TToolWise Digital Shop on Etsy →

Catalog

Event Planner Client Pipeline Tracker

Instant download Secure checkout Google Sheets & Excel Formula guarantee

Secure one-time checkout by Stripe — instant download. Also available on Etsy.

The Event Planner Client Pipeline Tracker keeps your event client pipeline in one place, in a ready-made spreadsheet for Google Sheets and Microsoft Excel — one-time purchase, instant download, with a free phone-friendly version so you can update it wherever you are.

How it works

It's organized around a clear plan — dated sections and lists you fill in — with the pieces linked so updating one place refreshes the overview and keeps the whole plan in sync.

What it covers

It’s built around the things that actually matter here — event planner log, client pipeline log, status spreadsheet, event biz tool, and planner spreadsheet — so nothing important slips through the cracks.

event planner logclient pipeline logstatus spreadsheetevent biz toolplanner spreadsheet

Who it’s for

Anyone who wants their event client pipeline handled without wrestling a blank spreadsheet or paying a monthly fee for bloated software. You buy it once, open it in the app you already use, and start filling it in — the structure and the math are already done for you.

Sheets + Excel

Works in free Google Sheets or Microsoft Excel — your choice.

Free phone tool

Includes a browser version so you can use it on the go.

Instant download

Delivered the moment you buy. Nothing shipped.

Formula guarantee

If a formula doesn't work as described, we fix it or refund you.

Quick FAQ

What do I need to use the Event Planner Client Pipeline Tracker?

Just a free Google account or a copy of Microsoft Excel — it opens and works in either. A free phone-friendly version is included too, so you can update it on the go.

Who is the Event Planner Client Pipeline Tracker for?

It’s for anyone who wants their event client pipeline organized without building a spreadsheet from scratch.

Is the Event Planner Client Pipeline Tracker a subscription?

No. It’s a one-time purchase with an instant download — no monthly fee, no account required, and if a formula ever doesn’t work as described we’ll fix it or refund you.

More from the shop

Browse the full catalog

See all 321 tools →