Free template
WhatsApp lead tracker
A spreadsheet for logging every enquiry from WhatsApp, Instagram, calls and walk-ins: who's handling it, what stage it's at and when to follow up.
What’s inside
- One row per enquiry, with the date, channel, customer and what they asked for
- Stage, owner and next follow-up date for every lead
- Overdue follow-ups highlighted automatically
- A summary of enquiries by channel, and how many became sales
- A short guide to setting it up in an afternoon
Excel workbook, works in Google Sheets
| A | B | C | D | E | F | G | H | |
|---|---|---|---|---|---|---|---|---|
| 1 | Date received | Channel | Customer | What they asked for | Value (GHS) | Owner | Stage | Next follow-up |
| 2 | 02/10 | Ama | 3-seater sofa, delivery to Tema | 4,500 | Sales desk | Quoted | 06/10 | |
| 3 | 03/10 | Kwame | Dining set price | 7,200 | Sales desk | Won | ||
| 4 | 03/10 | Phone call | Esi | Office chairs x 12 | 9,600 | Yaw | Replied | 04/10 |
| 5 | 04/10 | Walk-in | Kofi | Bed frame | 3,100 | Sales desk | New | 04/10 |
Your copy
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