Need a clearer way to organize leads and know who needs follow-up?
I’ll build a simple lead tracking and follow-up system using Google Sheets or another agreed basic tool, using the leads and information you already have.
What’s included
Organized lead tracker for up to 50 client-supplied leads
Clear stages/statuses
Owner, next action, and follow-up date fields
3 reusable customer follow-up templates
Simple handoff/walkthrough
1 revision
Good fit for
Small businesses tracking leads manually
Businesses using scattered notes, emails, or spreadsheets
Teams that need a clearer follow-up process
Owners who want visibility into what happens next
Not included
Lead generation, prospect sourcing, scraping, outbound sending, mass messaging, CRM migration, integrations, or automation.
If you need CRM automation, integrations, routing, or a larger sales workflow, that will be scoped separately.
Need a clearer way to organize leads and know who needs follow-up?
I’ll build a simple lead tracking and follow-up system using Google Sheets or another agreed basic tool, using the leads and information you already have.
What’s included
Organized lead tracker for up to 50 client-supplied leads
Clear stages/statuses
Owner, next action, and follow-up date fields
3 reusable customer follow-up templates
Simple handoff/walkthrough
1 revision
Good fit for
Small businesses tracking leads manually
Businesses using scattered notes, emails, or spreadsheets
Teams that need a clearer follow-up process
Owners who want visibility into what happens next
Not included
Lead generation, prospect sourcing, scraping, outbound sending, mass messaging, CRM migration, integrations, or automation.
If you need CRM automation, integrations, routing, or a larger sales workflow, that will be scoped separately.