{"product_id":"leads-and-clients-tracker-excel-template","title":"Leads and Clients Tracker Excel Template | Leads Pipeline, Lead Sources, Client Book and Follow Ups","description":"\u003cp\u003eFor 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.\u003c\/p\u003e\n\u003ch4\u003eWhat it covers\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003eLeads pipeline tracking every enquiry from first call to won or lost\u003c\/li\u003e\n\u003cli\u003eDashboard showing which lead sources actually bring in work\u003c\/li\u003e\n\u003cli\u003eClient book so past customers are easy to contact again\u003c\/li\u003e\n\u003cli\u003eShows how quickly you chase each enquiry\u003c\/li\u003e\n\u003cli\u003eSetup tab for your own lead sources and lists\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eWho it is for\u003c\/h4\u003e\n\u003cp\u003eSuits builders, electricians, plumbers, decorators, cleaners, landscapers and any small business that quotes for work.\u003c\/p\u003e\n\u003ch4\u003eWhat is inside\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003eEasy Setup, your lists in one place so every dropdown matches how you work\u003c\/li\u003e\n\u003cli\u003eHow To Use and Quick Start guides, from download to working in ten minutes\u003c\/li\u003e\n\u003cli\u003eDashboard\u003c\/li\u003e\n\u003cli\u003eLeads Pipeline\u003c\/li\u003e\n\u003cli\u003eClient Book\u003c\/li\u003e\n\u003cli\u003eNotes and Actions, Log and Diary, Goals and Targets and Weekly Review tabs\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eHow it works\u003c\/h4\u003e\n\u003cp\u003eOpen 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.\u003c\/p\u003e\n\u003ch4\u003eWhat you get\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003eOne editable Excel (.xlsx) workbook with 10 tabs\u003c\/li\u003e\n\u003cli\u003eBuilt for Microsoft Excel, no macros and no formulas for you to write\u003c\/li\u003e\n\u003cli\u003eExample rows included so you can see every feature working\u003c\/li\u003e\n\u003cli\u003eCommercial licence, use in your own business, not for resale\u003c\/li\u003e\n\u003cli\u003eInstant digital download, no physical item shipped\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eSmall print\u003c\/h4\u003e\n\u003cp\u003eTemplate 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.\u003c\/p\u003e","brand":"SiteSums","offers":[{"title":"Default Title","offer_id":58622771495256,"sku":null,"price":19.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1005\/9166\/5496\/files\/leads-and-clients-tracker-excel-template-08-macbook-ipad.jpg?v=1790977935","url":"https:\/\/sitesums.co.uk\/products\/leads-and-clients-tracker-excel-template","provider":"SiteSums","version":"1.0","type":"link"}