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Spreadsheet · Digital download
Real Estate Lead Management Spreadsheet
Lead tracker for 500 leads with follow-up scheduling, and leads, conversions and conversion rate by source.
XLSX1 file42 KB
- Instant digital download — nothing is shipped.
- Secure checkout by Stripe.
- Version 1.0.4 · updated Nov 9, 2026.
Description
What's inside. Capture every lead (500 rows) with source, date received, stage, last contact and how often to follow up; the next follow-up date calculates and stops once a lead is converted or lost. The Sources sheet counts leads and conversions for each source and gives the conversion rate. The workbook opens filled with example figures so you can see it working; replace or delete them with your own.
Files and formats (XLSX). Real-Estate-Lead-Management.xlsx (XLSX, 4 sheets: Start Here, Leads, Lists, Sources, 42 KB). Every download also includes a licence summary (LICENCE.txt).
Licence. Standard Licence — use it for yourself, your household or your own business and print unlimited copies for that use; completed documents can go to your own clients. No reselling, sharing or redistributing the files.
Who it's for: Agents, landlords and property managers.
Included files
- Real-Estate-Lead-Management.xlsxLead log with follow-up scheduling and conversion by sourceXLSX
How to use
Open the .xlsx file and read the Start Here sheet. Replace yellow example rows with your own; blue cells calculate automatically.
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Frequently asked questions
Is this a physical product?
No. This is a digital download. Nothing is shipped — you download the files from your account after purchase.
How do I get my files?
After payment, go to My Downloads in your account. Your purchase stays available there to re-download.
What can I do with it?
Use for yourself, your household or your own business. Print unlimited copies for that use. No reselling or sharing the files.
Are the inspection forms a substitute for a licensed inspection?
No. They help you document walkthroughs. Use a licensed inspector where required.
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