A simple Excel client tracker for coaches, consultants, freelancers and solo service providers who get inquiries by DM, WhatsApp, email or referral.

Add each lead once, log every conversation, and the Follow-Ups tab shows who to contact next, overdue first.

What’s included:

• 2 Excel files: a sample-data copy + a blank copy
• 7 tabs: Start Here, Dashboard, Follow-Ups, Leads, Contact Log, Pipeline, Settings
• Dropdowns for channel, service, stage and priority
• Follow-up status in words (Overdue, Today, Soon)
• Pipeline board and Dashboard
• Room for 500 leads and 2,000 log lines

Works with Microsoft Excel or Excel for the web (free). Not made for Google Sheets or Apple Numbers.

Digital download. Nothing is shipped.