M352 ClientFlow client and lead workflow system showing the complete workflow from lead to paid

M352 ClientFlow — Client & Lead Workflow System

$29.00
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M352 ClientFlow client and lead workflow system showing the complete workflow from lead to paid
  • M352 ClientFlow client and lead workflow system showing the complete workflow from lead to paid
  • M352 ClientFlow workflow connecting leads, follow-ups, projects, payments and dashboard
  • M352 ClientFlow clients and leads tracker with status, source, service, priority and next follow-up
  • M352 ClientFlow follow-up tracker showing dates, channels, outcomes and action status
  • M352 ClientFlow project and payment tracking for deadlines, progress, invoices and payment status
  • M352 ClientFlow bonus tools including client onboarding checklist and follow-up message kit
  • M352 ClientFlow client and lead workflow system showing the complete workflow from lead to paid
  • M352 ClientFlow workflow connecting leads, follow-ups, projects, payments and dashboard
  • M352 ClientFlow clients and leads tracker with status, source, service, priority and next follow-up
  • M352 ClientFlow follow-up tracker showing dates, channels, outcomes and action status
  • M352 ClientFlow project and payment tracking for deadlines, progress, invoices and payment status
  • M352 ClientFlow bonus tools including client onboarding checklist and follow-up message kit
M352 ClientFlow — Client & Lead Workflow System

M352 ClientFlow — Client & Lead Workflow System

$29.00

From lead to paid — without losing the next step.

M352 ClientFlow is a structured client and lead workflow system designed to help freelancers, creators, consultants, service providers, and small teams manage relationships, follow-ups, projects, and payments in one place.

Instead of switching between separate trackers, ClientFlow connects the workflow from lead management to client delivery and payment tracking.

What ClientFlow helps you manage

1. Manage Clients & Leads
Keep names, companies, contact details, lead sources, services, statuses, priorities, and next actions organized in one database.

2. Track Follow-Ups
Set follow-up dates, record communication channels, track outcomes, and quickly see what needs attention.

3. Manage Projects
Track projects, deadlines, priorities, progress, next tasks, and timeline status from one workspace.

4. Track Payments
Manage invoices, due dates, amounts, payment status, and payment alerts so outstanding payments are easier to spot.

5. Use the Dashboard
See key business information at a glance, including active leads, active clients, projects, outstanding payments, pipeline status, and items that need attention.

What’s included

1 complete Excel workflow system with 10 tabs:

  • Start Here
  • Settings
  • Clients & Leads
  • Follow-Ups
  • Projects
  • Payments
  • Calculations
  • Dashboard
  • Client Onboarding Checklist
  • Follow-Up Message Kit

Built-in workflow features

  • Dropdown-based workflow fields
  • Automated calculations
  • Lead and client status tracking
  • Follow-up tracking
  • Project deadline and progress tracking
  • Payment status and payment alerts
  • Dashboard KPIs
  • Attention tracking for overdue items
  • Customizable business settings
  • Windows & Mac compatible

Bonus tools included

Client Onboarding Checklist
A simple workflow from signed agreement to ready-to-work client.

Follow-Up Message Kit
6 copy-ready templates for common situations, including initial follow-up, proposal follow-up, no response, payment reminders, project completion, and client re-engagement.

Made for

  • Freelancers
  • Consultants
  • Creators
  • Service providers
  • Small agencies
  • Small teams
  • Anyone managing multiple clients and projects

What you’ll receive

1 Excel workbook containing the complete M352 ClientFlow system and 2 built-in bonus tools.

This is a digital product. No physical item will be shipped.

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