The Flip System: Client Pipeline Kit — Excel Lead Tracker & Quote Calculator
Track enquiries. Organise follow-ups. Build your next quote.
When client enquiries sit across messages, notes and spreadsheets, it becomes difficult to see who needs attention next.
The Flip System’s Client Pipeline Kit brings your lead tracker, pipeline overview and service quote calculator into one editable Excel workbook—giving you a practical structure for your next client conversation.
What you can do
• Track up to 100 opportunities, including client details, service, stage, deal value and next action.
• See your open opportunities, pipeline value and won deal value on a clear dashboard.
• Review weighted opportunity values using your own estimated chances of winning each deal.
• Identify overdue follow-ups and records needing attention using your chosen review date.
• Calculate a service quote from up to 20 work items, including hours, hourly costs, direct costs and markup.
• Calculate the deposit and remaining balance for your proposal.
Who it is for
Service-based SMEs, business owners, entrepreneurs, freelancers, consultants and trainers who want a straightforward way to organise enquiries and prepare cost-based quotes.
Learners can also use the fictional examples to practise lead tracking, follow-up planning and basic quoting.
What you receive
One ZIP download containing:
• An editable Excel workbook with Overview, Pipeline and Quote worksheets.
• A two-page quick-start PDF.
• Discovery follow-up, proposal and scope-change message templates.
• Start instructions and an end-use licence.
Getting started
Extract the ZIP, open the workbook in desktop Microsoft Excel and explore the fictional examples. Save a working copy, then replace the amber input cells with your own information. Grey cells calculate automatically.
No coding is required. Microsoft Excel is required and is not included.
Follow-up flags appear inside the workbook; it does not send automatic reminders. Weighted values are estimates, and quoted amounts exclude taxes. Use one currency throughout.
The included licence permits your own work and internal use within one organisation, including sharing completed quotes and reports with clients. Resale or redistribution of the editable templates is not included.