Chase sheet | Recordsin

One row per MTD client for the current quarter. Open chase-sheet.csv in Excel, Numbers or Google Sheets.

Columns

Column	What to put in it
Client	The client's name as you use it day to day
Email	The address you chase
Income type	SE, Property or Both
Status	Not started, In progress, Done or Needs a call
Missing items	A short list of what's still outstanding. Update it after every reply.
Last chased	The date of the last email or call, as YYYY-MM-DD
Next chase	The date of the next planned email or call
Notes	Anything useful, such as "away until Friday", "partial pack received" or "files in Dropbox"

Copy this if you'd rather use a document than a spreadsheet.

On day 0, copy last quarter's sheet or clear the Status, Missing items and date columns. Set everyone to Not started and send the first requests. Set Last chased to today and Next chase to day 7.
When a reply arrives, update Missing items. If nothing is left, set Status to Done and clear Next chase.
On day 7, 14 and 21, filter for rows where Status is not Done. Send the matching template and update Last chased and Next chase.
After day 21, set anyone still open to Needs a call and put the call time in Notes.
After filing, you can add a Filed date column or archive the sheet as Q2-2026-27-chase.csv.

Status	Meaning
Not started	You haven't sent the first request yet
In progress	You've sent the request and are waiting for some or all items
Done	The checklist is complete for this quarter, and the client is ready to file or already filed
Needs a call	Emails haven't worked, or the client asked to talk

Keep Missing items accurate. An empty cell on an In progress row usually means you forgot to update it.