California Spotlight #103

Simplify Your Client Management

Running a small business, you’re probably buried in client emails and messy spreadsheets. Ever wish it was easier?

We’re building a $20/mo Google Sheet tool to help:

• Client Pipeline Tracker (New → In Proposal → Active → Completed)

• Automated Weekly Update Generator (email-ready)

• Task Timeline View (so you don’t miss deadlines)

• Payment & Contract Status

• “How-to-work-with-us” Doc Generator

• Templates for onboarding, upsell, check-in emails

• AI writing prompts for all of the above

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