Lead Sheet Quick Start: Inquiry Tracker for Small Service Businesses

Lead Sheet Quick Start is a small, practical download for solo owners and tiny service teams who already get inbound inquiries and need one place to track them.

Inside the download

- Excel lead tracker (LEADS-TEMPLATE.xlsx) with a Start Here tab and status dropdowns

- Matching CSV (LEADS-TEMPLATE.csv) with the same columns (CSV does not keep Excel dropdowns)

- One-page Quick Start PDF

How to use it

1. Open the Excel file (or import the CSV).

2. Delete the EXAMPLE Lead row (synthetic demo only).

3. Log each warm inbound inquiry as one row.

4. Keep a dated next step while the lead is open.

5. Mark Sent only after you press Send in your own email app.

This Quick Start is the tracker and setup page only. It does not send email, book jobs, or connect to your inbox. No automatic sending. No integrations included.

Optional upgrade (separate paid product, not included): Front Desk Lead Kit ($14) adds reply drafts, a full playbook, and a 30-day rollout: https://payhip.com/b/4nyqg

Built for cleaners, HVAC shops, freelancers, and similar service businesses. Warm inbound only.

Customize for one business. Instant digital download. Not legal, tax, or booking advice.

5 benefits

- See which inquiry still needs a next step

- Excel dropdowns for source and status (desktop Excel / compatible apps)

- CSV twin for plain-text workflows

- One-page setup you can finish in minutes

- Clear upgrade path to the full Front Desk Lead Kit if you want replies and a rollout plan