Lead Tracker (Foolproof Gsheet)

Try Our Simple Lead Tracker (Your Secret Weapon)

It’s nothing magical, but it is a Google Sheet that’s foolproof, so you can skip the headaches of setup. Here’s how it’s laid out:

1. Pipeline (Q1 – Q4) Tab
   • This is your front line. Add every new lead with the basics: date, contact info, and—most importantly—lead source (referral partner, Google search, networking event, etc.).
   • Pro Tip: Update this at least weekly so you’re never lost when you look back months later.
2. Overview Tab
   • A quick, at-a-glance summary of how your lead generation is performing over the quarter or year. Perfect if you want to see if you’re actually hitting your goals.

1. Access the Lead Tracker Template.
2. Select File > Make a Copy.
3. Rename it, share it with your team, and start logging those leads!

Need more info? Find out where your leads come from, and more details about our lead tracker.