product image

HVAC Lead & Follow-Up Tracker

$37

Never lose another lead. Close more jobs.

A full 4-tab Excel system: a live Dashboard showing every overdue follow-up, a Lead Tracker with 200 rows, color-coded conditional formatting (red = overdue, green = won), dropdown menus for status/source/job type, a Follow-Up Scripts tab with word-for-word call/text scripts baked in, and a Monthly Performance Summary that auto-calculates close rate and average job value.