Business Holiday Card & Gift Tracker

Description

Simplify holiday gifting and stay organized with a tracker designed for busy real estate agents who want to show appreciation to clients and vendors during the holidays without feeling overwhelmed. This holiday client gift tracker makes the process easy, efficient, and stress-free, helping you plan meaningful gifts and impress clients with thoughtful, well-planned gestures every year.

Assign clients to gift tiers (e.g., Tier 1: $20 chocolates, Tier 2: $50 wreaths, Tier 3: Premium baskets) and plan gifts without overthinking, with space for up to 10 tiers. Keep a primary contact list of all your clients, vendors, and contacts that you can update each year and duplicate the tab to save time. Set a budget, assign cards and gifts to your contacts, and monitor spending so nothing slips through the cracks. Assign a method of delivery for each card or gift, set a delivery date, and track progress. Enjoy auto-populating graphs and charts designed to keep you on track. The ready-to-use Google Sheet is fully customizable. Includes step-by-step instructions for using the template.

What's Included:

• Single-Tab Holiday Planner (Easily Add to Any Google Sheet)
• Tiered Gifting System (Up to 10 Tiers)
• Contact List (Update & Duplicate Each Year)
• Budget Tracker (Set Budget, Assign Cards/Gifts, Monitor Spending)
• Delivery Tracker (Method, Date & Progress)
• Auto-Populating Graphs & Charts
• Fully Customizable Google Sheet
  
• Step-by-Step Instructions
• Purchase Once, Use Unlimited Times

Requirements: Requires a Google account. Designed for Google Sheets only—not compatible with Excel. Digital download only—no physical product will be shipped.