Free Client Tracker Layout Template
Client Tracker Layout
|
Company Name |
[Your Company Name] |
|
Date |
September 23, 2050 |
Client Information
|
Field |
Details |
|---|---|
|
Client Name |
Enter Client Name |
|
Company Name |
Enter Company Name |
|
Email Address |
Enter Email Address |
|
Phone Number |
Enter Phone Number |
|
Address |
Enter Address |
Project or Service Details
|
Field |
Details |
|---|---|
|
Project/Service Name |
Enter the Project Name or Service |
|
Start Date |
Enter Start Date |
|
End Date/Deadline |
Enter End Date |
|
Service/Product Provided |
Enter Specific Services or Products Provided |
|
Assigned Team/Person |
Enter the Team or Person Responsible |
|
Budget |
Enter Budget |
Communication History
|
Date |
Communication Type |
Subject/Details |
Next Steps/Follow-up |
|---|---|---|---|
|
Enter Date |
Phone/Email/Meeting |
Enter Subject or Brief Details |
Enter Action or Follow-up |
|
Enter Date |
Phone/Email/Meeting |
Enter Subject or Brief Details |
Enter Action or Follow-up |
Next Steps/Follow-up Actions
|
Action |
Responsible Person |
Deadline |
Status |
|---|---|---|---|
|
Enter Task/Action |
Enter Name |
Enter Deadline |
Pending/In Progress/Completed |
|
Enter Task/Action |
Enter Name |
Enter Deadline |
Pending/In Progress/Completed |
Status or Progress Updates
|
Date |
Progress/ Update |
Challenges/ Issues |
Resolution |
|---|---|---|---|
|
Enter Date |
Enter Update |
Enter Issues |
Enter Resolution |
|
Enter Date |
Enter Update |
Enter Issues |
Enter Resolution |
