#Add client to toptracker how to
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.
Lastly, don’t forget that what doesn’t get measured, doesn’t get managed (that’s a Peter Drucker quote). 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. You can’t easily access and update their payment information (in order to collect payment you have to regularly charge your clients – you’re not a debt collector!). You don’t have a reliable way to pull up client information (like if you need to make changes to your clients’ preferences, look up their contact info, or put notes into their file). Or maybe you’re an established owner / operator and looking to organize the mess that your client records have become (in lieu of having a system for organizing your clients – it can get hairy!)Įither way, without a client organization system, your business is vulnerable. Maybe you’re an Esthetician, Dog walker, House cleaner, Handyman, or any other business that has clients? Maybe you’re a solopreneur that’s just getting started and building your client base. 
Do you own and operate a service business and need an easy way to track your clients? In this article you’ll find free templates that our Pros use to track their Clients, as well as their Classes, Services, and Packages as well.
0 kommentar(er)
