Sales Lead Tracker
Track leads from first contact to closed deal so none go cold.
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How it works
Leads go cold when there is no system: a promising contact gets buried, a follow-up never happens, and you cannot say what is actually in your pipeline. This template runs leads as a pipeline. You log new leads with their source, qualify each for fit and budget, send outreach, follow up with warm ones, move qualified leads to a proposal, and review the pipeline weekly. Apply it to keep new business steady instead of feast-or-famine.
What you get (7 tasks)
- Add new leads with source and contactmedium~15m
Log each new lead with where it came from and how to reach them. The source tells you which channels actually work.
#leads - Qualify each lead for fit and budgethigh~30m
Check whether the lead matches the work you want and can afford your rate. Disqualifying early saves wasted effort.
#leads#qualifying - Send the first outreach messagehigh~30m
Reach out to qualified leads with a short, specific message that shows you understand their problem.
#outreach - Follow up with warm leadsmedium~30m
Send a follow-up to leads who showed interest but went quiet. Most deals need more than one touch.
#outreach#follow-up - Move qualified leads to a proposalhigh~60m
For leads ready to buy, send a proposal that matches the conversation you have had so far.
#proposal - Weekly: review the pipeline and clear dead leadsmedium~30m
Go through every lead, update its stage, and close out the ones that have clearly gone nowhere.
#review - Log won and lost deals with the reasonmedium~15m
Record the outcome of each deal and why. The reasons reveal patterns worth fixing in your pitch and pricing.
#review
When to use this
- Keep every lead and its status in one place
- Qualify leads early so you do not chase poor-fit work
- Follow up on warm leads before they go quiet
- Learn from won and lost reasons to sharpen your pitch
Frequently asked
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