Simple Communication Log | Google Sheets Template for tracking client communication
The Productive Analyst
Streamline your communication tracking with this Simple Communication Log designed for Behavior Analysts, behavior technicians, teachers, and any other professional managing clients or caseloads. This digital Google Sheets template is perfect for logging all interactions with client caregivers, team members, and other stakeholders. Stay organized and ensure no communication is missed with this easy-to-use, customizable tool.
Streamline your communication tracking with this Simple Communication Log designed for Behavior Analysts, behavior technicians, teachers, and any other professional managing clients or caseloads. This digital Google Sheets template is perfect for logging all interactions with client caregivers, team members, and other stakeholders. Stay organized and ensure no communication is missed with this easy-to-use, customizable tool.
Features:
1. Comprehensive Communication Log: Document client communication details, including client name, date, time, mode of contact, person contacted, and a summary of the discussion.
2. Follow-up Tracker: Mark communication that requires follow-up and set a date for a reminder.
3. Organized Sorting: Sort entries by client, date, or mode of communication to quickly access relevant details.
4. Monthly Logging: Duplicate the sheet to create a fresh log for each month, keeping your records clear and easy to navigate.
5. Sleek Design: The simple and professional layout allows for seamless data entry and quick reference.
6. Editable Template: Make a copy and customize the log to fit your specific needs and workflows.
What’s Included:
1. A Google Sheets template with columns for client names, dates, modes of communication, and follow-up reminders.
2. Clear instructions for getting started, including sorting tips and how to set up new sheets for each month.
How to Use:
1. Make a copy of the provided Google Sheet for your own use.
2. Input all communication details such as client name, date, and summary of discussion.
3. Mark follow-ups and set dates as reminders.
4. Duplicate the sheet monthly to keep communication logs organized and easy to access.
5. Sort by client name, date, or communication type using the built-in filters.
This tool is ideal for professionals looking to keep track of all communications with caregivers, team members, and others involved in client care. Simplify your tracking and ensure consistent communication management with this versatile log.
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