{"text_format":"3","workbook":"xlsx","n_sheets":7,"sheets":["Start Here","Client Information","Client Communication","Client Activity","Escalation Tracker","Account Health","Meeting Actions"],"not_rendered":{"images":7},"read":"whole","date_system":"1900"}

{"sheet":"Start Here","index":0,"n_rows":12,"n_cols":8,"rows_kept":12,"merged":[[0,0,0,7],[1,0,1,7],[11,0,14,4]]}
["SMALL BUSINESS OPERATIONS STARTER KIT"]
["Editable trackers designed for small and growing businesses. Replace the sample row, then keep adding records."]
[]
["Worksheet","Purpose","Best Used For","Update Cadence","Primary Owner","Included Features","Helpful Tip","Status"]
["Client Information","Central client directory","Names, contacts and relationship details","As needed","Business owner","Filters and contact fields","Keep one row per client contact","Ready"]
["Client Communication","Complete communication history","Calls, meetings, emails and follow-ups","After every contact","Client owner","Dropdowns, follow-up dates and overdue flag","Record decisions, not a transcript","Ready"]
["Client Activity","High-level client work log","Deliverables, requests and service activity","Weekly","Client owner","Priority and status tracking","Link related documents when possible","Ready"]
["Escalation Tracker","Issue and resolution management","Complaints, urgent risks and service failures","Daily while open","Escalation owner","Age formula, severity and resolution fields","Every escalation needs a next action","Ready"]
["Account Health","Relationship risk scorecard","Retention monitoring and account reviews","Monthly","Relationship owner","Formula-driven score and health status","Score honestly; optimism is not data","Ready"]
["Meeting Actions","Meeting accountability log","Decisions, actions and deadlines","After meetings","Meeting owner","Action status and due-date tracking","No owner means no action","Ready"]
[]
["USAGE NOTE\nThese templates are starting points, not legal, tax or regulatory advice. Customize fields and retention practices for your business."]

{"sheet":"Client Information","index":1,"n_rows":5,"n_cols":12,"rows_kept":5,"merged":[[0,0,0,11],[1,0,1,11]]}
["CLIENT INFORMATION DIRECTORY"]
["Use one row per primary contact. Add additional rows when a client has multiple contacts."]
[]
["Client ID","Client/Company Name","Contact Name","Title/Role","Email","Phone","Preferred Contact","Address","Start Date","Relationship Owner","Client Status","Notes"]
["CL-001","Sample Company","Jordan Lee","Owner","jordan@example.com","555-0100","Email","100 Main Street","","Karie","Prospect","Replace this sample row"]

{"sheet":"Client Communication","index":2,"n_rows":5,"n_cols":15,"rows_kept":5,"merged":[[0,0,0,14],[1,0,1,14]]}
["CLIENT COMMUNICATION TRACKER"]
["Document contacts, decisions and follow-up. One row represents one communication event."]
[]
["Client Name","Contact Name","Phone Number","Email Address","Date of Contact","Contact Type","Initiated By","Subject/Purpose","Communication Details","Outcome/Decision","Follow-Up Required","Follow-Up Owner","Follow-Up Due","Status","Related Document/Link"]
["Sample Company","Jordan Lee","555-0100","jordan@example.com","","Phone Call","Us","Kickoff discussion","Discussed initial priorities and timeline.","Client will send current process notes.","Yes","Karie","","Open",""]

{"sheet":"Client Activity","index":3,"n_rows":5,"n_cols":11,"rows_kept":5,"merged":[[0,0,0,10],[1,0,1,10]]}
["CLIENT ACTIVITY TRACKER"]
["Track requests, deliverables and client-facing work from intake through completion."]
[]
["Activity ID","Client Name","Date Received","Activity/Request","Category","Priority","Owner","Due Date","Status","Completion Date","Notes/Link"]
["ACT-001","Sample Company","","Create onboarding checklist","Deliverable","Medium","Karie","","Not Started","","Replace sample row"]

