Template · Sales
Client database template for Excel & Google Sheets
All your clients in one place, with total spent, last contact and an automatic "follow up" alert.
Get all 30 templates — $19See all 30 templates
One-time payment · 14-day money-back guarantee · Local taxes added at checkout
Why you will like it
- Ready to use: formulas, formatting and example data are already in place.
- Instructions inside: a “Start here” tab explains every tab in one minute.
- Made to adapt: replace the example data with yours and everything updates.
What is inside the file
These are the real tabs of the file you download:
- Start hereHow to use the file in one minute.
- ClientsClient list, follow-up alerts and revenue by segment.
- AI prompts5 ready-to-copy prompts to adapt and analyse this template.
Look inside
How it works in 3 steps
- Add each client and their segment.
- Update "Last contact" every time you talk to them.
- Set the follow-up days at the top: overdue clients turn orange.
Works where you work
- Excel 2016 or newer, Microsoft 365 and Excel for the web
- Google Sheets: upload the .xlsx to Drive and open it with Sheets
- No macros, no add-ins, nothing to install
AI prompt included
Paste your data into ChatGPT, Claude or Gemini with this prompt:
These clients have not bought in [days] days (pasted below with segment and total spent). Group them in 3 tiers and write one short re-engagement message per tier, personalised with [variable fields], plus a subject line for each. [paste rows]
Questions
Does the Client database template work in Google Sheets?
Yes. Upload the .xlsx file to Google Drive and open it with Google Sheets, or use File → Import. It uses classic functions, so it works the same.
Can I use my own data?
Yes. Replace the example data with yours and the formulas, charts and summaries update on their own. The “Start here” tab tells you where to type.
Is Client database sold on its own?
It comes in the Formulyo pack: 30 templates for a one-time $19, with the AI prompts and lifetime updates. 14-day money-back guarantee.
In which languages do the files come?
Every template comes in English, Spanish, Portuguese and German.
Do I need macros or add-ins?
No. They are plain .xlsx files with formulas only.
