Digital Lead Tracker SPREADSHEET | $99
The Lead Tracking Spreadsheet
A lead tracking spreadsheet built for interior designers, architects, builders, and contractors who want to know exactly where their best clients come from.
How It Works
Here’s how the spreadsheet works, from first inquiry to forecasted growth.
Step 1: Track your leads
Log every inquiry in one place: where it came from, when they contacted you, and how far they moved through your sales pipeline. Just like a CRM!
Step 2: Analyze patterns
The spreadsheet pulls insights straight from your tracking tab:
→ Your conversion rate
→ Which months bring in the most (and least) leads
→ Where your best leads come from
→ Your average sales cycle
This is something not all CRMs do well.
Step 3: Forecast future growth
Want more projects next year? Or larger projects? The forecasting tab helps you estimate how many inquiries you’ll need to hit your goals.
What You Get
Built specifically for interior designers, architects, builders, and contractors — not a generic CRM template. You get:
- One-time payment. No subscription. Yours to keep and reuse every year.
- A lead tracking tab built for professional service firms
- Automatic conversion rate and sales cycle calculations
- A breakdown of your best-performing lead sources
- A forecasting tab to help you plan next year’s marketing
This Is for You If…
- You’re an interior designer, architect, builder, or contractor who wants to run your marketing on data
- You’re not sure which lead sources actually turn into paying clients
- You’re tired of guessing how much marketing you need to hit your revenue goals
- You want something simpler than a CRM, but more useful than a blank spreadsheet
“What gets measured gets managed.”
I’ve always liked the quote: “What gets measured gets managed.”
A lot gets clearer once you start properly tracking your leads and seeing where your good clients actually come from. That’s why I talk about lead tracking so much in our emails and on social — especially for interior designers, architects, builders, and contractors, where so much of the industry still runs on gut feel.
We used a free version of this spreadsheet internally for years. This one’s better. More tabs, more formulas, and a forecasting tool that helps you plan ahead instead of just looking back.
I hope it helps you run your marketing on data, not just vibes.
— Daniela
FAQ
1. Who is this for?
Professional service firms — especially interior designers, architects, builders, and construction companies who want a simple way to track leads and forecast growth.
2. Do I need any special software?
No. It’s a Google spreadsheet. All you need is a Google account.
3. Is this a subscription?
No. It’s a one-time payment of $99. The spreadsheet is yours to keep and reuse every year.
4. I already use a CRM. Do I still need this?
Most CRMs don’t calculate things like your average sales cycle or forecast how many leads you’ll need to hit a growth goal. This spreadsheet does both, and it’s built with your industry in mind.
5. What if I’m not good with spreadsheets?
It’s built to be simple. You fill in a few columns as leads come in, and the rest updates automatically. We’ve also included video tutorials to help guide you through the tabs.
6. Can I get a refund if it’s not for me?
All sales are final. No refunds on this product.