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Client Work Tracker

A service delivery tracker for agencies and consultants managing client work without exposing a full project management platform.

Activate purchase Launch tracker How it works

Best For

  • Agencies
  • Consultants
  • Marketing teams
  • Virtual assistants

Outcomes

  • Centralize client requests
  • Track approvals
  • Manage deliverables
  • Prevent missed due dates

Features

  • Client and deliverable fields
  • Approval status
  • Owner and due date tracking
  • Client notes

Getting Started

Use this quick walkthrough when you open the tracker for the first time.

1

Review

Scan the fields below so you know what this tracker captures.

2

Activate

Use the purchase activation code or Etsy order details to unlock this tracker.

3

Launch

Open the tracker app after activation to see the working dashboard.

4

Connect

Connect the Google account where you want your tracker Sheet to live.

5

Create

Create the Sheet and let the tracker add the starting tabs and sample rows.

6

Track

Add your first real record, then use Sync after editing directly in Google Sheets.

Recommended first actions

Create the tracker sheet.
Add clients and active requests.
Update status as work moves.
Review approvals before delivery.

Sheet Structure

Each tracker creates an organized Google Sheet with the tabs below. These are the main areas you can use, edit, export, or customize in your own Google account.

Client Work

Client requests and deliverables.

Client Request Deliverable Owner Priority Status Due Date Approval Needed Asset Link Hours Notes

How Customers Use It

Keep asset links current.
Use waiting status when the next action belongs to the client.
Review high priority work daily.
Log hours if you bill or estimate retainers.