Source and campaign
Connect the enquiry to paid search, paid social, organic, referral or another channel.
Free Excel template
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
The workbook contains 200 ready-to-use rows, dropdowns, automatic response-time calculations and a compact summary. It stores no data online.
Connect the enquiry to paid search, paid social, organic, referral or another channel.
Calculate how long the business took to respond after the lead arrived.
Separate viable work from wrong-service, wrong-area, job-seeker and other poor-fit enquiries.
Follow the enquiry past the first contact so marketing can be judged against commercial outcomes.
Keep follow-ups visible until the opportunity is won or lost.
Weekly routine
Record every genuine enquiry once.
Update qualification and the reason when a lead is not viable.
Update quote, win and revenue outcomes.
Compare sources using qualified leads and completed work.
Make the numbers useful
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 →