Skip to content
PlannerUndated

Client Tracker

A page per client with the brief, the rate, the deadlines and the invoice dates. The month view shows whose work lands when, so two deadlines never surprise you.

  • PDF
  • GoodNotes
  • Notability
  • Samsung Notes

Compatible apps

  • GoodNotes 6
  • Notability
  • Samsung Notes
  • Noteshelf, Xodo, CollaNote
  • Print

Included with membership

This file is not sold on its own. One membership unlocks it along with the other 54 templates in the vault.

View membership optionsI have a key, open the vault

Prepaid · no auto-renewal · 7-day refund on first purchase

What's inside

  • 30 client pages
  • Brief, rate and scope on each
  • Monthly deadline overview
  • Invoice sent and paid columns
  • Follow-up and renewal reminders
  • A4, Letter and iPad 4:3

Specifications

Format
Hyperlinked PDF
Pages
211
Orientation
Portrait
Page sizes
A4 · Letter · iPad 4:3
Dated
No, start any week
Last updated
2024-10-05

Goes well with

All 30 planners

Included with membership