think about it: most freelance writers who send out resume packages don’t realize that those packages are actually tracking their every move, right? (And that’s probably because they’re not asking to be tracked.)

How to Track Clients With a Spreadsheet

You need to track clients. The people you work for are counting on you to keep track of their efforts. You can use your spreadsheet to keep track of what’s been completed or how many days you’ve spent on a project.

How to track clients with a spreadsheet. If you want to get started with using a spreadsheet for your business, you will need to decide how much information you want to include in your projects. Some people think it’s worth getting a spreadsheet to keep track of their client/associate history.

That will give you a record of every time you’ve done a project and will let you see where they’ve worked before. This is great for more advanced tracking, but if you’re just starting out, this may not be necessary.

However, you can also use a spreadsheet to track clients. This can help you see what problems you may have had, or what types of projects they have taken on. That can be very useful for your client.

Customer feedback is important for everyone. Sometimes, when a client is dissatisfied with a project, they won’t even tell you that they’re unhappy with it. It’s easy to overlook this information, especially if the client has told you all about their working environment.

Instead, if they’re not satisfied with the finished product, they can simply choose another one. You’ll get the occasional complaint, but there will always be plenty of customer feedback for you to review. It will also give you an idea of what your projects may need to be done next.

You’ll need to decide how detailed you want to get. If you don’t want to answer every question that comes up, don’t use a spreadsheet to track customers. Just use a letterhead, and provide information when necessary.

Just make sure that you take the time to go over all the information you need. If you don’t, you’ll end up having to do a lot of telephone calls to determine whether your clients are satisfied or not.

Tracking clients with a spreadsheet is a great way to keep track of what’s going on with your business. If you don’t have this type of tracking system in place, you should definitely learn how to track clients with a spreadsheet. PLEASE READ : how to use a spreadsheet to budget