When to Use this Lead Tracking Sheet
- Managing your first 25-75 sales leads. The spreadsheet comfortably handles this volume with 1-2 hours of weekly maintenance. You'll track lead sources, conversation notes, and follow-up dates without feeling overwhelmed.
- Adding fewer than 10 new leads per week. If you're generating 5-10 new leads weekly from networking, referrals, or early marketing efforts, manual tracking is manageable and educational. You'll learn which lead sources convert best.
- Testing and refining your sales process. Use the first 2-6 months with this spreadsheet to experiment with different qualification criteria, follow-up cadences, and closing techniques. This hands-on approach teaches you what works before you automate.
- Working solo or with one sales partner. The template works well for individual contributors or small two-person teams using Google Sheets for basic collaboration.
- Want to minimize costs while bootstrapping. Completely free with no subscriptions - track leads in tools you already have (Excel, Google Sheets).