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A simple paper home for clients and bookings.
Client & Booking Tracker (Studio Sugarplum)
Use printable client profiles, a booking pipeline and a follow-up log to keep service-business conversations organized. This edition is a PDF, not an Excel workbook.
Secure checkout by Stripe. Instant download: after payment you go straight to your download page, and Stripe emails your receipt.
What’s inside
- 5-page printable PDF
- Cover and 2 client profile pages
- Booking pipeline with client, service, status, date and value
- Follow-up log for contact dates and notes
How to use it
Print a client profile, enter each opportunity in the pipeline and record the next follow-up.
Format & requirements
PDF reader or printer. No spreadsheet formulas or automatic booking service.
Digital download only. No physical item is shipped.
