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Planners

Client Management Planner Canva Template

Client management is no easy task, but with the right planner, it can become much simpler and less time-consuming.

If you’re a coach, freelancer, agent, consultant, or just generally work with clients on a daily basis, I made this planner specifically for you.

It’s perfect for organizing your client details, projects, to-do lists, service lists, lead tracker, meetings and more all in one place.

This tool will also help you stay focused and act efficiently to boost your success in business. 

Plus it’s totally customizable in Canva so you can make it as unique, personalized, and branded as you’d like.

Client management has never been so easy and organized!

  • Account Information
  • Client Profile
  • Client Order Form
  • Services
  • Client Tracking
  • Client Intake Form
  • Client Details
  • Contact List
  • Invoice
  • Client Follow Up
  • Daily Call Tracker
  • Lead Generation
  • Closing Tracker
  • Meeting Planner
  • Meeting Notes
  • Client Agreement
  • Plan of Action
  • Online Events Planner
  • Discovery Call
  • Focus Planner
  • Work Schedule
  • Client Challenges
  • My Priorities
  • Productivity Wheel
  • Client Project
  • Project Management
  • Project Planner
  • Priority Matrix

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HOW IT WORKS

1. CHECKOUT

Complete the checkout process to gain instant access.

2. DOWNLOAD PDF

Check your email to download the PDF file with the Canva links.

3. OPEN CANVA

Sign in or create a free Canva account to edit your templates.

4. CUSTOMIZE

Customize text, fonts, colors to match your branding.

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Unlimited Access

Buy once and you are able to download all of our assets forever.

Unlimited Access

Buy once and you are able to download all of our assets forever.

You've Got Questions, We've Got Answers

How do I access my content?

After completing the checkout process you will receive instant access to the templates. You can download it directly from your order page and you still receive a copy of your files via email for future reference.

Do I need a Pro Canva account to edit the elements?

Nope, you don't need a pro Canva account to edit the templates. I designed my templates carefully to make it available for both the free and pro accounts. If you ever find any problem I will be more than happy to help you solve it.

Are the images included?

In most cases yes. Most of the images used have a CC0 license. Meaning they allow to be shared. However, you can still replace them to match your branding.

What can I customize?

Everything! Fonts, images, text, color, logos, size, anything you need to make the template yours.

Contact and Support

My team is ready and willing to answer any questions you may have. Feel free to send us an email here and our team will get back to you as soon as possible.

Get Unlimited Access
to ALL my Canva Products for an ENTIRE Year!