ATTENTION: SERVICE PROVIDERS
How a Simple Google Sheets System Helps You Manage Clients & Projects Without Chaos
Built in Google Sheets — simple & flexible
For service providers who want to grow with
structure, not stress.
Track clients clearly
Manage projects calmly
Create capacity for growth
“I finally feel like I know what’s due and where everything lives.” — A.G.
Can you relate?
You’re juggling multiple clients.
Tasks live in your head.
Notes are scattered across tools.
Invoices get delayed.
You don’t need more hustle — you need structure.
Imagine this…
Open one project dashboard and see all of your projects
Know what’s due and who it’s for
Feel confident instead of reactive
Stay on top of client projects and prospective customers
No monthly subscriptions or expensive software
Proven in real service-provider workflows
I'm Catia, the calm behind the chaos.
I’ve spent years supporting:
>coaches
>consultants
>founders
>online business owners
Managing multiple clients and high expectations.
I kept seeing the same thing:
Capable people burning energy just trying to keep things straight.
This toolkit is the system I use and refined to bring clarity, calm, and professionalism to service-provider businesses.
Introducing the Service Provider
Starter Toolkit
A plug-and-play Google Sheets system designed to help you manage clients, projects, and operations — without overwhelm.
Simple CRM Dashboard
Track clients and prospective clients' contact and outreach details
Track actions, next steps, revenue, notes and probability of close
View status at a glance with dashboard view
This isn’t a complex sales CRM with bells and whistles you’ll never use.
It’s a clean, practical system to track clients, conversations, and follow-ups in one place.
Value: $67
Ultimate Service Provider Project Tracker
Track projects (overall and by client)
Track tasks without expensive subscriptions
Automations ensure dashboards are populated automatically and across different tabs
All-in-one client & project dashboard — stay organized, not overwhelmed
Automated invoices with tax, discounts, and branding included
Track projects by client with outstanding balances shown automatically
Task planning + calendar view — break big work into actionable steps
Color-coded priorities and deadlines — know what needs to happen next
Financial insights — see what’s paid and what’s still owed
Customize it to your services — no extra software needed
Simple setup — make a copy and start today!
Track pricing & services for automated invoicing
View tasks due in calendar view
Includes onboarding guide so you get the most out of
Ultimate Service Provider Project Tracker.
Onboarding guide walks you step-by-step through all the features
and best practices for using your tracker.
Value: $117
Get instant access for a simple,
one-time price
Total Value: $184
Limited Time Price: $37
Is this hard to set up?
Not at all — simply make a copy and start using it.
Do I need special software?
Just Google Sheets. A free Google account and access to Google Sheets is all you need.
Is this for multiple clients?
That’s exactly who this is built for. It was created to for service providers managing multiple clients and multiple priorities.
Ready for calmer growth?
Simple systems. Calm execution. Real capacity for growth.