Tarot Business Tracker
Are you managing your personal tarot business on paper? Are you lost with all the notes? Upgrade your side hustle with the Tarot Business Tracker! This easy to use Excel spreadsheet can make tracking your clients, readings, income and expenses a breeze! Get the benefits of a customer management tool without the extra overhead.
Client Details
Track client details like email address, phone number, address, birthday, when they became a client and how they found you. The spreadsheet automatically tracks the number of readings and the date of their last reading. Upcoming birthdays are highlighted in green as a reminder to reach out and offer a birthday promo!
Readings
Track details about your readings such as format, topics, duration, number of cards pulled, and payment information. Add notes about the reading, the client and the session to have handy to review for future sessions.
Income and Expenses
Track any other business income and expenses to make tax reporting fast!
Promos and Followups
Create promo codes to offer your clients discounts on their readings. Track how many times each code is used and set a maximum number of uses.
Use the followups tab to keep track of when you send messages to your customers.
Monthly and Annual Summaries
Track your tarot business with monthly and annual reports. See how many new clients you acquired, the number of readings you performed, your average feedback, your total income and your total expenses.
Charts
Visualize your monthly and annual summaries to see trends over time.
Dropdown Lists
Many fields in the spreadsheet are dropdown lists in order to keep your records consistent. Add new entries to customize your dropdown lists to match your needs.
Full Documentation
Every field on every tab is fully documented so you know exactly what information should go in each field.
Support
Have any questions about how to use the spreadsheet? I'm here to help! You'll receive a full walkthrough and tutorial with your purchase. I'll be here to support you if something goes wrong in the future.
Customizable
Do you need to track another piece of data that isn't part of the spreadsheet? Let me know and I can create a customized version just for you!