Client Management System — Automated Document Builder & Workflow Suite

A streamlined, done-for-you system built for service-based businesses that need clean organization, fast onboarding, and consistent documentation every time.

This system takes a single client entry and handles everything behind the scenes. It creates the client sheet, generates the folder structure, formats the workspace, and prepares all documents through your pre-made templates. With one click, it produces a full packet, converts each file to PDF, and drafts the email ready to send.

Your dashboard stays updated as you work, displaying active clients, dates, and links to each client’s sheet and folder. Supplies, activities, and add-ons update from your selections automatically.

Everything runs inside Google Sheets and Google Drive, so it stays lightweight, fast, and simple for your team to use.

Key Functions

• Create a new client in seconds
• Auto-generate organized Drive folders
• Build primary, secondary, and additional documents from your templates
• Produce a complete PDF packet + email draft instantly
• Maintain a live, sortable dashboard
• Track supplies and activity selections for each booking
• Keep everything consistent, accurate, and ready for your workflow

Ideal for travel professionals, event planners, coordinators, and any business that relies on recurring document workflows.

No coding required. You receive your own ready-to-use system — formatted, installed, and fully customizable.