Review criteria
- +Annual and semi-annual review cadence
- +Due-date highlighting
- +Completed-vs-scheduled status
- +Works in Google Sheets and Excel
Client Review Scheduler in Financial Advisor
The Client Review Scheduler is a copy-ready spreadsheet for financial advisor that tracks clients, review type, frequency, due, status. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 10 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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What’s inside “Client Review Scheduler”
Tabs: How to use · Reviews · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 10 minutesColumns: 7
Columns (grey = calculated for you)
- Client ref
- Tier
- Review type
- Last review
- Next review
- Status
- Advisor
- Open the Reviews tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Scheduling only: use a household reference, and keep account numbers, balances and recommendations in your CRM and compliance systems.
- When a review is held, set Status to Done, then add a new row with the next date (or update Last review and Next review).
- 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.
Client Review Scheduler
About this template
It is built for people who want results without another subscription: advisors keeping review commitments. 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 Client Review Scheduler
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Advisors keeping review commitments
- +Anyone scheduling client touchpoints
Pause before choosing when
- -Financial planning calculations
- -Calendar automation
About Financial Advisor
Why people consider this option
- +Track clients, reviews, and book metrics without paid CRM software
- +Never miss an annual review
- +See your book at a glance
What to review before acting
- -Practice-ops only — not investment advice or a system of record
- -Compliance-bound firms need a compliant CRM
Trust FAQ
Questions people ask before copying a template
Does the Client Review Scheduler 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 Client Review Scheduler 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 Client Review Scheduler track?
It tracks clients, review type, frequency, due, 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.