Free Excel template

Track the lead.
Not just the click.

A practical tracker for WhatsApp messages, calls, forms and emails. See which sources create qualified work, how quickly leads receive a response and what ultimately becomes revenue.

Download the Excel tracker ↓

Included

One operating sheet.
Five useful answers.

The workbook contains 200 ready-to-use rows, dropdowns, automatic response-time calculations and a compact summary. It stores no data online.

01

Source and campaign

Connect the enquiry to paid search, paid social, organic, referral or another channel.

02

Response time

Calculate how long the business took to respond after the lead arrived.

03

Qualified and reason

Separate viable work from wrong-service, wrong-area, job-seeker and other poor-fit enquiries.

04

Quote, win and revenue

Follow the enquiry past the first contact so marketing can be judged against commercial outcomes.

05

Next action and date

Keep follow-ups visible until the opportunity is won or lost.

Weekly routine

Use it for fifteen minutes each week.

  1. 01

    Record every genuine enquiry once.

  2. 02

    Update qualification and the reason when a lead is not viable.

  3. 03

    Update quote, win and revenue outcomes.

  4. 04

    Compare sources using qualified leads and completed work.

Make the numbers useful

Connect the tracker to your affordable lead cost.

Once you know your real lead-to-sale rate and gross profit per customer, use those figures to decide what a qualified lead can sustainably cost.

Open the lead-cost calculator →
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