A sheet to keep track of who asked, what you quoted and when to follow up.
Sample rows use dummy data. Use a short reference such as "cafe-1", not a full name or phone number. Store your sheet privately, and never upload client chats anywhere.
| Date | Reference | What they asked | My quote | Next step | Follow-up date | Status |
|---|---|---|---|---|---|---|
| 03 Oct | cafe-1 | Menu card design | Rs 2,500 (example) | Send 2 samples | 06 Oct | Quoted |
| 04 Oct | clinic-1 | 5-page website | Range sent (example) | Ask for deadline | 07 Oct | Waiting |
Download as a CSV for Google Sheets or Excel
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