{"sheet":"Escalation Tracker","index":4,"n_rows":54,"n_cols":14,"rows_kept":54,"merged":[[0,0,0,13],[1,0,1,13]]}
["ESCALATION TRACKER"]
["Create a clear record of the issue, impact, owner, next action and final resolution."]
[]
["Escalation ID","Client Name","Date Opened","Issue Summary","Business Impact","Severity","Root Cause/Contributing Factor","Owner","Next Action","Next Action Due","Status","Age (Days)","Resolution Date","Final Resolution"]
["ESC-001","Sample Company","","Delayed deliverable","Client timeline at risk","Medium","Pending review","Karie","Confirm revised delivery date","","Open",{"$f":"IF(C5=\"\",\"\",IF(M5<>\"\",M5-C5,TODAY()-C5))","v":""},"",""]
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[{"$nulls":11},{"$f":"IF(C21=\"\",\"\",IF(M21<>\"\",M21-C21,TODAY()-C21))","v":""}]
[{"$nulls":11},{"$f":"IF(C22=\"\",\"\",IF(M22<>\"\",M22-C22,TODAY()-C22))","v":""}]
[{"$nulls":11},{"$f":"IF(C23=\"\",\"\",IF(M23<>\"\",M23-C23,TODAY()-C23))","v":""}]
[{"$nulls":11},{"$f":"IF(C24=\"\",\"\",IF(M24<>\"\",M24-C24,TODAY()-C24))","v":""}]
[{"$nulls":11},{"$f":"IF(C25=\"\",\"\",IF(M25<>\"\",M25-C25,TODAY()-C25))","v":""}]
[{"$nulls":11},{"$f":"IF(C26=\"\",\"\",IF(M26<>\"\",M26-C26,TODAY()-C26))","v":""}]
[{"$nulls":11},{"$f":"IF(C27=\"\",\"\",IF(M27<>\"\",M27-C27,TODAY()-C27))","v":""}]
[{"$nulls":11},{"$f":"IF(C28=\"\",\"\",IF(M28<>\"\",M28-C28,TODAY()-C28))","v":""}]
[{"$nulls":11},{"$f":"IF(C29=\"\",\"\",IF(M29<>\"\",M29-C29,TODAY()-C29))","v":""}]
[{"$nulls":11},{"$f":"IF(C30=\"\",\"\",IF(M30<>\"\",M30-C30,TODAY()-C30))","v":""}]
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[{"$nulls":11},{"$f":"IF(C35=\"\",\"\",IF(M35<>\"\",M35-C35,TODAY()-C35))","v":""}]
[{"$nulls":11},{"$f":"IF(C36=\"\",\"\",IF(M36<>\"\",M36-C36,TODAY()-C36))","v":""}]
[{"$nulls":11},{"$f":"IF(C37=\"\",\"\",IF(M37<>\"\",M37-C37,TODAY()-C37))","v":""}]
[{"$nulls":11},{"$f":"IF(C38=\"\",\"\",IF(M38<>\"\",M38-C38,TODAY()-C38))","v":""}]
[{"$nulls":11},{"$f":"IF(C39=\"\",\"\",IF(M39<>\"\",M39-C39,TODAY()-C39))","v":""}]
[{"$nulls":11},{"$f":"IF(C40=\"\",\"\",IF(M40<>\"\",M40-C40,TODAY()-C40))","v":""}]
[{"$nulls":11},{"$f":"IF(C41=\"\",\"\",IF(M41<>\"\",M41-C41,TODAY()-C41))","v":""}]
[{"$nulls":11},{"$f":"IF(C42=\"\",\"\",IF(M42<>\"\",M42-C42,TODAY()-C42))","v":""}]
[{"$nulls":11},{"$f":"IF(C43=\"\",\"\",IF(M43<>\"\",M43-C43,TODAY()-C43))","v":""}]
[{"$nulls":11},{"$f":"IF(C44=\"\",\"\",IF(M44<>\"\",M44-C44,TODAY()-C44))","v":""}]
[{"$nulls":11},{"$f":"IF(C45=\"\",\"\",IF(M45<>\"\",M45-C45,TODAY()-C45))","v":""}]
[{"$nulls":11},{"$f":"IF(C46=\"\",\"\",IF(M46<>\"\",M46-C46,TODAY()-C46))","v":""}]
[{"$nulls":11},{"$f":"IF(C47=\"\",\"\",IF(M47<>\"\",M47-C47,TODAY()-C47))","v":""}]
[{"$nulls":11},{"$f":"IF(C48=\"\",\"\",IF(M48<>\"\",M48-C48,TODAY()-C48))","v":""}]
[{"$nulls":11},{"$f":"IF(C49=\"\",\"\",IF(M49<>\"\",M49-C49,TODAY()-C49))","v":""}]
[{"$nulls":11},{"$f":"IF(C50=\"\",\"\",IF(M50<>\"\",M50-C50,TODAY()-C50))","v":""}]
[{"$nulls":11},{"$f":"IF(C51=\"\",\"\",IF(M51<>\"\",M51-C51,TODAY()-C51))","v":""}]
[{"$nulls":11},{"$f":"IF(C52=\"\",\"\",IF(M52<>\"\",M52-C52,TODAY()-C52))","v":""}]
[{"$nulls":11},{"$f":"IF(C53=\"\",\"\",IF(M53<>\"\",M53-C53,TODAY()-C53))","v":""}]
[{"$nulls":11},{"$f":"IF(C54=\"\",\"\",IF(M54<>\"\",M54-C54,TODAY()-C54))","v":""}]

