"I literally lost a $4K project because I forgot to follow up after the proposal. They went with someone else. The worst part is I had a reminder set — I just didn't see it in time."
✦ PRE-ORDER — EARLY BIRD
Stop losing clients you forgot to follow up.
A Google Sheets CRM that emails you every morning with exactly who to follow up — before deals go cold. No monthly fee.
Regular price $29 · Instant download · 30-day guarantee
Forgetfulness is not the problem. The system is.
- You lost a proposal because you meant to follow up on Thursday. It's now the following Wednesday. They went with someone else.
- Your "CRM" is your email inbox. You search the client's name to find the history. You miss things. It's costing you money.
- You tried HubSpot Free or Zoho, spent two hours setting it up, and never opened it again. Too many fields. Wrong tool for a 1-person business.
Your entire client business, visible in one place.
| Client Directory | Name, company, email, phone, lead source, status (active / inactive / prospect). Everyone you work with, in one tab. |
|---|---|
| Sales Pipeline | Stage (Lead → Proposal → Negotiation → Closed), date entered, estimated value. See your entire book of business in one view. |
| Invoice / AR Tracker | Invoice number, client, amount, due date, status. Overdue invoices flagged automatically. Know what's owed to you at any time. |
| Interaction Log | Date, contact type, summary, next action, next action due date. Never ask "what did we talk about last time?" again. |
| Dashboard | Active clients, total pipeline value, weighted pipeline by stage, overdue invoices. Your business at a glance, every morning. |
| "Needs Follow-Up" View | Filtered list of clients with no contact in more than X days (you set X). Your daily work queue, built automatically. |
★ What HubSpot CRM does for $20+/month — delivered in a spreadsheet:
Daily follow-up email.
Every morning, a script sends you a list of clients you haven't contacted in more than X days (you configure the threshold). You wake up knowing exactly who to call — without logging in, opening a spreadsheet, or running a filter. One-time setup: paste one script, authorize once. No coding required.
Follow-up calendar tab.
A monthly calendar view of all scheduled next actions per client. Competing products have tried to build this. It shipped broken. This one ships working — tested before it goes out.
Sheetify CRM — the most feature-packed Google Sheets CRM on the market — sells for $97. Partial automation, no follow-up calendar. This does more, for less.
This is for you if...
- You're a consultant, coach, designer, marketer, recruiter, or accountant with 10–50 clients or prospects active at any time.
- You work alone or with 1 assistant and need a system you can manage in 5 minutes a day.
- You've tried CRM software and abandoned it because it was designed for a team of 20, not a team of 1.
- You're comfortable in Google Sheets — or willing to be. There's no new platform to learn.
5 minutes to set up. 5 minutes a day to run.
- 1
Purchase
Instant download link sent to your email.
- 2
Copy to Google Drive
Pre-filled with sample data so you see exactly how it works before you clear it. Instructions tab walks you through setup.
- 3
Paste one script, authorize once
Daily follow-up emails start the next morning. Your pipeline stays warm from here on — automatically.
How ClientFlow compares
| HubSpot CRM | 4,470 reviews on Capterra. Most common complaint: "too complicated for a small business." |
|---|---|
| Sheetify CRM | $97 one-time. Partial follow-up automation. No follow-up calendar. |
This CRM does more, for less, without the complexity.
✦ Early Bird price — 50 founding member spots only
Early Bird: $20
Regular price: $29
Regular $29 after launch · Instant download · 30-day money-back guarantee
30-day guarantee — If you open it and it's not what you expected, I'll refund you, no questions asked.
Frequently asked questions
No. The automation script is pre-written. You copy it once, authorize it with your Google account, and it runs every morning automatically.
As many as you need. The template scales with you.
Yes. The instructions tab explains how to paste existing data from a spreadsheet or export from another tool.
Client name, last contact date, and days since last contact — sorted by urgency. Actionable at a glance. Takes 30 seconds to read.
Yes. The spreadsheet lives in your own Google Drive. No third party sees your client data.