{"product_id":"client-pipeline-follow-up-tracker","title":"Client Pipeline \u0026 Follow-Up Tracker","description":"\u003ch2\u003eKnow who to follow up with — and when.\u003c\/h2\u003e\u003cp\u003eAn editable Excel lead tracker for service businesses who want one place for inquiries, quotes and next steps, without a monthly CRM subscription.\u003c\/p\u003e\u003ch3\u003eWhat's inside\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003e120-lead register:\u003c\/strong\u003e contact name, service, lead source, quoted amount, deal stage, last contact and follow-up due date.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFollow-up flags:\u003c\/strong\u003e overdue, due today, upcoming, later or closed.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWeighted pipeline:\u003c\/strong\u003e editable stage probabilities to estimate potential opportunities.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDashboard:\u003c\/strong\u003e open quote value, won deal value, win rate, stage breakdown and follow-up workload.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFollow-up scripts:\u003c\/strong\u003e five customizable client email or DM examples.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cstrong\u003eDelivery:\u003c\/strong\u003e one editable Excel (.xlsx) workbook. Digital download; no physical delivery. One-time price: $15. No subscription.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eUse:\u003c\/strong\u003e start with START HERE, replace blue sample inputs, and review calculated fields. Fictional customer information and figures are included only to demonstrate the features.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eCompatibility:\u003c\/strong\u003e Microsoft Excel recommended. Google Sheets or Apple Numbers compatibility is not guaranteed. This file does not send emails, set notifications, connect to a CRM or automatically import contacts.\u003c\/p\u003e\u003cp\u003e\u003csmall\u003eInternal-use license for one business. No redistribution\/resale. Planning aid only; revenue projections are estimates, not guarantees. Not legal, tax or financial advice.\u003c\/small\u003e\u003c\/p\u003e\u003csection style=\"margin-top:24px;padding:18px 20px;border:1px solid #dce5e7;border-radius:10px\"\u003e\u003ch3\u003eGet all 3 tools and save $14\u003c\/h3\u003e\n\u003cp\u003eAlso need help with pricing, client follow-ups and cash flow? The \u003ca href=\"\/products\/service-business-operations-bundle-3-excel-toolkits\"\u003e\u003cstrong\u003e3-Tool Operations Bundle\u003c\/strong\u003e\u003c\/a\u003e includes all three complete Excel workbooks for \u003cstrong\u003e$39\u003c\/strong\u003e (a $53 combined value). One-time purchase, no subscription.\u003c\/p\u003e\u003c\/section\u003e","brand":"Business Tools Studio","offers":[{"title":"Default Title","offer_id":68052516864187,"sku":"BTS-PIPELINE-001","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0779\/2859\/5643\/files\/bts-client-pipeline-cover_8082065f-7239-4966-b05a-94160273bb9b.png?v=1793344133","url":"https:\/\/businesstoolsstudio.shop\/products\/client-pipeline-follow-up-tracker","provider":"Business Tools Studio","version":"1.0","type":"link"}