Digital product
Simple CRM & Lead Tracker
Every lead with its stage, age and next step, plus the two things a spreadsheet CRM normally hides: how long leads sit before anyone touches them, and which source produces leads that actually close.
xlsx· v2.0· 115.2 KB
What you’ll get
- Log leads on Leads. Only the yellow columns.
- Ageing flags leads nobody has touched: silence, not rejection, is what kills them.
- Sources shows which channel produces leads that close, not just leads that arrive.
- Diagnostics tells you whether you need more leads or better follow-up.
- 12 tabs, including a live dashboard, a diagnostics read-out and benchmarks
- Excel workbook with every formula visible and unlocked inputs, so you can change anything
- Worked examples built in: five filled scenarios you can switch between and edit
- Yours to keep. Works offline, no subscription, no account needed to open it
