Review criteria
- +Client by package and stage
- +Fee and payment status
- +Draft and review milestones
- +Delivery-due view
Business Plan Client Tracker in Business Plan Writing Service
The Business Plan Client Tracker is a copy-ready spreadsheet for business plan writing service that tracks clients, package, stage, fee, status. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
Try it before you download
Live preview of “Business Plan Client Tracker”
Change any white cell; grey cells recalculate the way they will in Excel or Google Sheets. Nothing you type leaves this page.
Loading preview…
you type calculated needs attention getting close
Get this template
What’s inside “Business Plan Client Tracker”
Tabs: How to use · Jobs · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 10
Columns (grey = calculated for you)
- Opened
- Customer
- Package
- Stage
- Writer
- Promised
- Price
- Deposit
- Balance
- Days open
- Open the Jobs tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Promised is the delivery date for the current milestone; it turns red when missed.
- Collect the balance before the final file goes out; Days open shows how long each plan has been in progress.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Business Plan Client Tracker
About this template
It is built for people who want results without another subscription: writers tracking plan engagements. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Business Plan Client Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Writers tracking plan engagements
- +Anyone managing drafts and reviews
Pause before choosing when
- -Financial-modeling automation
- -CRM integration
About Business Plan Writing Service
Why people consider this option
- +Track clients, financial inputs, and milestones without paid software
- +Keep every engagement and assumption in a file you own
- +Know hours and fees per plan
What to review before acting
- -No financial-modeling or pitch-deck tool without one
- -Growing firms eventually need advisory software
Trust FAQ
Questions people ask before copying a template
Does the Business Plan Client Tracker work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Business Plan Client Tracker really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the Business Plan Client Tracker track?
It tracks clients, package, stage, fee, status. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.