Lead Tracking Sheet for Local Businesses
A simple sheet for tracking who asked, what they wanted, where they came from, when to follow up and whether the enquiry became a sale.
| Date | Customer | Phone | Location | Need | Status | Follow-up |
|---|---|---|---|---|---|---|
| 11 Jun | Sample Customer | 0712... | Marurui | 20L refill | New Lead | Tomorrow |
| 11 Jun | Sample Customer 2 | 0798... | Membley | Cooking gas | Followed Up | Today |
| 11 Jun | Sample Customer 3 | 0700... | Kihunguro | Water + soda | Quoted | Friday |
What the Sheet Helps You Track
Good follow-up starts with knowing where every enquiry is and what should happen next.
WhatsApp Enquiries
Record customers who ask questions, request prices or send order details through WhatsApp.
Google Leads
Track calls and messages that come from your Google Business Profile or landing page.
Follow-Up Dates
Know exactly when to follow up instead of relying on memory or scrolling old chats.
Quotes & Orders
Track who has been quoted, who is waiting, who has paid and who needs another reminder.
Monthly Reporting
At the end of the month, see how many leads came in, where they came from and how many closed.
Better Sales Discipline
Your team stops guessing and starts following one simple process for handling enquiries.
Want PromoAI to set it up for your business?
We can customize the lead tracker for your branches, products, services, team members and follow-up process.