No-Open CRM Follow-up Tracker | Client Follow-Up Spreadsheet

Quit the CRM you never open — a lightweight next-action queue for freelancers & digital sellers who need follow-ups without Salesforce.

Who it's for:

• Freelancers and indie sellers who avoid classic CRMs because data entry hits at the worst moment
• - Digital product makers who track leads in DMs, email, and calls
• - Solo operators who need "who's overdue?" and "what's next?" in under 10 minutes a day

What you get (Excel workbook):

1. START HERE — 5-minute setup + color legend
2. 2. DASHBOARD — open leads, due today, overdue, won this month, reply rate, pipeline value + chart
3. 3. CONTACTS (50 rows) — Name, Company, Role, Source, Channel, Stage, Priority, Last touch, Next action, dates, Deal value, notes
4. 4. FOLLOW-UPS — next-action queue with days-since-touch and days-until-due aging
5. 5. WEEKLY REVIEW — weekly cadence log
6. 6. SAMPLE NOTES — fictional samples so KPIs aren't empty

Dropdowns for Channel / Stage / Priority. Conditional formatting highlights overdue next-action dates. Works in Excel and Google Sheets. No macros. One-time purchase. Instant download.

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