Small-Business Client Gift & Thank-You Tracker (Excel, 6 Sheets)

Never forget a client gift, a thank-you note, or a delivery date again — track every gift, budget and follow-up in one simple spreadsheet.

Who it is for: Small-business owners, freelancers and consultants in the USA who send gifts and thank-you notes to clients and want to stay organised, on budget and on time.

What you get: An original Excel workbook (.xlsx) with exactly 6 sheets — Cover & How to Use, Client Gift List, Gift Budget, Thank-You Log, Delivery & Mailing Tracker, and Summary — with live SUM and COUNT formulas for gift totals, budget remaining, thank-you notes sent and gifts delivered, plus clearly labelled example rows you replace with your own clients. No subscription or extra software is required beyond a spreadsheet app.

How it works:
1. Download the file instantly after purchase.
2. Open it in Excel or a compatible spreadsheet app and replace the example rows with your own clients, gifts and budgets.
3. Log thank-you notes and deliveries as you go, and check Summary for automatic totals.

Delivery: This is a one-time purchase for a digital download only. There is no subscription, no recurring charge, and no physical product shipped — you receive the file immediately after purchase. Results, such as repeat business or referrals from sending gifts, are not guaranteed.

Note: spreadsheet app names are used nominatively only; this product is not affiliated with or endorsed by any spreadsheet provider.