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I will build a google sheets client payment and follow up tracker
Greg Lang
Über diesen Service
Are your clients, payments, projects, and follow-ups scattered across notes, emails, spreadsheets, payment apps, and memory?
I will build a simple Google Sheets tracker to help you manage your client admin in one place.
This gig is designed for freelancers, coaches, tutors, creatives, consultants, class providers, and solo business owners who need a clearer way to track:
- Clients or leads
- Payment status
- Projects, sessions, or orders
- Follow-ups and next actions
- Important notes, dates, and status changes
The goal is not complicated software. It is a clean, practical system you can actually use.
Depending on your package, your tracker may include organized input tabs, dropdowns, formulas, status fields, a payment tracker, a follow-up queue, and a simple dashboard or summary view.
You do not need to be a spreadsheet expert. I'll help turn your messy admin into a clearer system so you can see what needs attention and stop running everything from memory.
Please message me before ordering if your project requires live integrations, Apps Script, automations, or multiple data sources.
Lerne Greg Lang kennen
Greg Lang
Simple business systems
- AusVereinigte Staaten
- Mitglied seitAug. 2025
- ⌀ Antwortzeit3 Stunden
Sprachen
Englisch
I help freelancers, creatives, and small business owners turn messy business information into simple dashboards, trackers, and operating systems.
If you are juggling sales, expenses, client lists, payments, projects, inventory, or class registrations across scattered spreadsheets, notes, emails, and apps, I can help you create a cleaner system that actually makes sense.
My focus is practical: lightweight Google Sheets, Airtable-style trackers, dashboards, workflows, and templates that help you see what is happening in your business without needing advanced spreadsheet skills.
Mein Portfolio
FAQ
What do I need to provide?
Please provide your current spreadsheet, notes, screenshots, CSVs, or a clear explanation of what you want to track. Messy is fine.
Can this track invoices or payments?
Yes. I can create fields for payment status, amount, due date, paid date, payment method, and outstanding balances.
Can you connect this to Stripe, PayPal, QuickBooks, or other apps?
Not in the standard packages. This gig is mainly for manual entry, pasted data, or CSV exports. Integrations require a custom quote.
Is this good for freelancers or coaches?
Yes. It works well for freelancers, coaches, tutors, consultants, creatives, class providers, and solo business owners.
Will this replace a CRM?
It can work as a lightweight CRM-style tracker, but it is not a full enterprise CRM. It is best for simple client admin and follow-up tracking.
