Client Enquiry & Follow-Up Tracker | Excel Business Template

Never lose track of a client enquiry again

Keep enquiries, quotes and follow-ups organised with this easy-to-use Excel tracker, designed for freelancers and small service businesses.

What's included:

• Client enquiry tracker with status, source and estimated job value
• Dashboard showing active enquiries, overdue follow-ups and pipeline value
• Follow-up dates and spreadsheet alerts
• 12 editable customer message templates
• Quick-start instructions and example entries

Who is it for?

Freelancers, cleaners, tradespeople, photographers, consultants and other service-based businesses looking for a simple way to organise potential customers.

What you'll receive

One downloadable Excel (.xlsx) workbook with four worksheets: START HERE, LEADS, DASHBOARD and MESSAGES.

No monthly subscription. The workbook does not automatically send emails or contact customers.

Price: £9 - one-time purchase.