Description
A dashboard structure for managing up to six simultaneous client relationships, covering current status, next deadlines, outstanding actions, and a weekly review process.
What’s included
- CSV template file (opens in Google Sheets or Excel)
- Dashboard structure for up to six simultaneous client relationships
- Status, deadline, and outstanding actions columns for each client
- A weekly review process built into the structure
Who it’s for
Useful if you are managing more than two active clients at once and things are slipping because they are spread across different tools or in your head. Not useful if your problem is capacity rather than organisation. If you are overcommitted, a better dashboard will make you more aware of that, it will not solve it.
If it works
If you review it every Monday and update it honestly, you will catch things before they become problems rather than after. The outstanding client actions column is the one most people find most useful: it makes clear what is waiting on the client, which reduces the anxiety of feeling like you are falling behind when actually they are.
Six clients is about the realistic maximum for a solo consultant doing substantive work. This tracker will not change that ceiling.
Before you download
- This is a CSV file. Open it in Google Sheets or Excel. It will not work as a document or a PDF.
- After downloading, you will find the file in your account under My Downloads.
- You are getting a licence to use and adapt this for your own work. You cannot sell, redistribute, or share it with others.
