Client Pipeline & Follow-Up Tracker

Know who to follow up with — and when.

An editable Excel lead tracker for service businesses who want one place for inquiries, quotes and next steps, without a monthly CRM subscription.

What's inside

• 120-lead register: contact name, service, lead source, quoted amount, deal stage, last contact and follow-up due date.
• Follow-up flags: overdue, due today, upcoming, later or closed.
• Weighted pipeline: editable stage probabilities to estimate potential opportunities.
• Dashboard: open quote value, won deal value, win rate, stage breakdown and follow-up workload.
• Follow-up scripts: five customizable client email or DM examples.

Delivery: one editable Excel (.xlsx) workbook. Digital download; no physical delivery. One-time price: $15. No subscription.

Use: start with START HERE, replace blue sample inputs, and review calculated fields. Fictional customer information and figures are included only to demonstrate the features.

Compatibility: 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.

Internal-use license for one business. No redistribution/resale. Planning aid only; revenue projections are estimates, not guarantees. Not legal, tax or financial advice.