Northvault Lead Follow-Up Tracker — Simple Excel CRM for Small Businesses

Stop letting good leads disappear in scattered notes. The Northvault Lead Follow-Up Tracker is an editable Excel workbook for solo operators and small service businesses. Capture each lead, set the next follow-up, prioritize opportunities, and see weighted pipeline value without a complicated CRM subscription.

Included:

• Formula-driven dashboard

• 200 editable lead rows

• Status, priority, owner, and follow-up fields

• Overdue and due-today follow-up flags

• Follow-Up Queue operating guide

• Lists and definitions

No live call is required. This is a one-time digital download and contains no real customer or prospect data. Replace the clearly labeled demo row before use and store only authorized business contact details.