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The Ideal Clients Tracker (Trello Version) is a simple, powerful system to help you stay consistent with outreach and finally break the feast-or-famine cycle.
$29
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A simple, repeatable system to track outreach, follow up consistently, and finally break the feast-or-famine cycle.
If you don’t have a system for client outreach, you don’t have a pipeline.
You have hope.
And hope isn’t a strategy.
This Trello template gives you one organized place to track who you’ve reached out to, when to follow up, and how close you are to landing your next client — without posting every day or relying on job boards.
Stop Guessing. Start Tracking.
Inside the board, you’ll get:
- Clear pipeline stages so you know exactly where each company stands
- Two follow-up date fields (because one isn’t enough)
- Tags to organize by niche or funding
- A clean, customizable layout that makes outreach feel manageable
No more digging through DMs.
No more “Wait… did I already follow up?”
No more starting from scratch every time you need money.
Just a simple system you can reuse again and again.
Build a Pipeline You Control
This is the exact structure I use to:
- Track 200+ potential clients
- Stay consistent with outreach
- Keep warm leads warm
- Secure contracts months in advance
You don’t need to post daily.
You don’t need a viral following.
You need a tracker — and a routine.
Get instant access to the Ideal Clients Tracker (Trello Version) for $29 and start building a client pipeline you can actually rely on.
Simple. Strategic. Sustainable.
I used to just have a spreadsheet to list my ideal clients but didn't set it up well enough to track who I contacted and when to follow up.
Having each client/company on its own card allows me to write all the relevant information necessary.
And the Calendar view helps me know who to work on each day. No more feeling of overwhelm where I just want to give up.
– Johanna T.
I like the templates you gave us – especially the ideal clients tracker! I have a hard time tracking so am glad you offer a tracker template.
– Yara A.
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