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Build With 318 Lead Tracker | Excel Spreadsheet for Small Businesses

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$9.99
$9.99
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Keep potential clients organized and make follow-up easier with the Build With 318 Lead Tracker. This editable Excel workbook gives you one place to record inquiries, monitor conversations, track next steps, and see the value of your sales pipeline.

Your download includes:

  • An editable Excel workbook with space for up to 100 leads
  • A summary dashboard for total leads, new leads, scheduled appointments, follow-ups, proposals, clients won, and pipeline value
  • Dropdowns for lead source, business stage, appointment status, lead status, and priority
  • Fields for contact and business details, service interest, follow-up dates, estimated value, next action, and notes

Designed for startups, freelancers, consultants, and small service businesses that want a straightforward way to manage prospective clients.

Digital download: One Excel workbook (.xlsx). Microsoft Excel or a compatible spreadsheet app is required. This is a self-guided template; consulting services are not included.

You will get a XLSX (12KB) file