KSPDominion Group

Pipeline · Status · SLA

Client and Job Tracking Systems for Service Businesses

One source of truth for who is in the pipeline, what stage they are at, what is owed and what is overdue — with status pills, deadlines and a weekly snapshot view.

Why it matters

What changes after this work

  • No client goes quiet because everyone assumed someone else had it
  • Overdue work surfaces itself instead of waiting to be discovered
  • The Monday review takes ten minutes and uses one tab

Deliverables

What you actually get

Branded assets delivered into your own workspace. You keep, edit and extend everything.

  • Client and job register with stage, owner, next action and due date
  • Status logic with automatic overdue and blocked flagging
  • Amount-owed and payment-status tracking per job
  • Weekly snapshot tab: pipeline, delivery and money on one screen
  • Written field definitions so the team logs data the same way

Method

How client & job trackers gets delivered

  1. 01

    Define stages

    We agree the real stages your work moves through — not a generic sales funnel — and what has to be true to move between them.

  2. 02

    Set the SLAs

    Each stage gets a maximum dwell time, so the sheet can tell you what is stuck instead of you having to remember.

  3. 03

    Build and load

    The tracker is built and loaded with your live clients and jobs, so it is useful on the day it is handed over.

  4. 04

    Train the habit

    A recorded walkthrough plus a one-page rule sheet on who updates what and when. A tracker nobody updates is worse than no tracker.

Pricing

Fixed scope, fixed price

No hourly billing and no open-ended retainer. Full breakdown on the pricing page.

FAQ

Client & Job Trackers: common questions

How is this different from a CRM?

A CRM charges per seat and assumes a sales process. This is a sheet built around how your jobs actually move, costs nothing to run, and covers delivery and money as well as pipeline. It suits teams that were never going to keep a CRM updated anyway.

How much does the client tracker cost?

$127 as a standalone fixed-price build, including the snapshot dashboard tab and the walkthrough. It is also bundled into the $597 Operations Starter Pack.

Can more than one person use it at once?

Yes. It is a Google Sheet, so the whole team can work in it simultaneously with whatever access level you set, and edit history is kept automatically.

What does the weekly snapshot show?

Count and value by stage, jobs breaching their SLA, work due this week, and total outstanding payments — designed to be read in one pass at the start of the week.

Related

Usually built alongside

Sheets · Notion · Forms

No-Code Internal Tools

Trackers, dashboards, intake forms, Notion hubs and templates that replace the group chat, the sticky notes and the ask-the-owner workflow.

Audit · Friction map · Priority fix list

Operations Diagnostics

An honest read of what is broken: bottlenecks, missing documentation, dropped handoffs and repeated manual work. You leave with a prioritized fix list, not a 40-page deck nobody opens.

Next move

Fifteen minutes. One operational area. One clear next step.

No pitch and no slides. Tell us the part of the business that frustrates you most and you get a straight answer on what to fix first.

Book the free clarity call kauan@kspdominion.group