Lead tracking template
Top of funnel, before the pipeline. Ten fields, one goal: no inbound enquiry sits unanswered for more than twenty-four hours.
What's in the template
- Name, Company, typed Email.
- Source: website form, inbound call, referral, event, advertising. This is the field that tells you where to put more money.
- Arrived on, Status (new, contacted, qualified, unqualified, converted).
- Assigned to and Next action: without those two, a lead tracker is a list of regrets.
- Stated need, Notes.
The filters that do the work
The template arrives with its typed columns. Each filter below takes two clicks on the grid, and it remembers your setup between visits.
- New: never contacted, oldest on top. This filter should be empty by end of day.
- To contact: next action due today or overdue.
- Qualified: the ones that become deals.
- By source: the count that decides your acquisition budget.
Why not a spreadsheet for this
- A lead landing in a form-responses tab has no status. So you add a column by hand in the very tab the form writes into, and that's exactly where overwrites start.
- Assignment doesn't hold in a shared file. Two reps call the same lead, or nobody calls it. An "assigned to" field, plus a filter per person, is enough to fix that.
- Source ends up as free text. "web", "website", "form", "site": four spellings, and your cost per lead stops meaning anything.
Your analysis stays in Google Sheets. Cost per lead, qualification rate, time to first contact: the table feeds your sheet and your pivot tables keep running.
FAQ
Can website leads land straight in the table? Yes, through a form that creates a typed row per submission, with status "new" by default.
How is this different from the CRM? This template qualifies; the simple CRM tracks deals. An unqualified lead has no business in a pipeline, and a qualified lead has no business staying here.
Do I need lead scoring? Rarely below a few hundred leads a month. At small volume the "stated need" field tells you more than a score.
This template is one of the Rowbase templates. If you're still weighing whether to leave your sheet, read replacing Google Forms and its responses tab instead.