Lead Tracker for Service Businesses

For service businesses, the job usually goes to whoever calls back first and follows up properly. This workbook logs every call, form and message from first contact to won or lost job, and shows where your marketing money actually turns into work.

Enter each lead (up to 3,000) with the date and time it arrived and when you first responded, its source, service and estimated value, then the quote, follow-ups and outcome. Every lead gets a response time in hours, a speed bucket, a within-target check against your own goal, an outcome, revenue (final job value or the quote) and a next action: Respond now, Follow-up due, Chase quote or Set next step. The Follow-Up List pulls every lead that needs action onto one printable page. Add monthly spend per source and Source ROI shows leads, close rate, revenue, cost per lead, cost per won job and ROI for each one. Speed and Loss compares close rates by how fast you answered, totals lost reasons with their estimated value, and shows results by service. Monthly tracks the trend; the Dashboard has 15 headline numbers and two charts.

Included: worked-example and blank workbooks (9 sheets, 31,013 formulas; the example is a fictional plumbing company with 838 leads), plus a 5-page PDF guide in US Letter and A4 with a quick start, what each next action means, speed-to-lead tips and wording, a worked example and a monthly marketing review. Google Sheets copy: pending.

General information, not marketing, legal or financial advice.