Planning

Client Tracker Printable

$2.99

Fill by voice

An undated client tracker for freelancers and small businesses: a client directory, an intake card, a project status tracker, a follow-up log and a communication log.

  • Pages 8
  • Sizes US Letter + A4
  • Fillable Type right in on the US Letter PDF
  • Tap a line and use your phone’s keyboard mic to fill it by voice. Works in the iPhone Files app or free Adobe Acrobat Reader.

You download

  • Client-Tracker-A4.pdf (8 pages)
  • Client-Tracker-Letter.pdf (8 pages, fillable)

Digital PDF download only. Nothing physical is shipped.

Secure checkout on Etsy. Instant download after purchase.

See every page

All 8 pages, rendered straight from the Client-Tracker-Letter.pdf file you download. Tap any page to open it full screen, then pinch or double-tap to zoom.

Digital PDF download only. Nothing physical is shipped.

What's inside · 8 pages

  1. Cover
  2. How to use
  3. Client directory / list
  4. Client intake / record card
  5. Project / status tracker
  6. Follow-up log
  7. Communication log
  8. Blank client record reprint