Review criteria
- +Client by retainer and hours
- +Hours used vs. included
- +Status and renewal
- +Active-client view
Fractional CMO Client Tracker
The Fractional CMO Client Tracker is a copy-ready spreadsheet for fractional cmo that tracks clients, retainer, hours, status, renewal. 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 “Fractional CMO 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 “Fractional CMO Client Tracker”
Tabs: How to use · Clients · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 9
Columns (grey = calculated for you)
- Client
- Retainer
- Hours included
- Hours used
- Focus this quarter
- Renewal date
- Status
- Hours left
- Effective rate
- Open the Clients tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Hours left turns red when you are over the retainer; raise the retainer or trim scope at renewal.
- Effective rate shows what each client really pays per hour of your time.
- 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.
Fractional CMO Client Tracker
About this template
It is built for people who want results without another subscription: cMOs managing retainer clients. 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 Fractional CMO Client Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +CMOs managing retainer clients
- +Anyone tracking hours used
Pause before choosing when
- -PSA time tracking
- -Client portal
About Fractional CMO
Why people consider this option
- +Track clients, roadmaps, and KPIs without paid software
- +Keep every plan and channel note in a file you own
- +Know your retainers and client results
What to review before acting
- -No BI or PSA integration without a tool
- -Busy CMOs need real reporting software
Trust FAQ
Questions people ask before copying a template
Does the Fractional CMO 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 Fractional CMO 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 Fractional CMO Client Tracker track?
It tracks clients, retainer, hours, status, renewal. 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.