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Fiverr Pro
English
$
USD
I will create a lead and client tracker spreadsheet
🎨 I'm a versatile designer skilled in UI/UX, branding, and product visualization. I create clean, functional designs—from intuitive interfaces to impactful logos and marketing visuals for businesses ...
About this Gig
Struggling to keep track of your leads and clients? I'll set you up with a clean, ready-to-use spreadsheet that does it for you.
This isn't a boring blank template it's a working system:
- Auto-updating dashboard (total leads, win rate, follow-ups due today)
- Color-coded status tracker (New Contacted In Progress Won/Lost)
- Automatic overdue follow-up alerts, so you never lose a lead
- Clean, easy-on-the-eyes design you can keep open all day
Perfect for freelancers, small business owners, sales reps, agencies, or anyone tired of losing track of who they need to follow up with.
Works in both Excel and Google Sheets. No complicated setup just open it and start adding leads.
Want it customized with your business name, your own categories, or extra tracking tabs? Check out my Standard and Premium packages.
Message me before ordering if you have specific columns or a workflow you'd like built in happy to tailor it to you.
FAQ
Does this work in Google Sheets, or only Excel?
Both! You'll get an Excel (.xlsx) file that opens perfectly in Excel and can also be uploaded directly to Google Sheets.
Can I add my own columns or categories?
Yes — the Basic package comes as-is, but Standard and Premium include customization to match your business (your categories, branding, and colors).
Do I need any special software or skills to use this?
No. If you can open a spreadsheet, you can use this. Everything is pre-built with dropdowns and automatic formulas — just start typing in your leads.
How fast can I get this?
Basic delivers in 2 days (or 1 day with the fast delivery add-on). Standard and Premium take a bit longer since they include customization.
