An English Excel (XLSX) workbook for freelancers and solo service businesses to keep contacts, opportunities, next actions and conversation history together, with a Today view of overdue follow-ups. One-time digital download, delivered with an illustrated HTML quick-start guide.

The problem it solves

Follow-ups get forgotten and the history of each contact and opportunity ends up scattered across inboxes, notes and memory.

Who it is for

Freelancers and solo service businesses who want a simple spreadsheet to keep track of contacts, opportunities and follow-ups.

What you get

• A Today sheet counts overdue, due-today, missing-date and missing-action items and lists the first 30 records to review
• Keep up to 200 contacts, 300 opportunities and 1,000 communication log entries in one workbook
• Track opportunities through New, Qualified, Quoted, Won or Lost with expected fee, next action and action date
• Flags for invalid references, duplicate IDs and emails, and incomplete records
• A Handoff table lists accepted (Won) work with contact details and agreed fee, ready to transfer to your own project or invoice tool

How you use it

1. Download and extract the whole ZIP, then open MAXORI-Client-Tracker.xlsx in desktop Excel and save a working copy.
2. Set the review date in Start!B4, then explore the fictional examples.
3. Clear the contents of the demo input cells as the guide explains, keeping formulas, and add your own contacts and opportunities.
4. Each review, check the Today sheet, act on the follow-ups and log the conversation in History.
5. Save dated XLSX backups regularly and reopen them to check them.

Questions