All templates
📇freelance

Sales Lead Tracker

Track leads from first contact to closed deal so none go cold.

We'll add these tasks after you sign up. Free, no credit card.

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

Ready to use it?

Apply this template in one click. Free, no credit card.