Description
A lead that goes quiet for three weeks is not still “in progress”
Most pipelines live in someone’s head, or scattered across emails and sticky notes. Nobody notices a lead has gone cold until a client calls asking why nobody followed up.
This kit gives every lead one home, flags the ones that have gone stale automatically, and shows you where your funnel is actually leaking — not where you assume it is.
What you get
1. A 10-sheet Excel workbook
- Start Here — how the sheets connect
- Lead Log — every lead, with source, owner, deal value, and current stage
- Stale Leads Alert — flags any lead stuck in New or Contacted for more than 14 days
- Funnel Stage Summary — how many leads and how much value sits at each stage right now
- Funnel Conversion Rates — a snapshot of where your funnel is thinnest, stage to stage
- Lead Source Performance — win rate and value by source, so you know what’s actually working
- Owner Performance — win rate by owner, for coaching conversations, not just scorekeeping
- Monthly Lead Volume — new leads and leads won by month, with a chart
- Lead Lookup — type a lead, see their full record instantly
- Dashboard — total leads, win rate, active pipeline value, and stale lead count, live
2. An 11-page companion guide (PDF)
How to set up a funnel stage system that matches how you actually sell, how to read a stage-to-stage conversion rate without over-reading it, what counts as a stale lead and why 14 days is the default, and a short weekly pipeline review routine.
3. A Notion template
An importable Notion workspace mirroring the key tracking tables, with a quick-reference section and a next-actions checklist.
Built for
- Sales teams and solo founders who currently track leads in their inbox or their memory
- Anyone who has had a lead go cold without noticing until it was too late
- Teams who want to know which lead source is actually worth the budget, not just which feels biggest
- Managers who want a fair, numbers-based way to review rep performance
What’s in the file
- 1 x Excel workbook (.xlsx) — formulas live and editable
- 1 x PDF companion guide, 11 pages
- 1 x Notion import file (Markdown) — key tables ready to import
- Delivered as a single ZIP, available immediately after payment
Compatibility
Microsoft Excel 2016 and later, Microsoft 365, Google Sheets, and LibreOffice Calc. Works with any currency, any channel, and any naming convention — you enter your own data rather than being locked into a fixed list of platforms or categories.
This is a planning and organization tool. It does not constitute tax, accounting, legal, or financial advice. Results depend on the accuracy of the figures you enter.
Frequently asked questions
Does this replace a CRM?
For a small pipeline, yes — it covers logging, stages, stale alerts, and source performance. For a large sales team with automation needs, think of it as a clean starting point or a lightweight alternative.
How many leads can I log?
The log ships with room for 40 entries — copy a row down to add more.
What counts as a “stale” lead?
Any lead sitting in New or Contacted for more than 14 days, flagged automatically — you can change the threshold in one formula if your sales cycle runs longer.
Can more than one person use it?
Yes — the Owner column is built for exactly that, with a performance summary already broken out by owner.
Will this work in Google Sheets?
Yes. Upload to Google Drive and open with Google Sheets — formulas, dropdowns, and the chart all carry over.
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