Been tracking every client inquiry in a simple spreadsheet since last month. It’s been a total game changer.
I’m finally spotting patterns where clients tend to drop off and can follow up on unpaid invoices. Before this, I was losing track and hoping for the best.
Using a notebook can work, but a spreadsheet seems more organized. It helps spot trends and keep track.
I note things down in a notebook it works.
I stopped chasing unpaid invoices once I started this. My spreadsheet has three columns that matter: inquiry date, payment terms agreed, and actual payment date. When someone goes past 30 days I can see it right away instead of wondering if I forgot to send something. Takes me five minutes each morning to update and saves hours of headaches later.