Lead Follow-Up Tracker
A simple structure for tracking inquiries before you need a full CRM.
Future ad slot. For now, this page should focus on original useful content.
Recommended columns
| Column | Purpose |
|---|---|
| Date received | Know how old the lead is. |
| Name | Identify the customer. |
| Contact | Email, phone, form, or social profile. |
| Source | Website, Google Ads, referral, social, walk-in. |
| Need | What the customer is asking for. |
| Budget | Known budget range, if mentioned. |
| Urgency | Low, medium, high. |
| Next step | Call, quote, consultation, send information. |
| Follow-up date | When to contact them again. |
| Status | New, contacted, quoted, won, lost. |
Automation idea
Once this table is working manually, automate the first step: every new form submission becomes a row, gets a category, and creates a follow-up reminder.