A ready-to-use spreadsheet (not a CRM) with columns for lead/customer name, company, phone, buyer type, lead source, product interest, estimated order value, date enquiry received, sales stage, quote sent, last contact, next follow-up, follow-up owner, expected close date, outcome, lost reason, repeat customer, referral opportunity, and notes — plus simple metrics for open opportunities, pipeline value, overdue follow-ups, quotes awaiting decision, won/lost opportunities, and conversion rate.
Want Help Applying This to Your Business?
Book a Business Growth Strategy Session™ and we'll walk through it with you.
Book a Business Growth Strategy Session™