{"sheet":"Account Health","index":5,"n_rows":34,"n_cols":13,"rows_kept":34,"merged":[[0,0,0,12],[1,0,1,12]]}
["ACCOUNT HEALTH SCORECARD"]
["Score each category from 1 (high risk) to 5 (strong). Overall health is calculated automatically."]
[]
["Client Name","Review Date","Relationship","Communication","Delivery","Open Issues","Growth/Value","Average Score","Health","Primary Risk","Improvement Action","Owner","Next Review"]
["Sample Company","",4,4,3,3,4,{"$f":"IF(COUNTA(C5:G5)=0,\"\",AVERAGE(C5:G5))","v":3.6},{"$f":"IF(H5=\"\",\"\",IF(H5>=4,\"Green\",IF(H5>=3,\"Yellow\",\"Red\")))","v":"Yellow"},"Delivery timing","Create weekly status rhythm","Karie",""]
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[{"$nulls":7},{"$f":"IF(COUNTA(C7:G7)=0,\"\",AVERAGE(C7:G7))","v":""},{"$f":"IF(H7=\"\",\"\",IF(H7>=4,\"Green\",IF(H7>=3,\"Yellow\",\"Red\")))","v":""}]
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[{"$nulls":7},{"$f":"IF(COUNTA(C11:G11)=0,\"\",AVERAGE(C11:G11))","v":""},{"$f":"IF(H11=\"\",\"\",IF(H11>=4,\"Green\",IF(H11>=3,\"Yellow\",\"Red\")))","v":""}]
[{"$nulls":7},{"$f":"IF(COUNTA(C12:G12)=0,\"\",AVERAGE(C12:G12))","v":""},{"$f":"IF(H12=\"\",\"\",IF(H12>=4,\"Green\",IF(H12>=3,\"Yellow\",\"Red\")))","v":""}]
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[{"$nulls":7},{"$f":"IF(COUNTA(C14:G14)=0,\"\",AVERAGE(C14:G14))","v":""},{"$f":"IF(H14=\"\",\"\",IF(H14>=4,\"Green\",IF(H14>=3,\"Yellow\",\"Red\")))","v":""}]
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[{"$nulls":7},{"$f":"IF(COUNTA(C19:G19)=0,\"\",AVERAGE(C19:G19))","v":""},{"$f":"IF(H19=\"\",\"\",IF(H19>=4,\"Green\",IF(H19>=3,\"Yellow\",\"Red\")))","v":""}]
[{"$nulls":7},{"$f":"IF(COUNTA(C20:G20)=0,\"\",AVERAGE(C20:G20))","v":""},{"$f":"IF(H20=\"\",\"\",IF(H20>=4,\"Green\",IF(H20>=3,\"Yellow\",\"Red\")))","v":""}]
[{"$nulls":7},{"$f":"IF(COUNTA(C21:G21)=0,\"\",AVERAGE(C21:G21))","v":""},{"$f":"IF(H21=\"\",\"\",IF(H21>=4,\"Green\",IF(H21>=3,\"Yellow\",\"Red\")))","v":""}]
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[{"$nulls":7},{"$f":"IF(COUNTA(C24:G24)=0,\"\",AVERAGE(C24:G24))","v":""},{"$f":"IF(H24=\"\",\"\",IF(H24>=4,\"Green\",IF(H24>=3,\"Yellow\",\"Red\")))","v":""}]
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[{"$nulls":7},{"$f":"IF(COUNTA(C30:G30)=0,\"\",AVERAGE(C30:G30))","v":""},{"$f":"IF(H30=\"\",\"\",IF(H30>=4,\"Green\",IF(H30>=3,\"Yellow\",\"Red\")))","v":""}]
[{"$nulls":7},{"$f":"IF(COUNTA(C31:G31)=0,\"\",AVERAGE(C31:G31))","v":""},{"$f":"IF(H31=\"\",\"\",IF(H31>=4,\"Green\",IF(H31>=3,\"Yellow\",\"Red\")))","v":""}]
[{"$nulls":7},{"$f":"IF(COUNTA(C32:G32)=0,\"\",AVERAGE(C32:G32))","v":""},{"$f":"IF(H32=\"\",\"\",IF(H32>=4,\"Green\",IF(H32>=3,\"Yellow\",\"Red\")))","v":""}]
[{"$nulls":7},{"$f":"IF(COUNTA(C33:G33)=0,\"\",AVERAGE(C33:G33))","v":""},{"$f":"IF(H33=\"\",\"\",IF(H33>=4,\"Green\",IF(H33>=3,\"Yellow\",\"Red\")))","v":""}]
[{"$nulls":7},{"$f":"IF(COUNTA(C34:G34)=0,\"\",AVERAGE(C34:G34))","v":""},{"$f":"IF(H34=\"\",\"\",IF(H34>=4,\"Green\",IF(H34>=3,\"Yellow\",\"Red\")))","v":""}]

{"sheet":"Meeting Actions","index":6,"n_rows":5,"n_cols":11,"rows_kept":5,"merged":[[0,0,0,10],[1,0,1,10]]}
["MEETING ACTION & DECISION LOG"]
["Capture what was decided, who owns each action and when it is due."]
[]
["Meeting Date","Client/Meeting","Attendees","Topic","Decision/Key Point","Action Item","Owner","Due Date","Priority","Status","Notes/Link"]
["","Sample Company kickoff","Karie; Jordan","Onboarding","Weekly update every Friday","Send process questionnaire","Karie","","Medium","Open","Replace sample row"]