A client tracker that keeps itself current
A client tracker is one list of every client you work with: where each relationship stands, when you last spoke, and what happens next.
What columns should a client tracker have?
Eight is enough for most service businesses. Copy these into a spreadsheet and you have a working tracker today.
| Column | What it holds |
|---|---|
| Client | The company, and the person you deal with there. |
| Status | Onboarding, active, at risk, renewing, or paused. One word, so the list sorts. |
| Owner | Who on your side is responsible for the relationship. |
| Last contact | The date and the gist of the last real conversation. |
| Next step | The one thing that happens next, and by when. |
| Value | What the client is worth a month or a year. |
| Renewal | When the contract, retainer or subscription comes up. |
| Notes | What changed since you last looked, and where you heard it. |
Resist adding more. Every column is something somebody has to remember to update, and the columns nobody updates are how a tracker stops being trusted.
Why does the spreadsheet version go stale?
Because it depends on someone remembering. The call happens, the renewal date moves, the contact leaves the company, and the row says what was true in March. Within a few months people stop believing the list and keep their own notes instead, which is the problem the tracker was meant to solve.
What does hedwigAI do differently?
You describe the tracker in one sentence and it gets built. Point it at the files you already keep, in Google Drive, Dropbox, OneDrive or SharePoint, and it takes its context from them. After that it refreshes on the cadence you set, fills in what changed, and tells you what moved since you last looked.
Every entry shows where it came from, so a line you doubt is one click from its source. To change the tracker, say so in a sentence. To share it, send the link: whoever opens it sees the current version, with no account needed. It exports as XLSX, PDF or DOCX whenever you want a copy.
How do I start one?
This is the whole brief:
“keep a tracker of my clients: where each one stands, when we last spoke, and what happens next”
Start with this lineWhat does it cost?
You pay for the runs a workbook takes to build and refresh itself, not per seat. Your first workbook is covered by $5 of usage credit. How pricing works.