Leads and Clients Tracker Excel Template | Leads Pipeline, Lead Sources, Client Book and Follow Ups

For trades and small service businesses that take enquiries by phone, email and word of mouth. Leads get forgotten and nobody knows which adverts actually bring in work. This workbook logs every enquiry from first call to won or lost, keeps your past clients in one place and shows which sources fill the diary.

What it covers

• Leads pipeline tracking every enquiry from first call to won or lost
• Dashboard showing which lead sources actually bring in work
• Client book so past customers are easy to contact again
• Shows how quickly you chase each enquiry
• Setup tab for your own lead sources and lists

Who it is for

Suits builders, electricians, plumbers, decorators, cleaners, landscapers and any small business that quotes for work.

What is inside

• Easy Setup, your lists in one place so every dropdown matches how you work
• How To Use and Quick Start guides, from download to working in ten minutes
• Dashboard
• Leads Pipeline
• Client Book
• Notes and Actions, Log and Diary, Goals and Targets and Weekly Review tabs

How it works

Open the file in Microsoft Excel and start on the Easy Setup tab. Swap the sample lists for your own and every dropdown in the workbook updates. White cells are yours to type in and blue tinted cells calculate themselves, so there are no formulas to write. The example rows show every feature working, overtype them with your own figures and the totals and charts update as you go.

What you get

• One editable Excel (.xlsx) workbook with 10 tabs
• Built for Microsoft Excel, no macros and no formulas for you to write
• Example rows included so you can see every feature working
• Commercial licence, use in your own business, not for resale
• Instant digital download, no physical item shipped

Small print

Template only. The names, jobs and figures shown in the product images and in the example rows are examples only, overtype them with your own. A planning and record keeping aid, not professional advice, so check big decisions with the relevant professional.