small business lead project tracker Excel
Keep leads and delivery work in one small-business tracker
When sales follow-up and project delivery live in different notes, opportunities get missed. This workbook keeps the handoff visible from lead to completed work.
What this workflow is for
- Track leads and next follow-up dates
- Move accepted work into active projects
- Keep deadlines and delivery status visible
- Review open work during a weekly operating check
- Use one file instead of scattered notes
Simple ownership model
This is a one-time digital download for manual use. You keep the workbook locally, decide what data to enter and can adapt the process to your own situation. It does not promise financial, business, traffic, productivity or AI-output outcomes.
Get it for $19 →