Free Lead Tracker + Follow-Up Schedule (lead = garam chai)
Ek sheet jo batati hai kaun sa lead thanda ho raha hai.
Quick answer
How should a small business track and follow up leads?
Log every enquiry in one sheet with the date, name and number, source, what they need, when the message came, when you replied, the status and a next follow-up date that is never blank. Reply within 5 minutes, follow up the next day, on day 3 with something useful, and on day 7 with a final polite check-in.
PDFFree · no signup
Print karo, pen se tick karo
- ✓Tracker columns
- ✓4 step-by-step actions
- ✓4 copy-paste WhatsApp templates
- ✓Ready-made tracker sheet
- ✓Aaj ka 5-minute kaam
Lead = garam chai
Customer ka message garam chai hai: turant piyo toh maza, der ki toh thandi. Marketing mein isko speed to lead kehte hain: lead aate hi kitni jaldi jawab. Customer aksar 2–3 jagah ek saath poochta hai, aur jo pehle bolta hai, bahut baar wahi deal le jaata hai.
Tracker columns
| Column | Kya likhna hai |
|---|---|
| Date | Lead kab aaya |
| Naam + number | |
| Source | Instagram / Google / WhatsApp / call / walk-in |
| Kya chahiye | Ek line |
| Message time | Kab aaya |
| Reply time | Aapne kab jawab diya |
| Status | New · Baat chal rahi · Visit · Won · Lost |
| Next follow-up | Date, khaali kabhi nahi |
| Notes |
Follow-up schedule
- 1Turant (5 minute mein)Pehla jawab. Raat ko away message.
- 2Agle dinChhota sa: "Koi sawaal ho toh batayein 🙏"
- 3Teesre dinKuch useful bhejo: photo, price, slot.
- 4Saatve dinAakhri polite check-in. Phir mahine mein ek baar.
Follow-up messages (copy karo)
Turant (pehla jawab)
Agle din
Teesre din (kuch useful)
Saatve din (aakhri)
Tracker download karo
CSV file Google Sheets ya Excel mein khul jaati hai (File → Import).
Kal ke saare leads dekho: kitni der mein reply kiya? Har lead ke aage follow-up date likho.
Aksar pooche jaane wale sawaal (FAQ)
Do I need a CRM to track leads?
Not to start. A simple sheet with a reply-time and next follow-up column is enough for a small business. Move to a CRM when the sheet gets too big to manage.
What is speed to lead?
It is how quickly you reply after an enquiry arrives. Customers often ask 2–3 businesses at once, and the one that answers first often gets the deal.
What columns should a lead tracker have?
Date, name and number, source, requirement, message time, reply time, status (new, in discussion, visit, won, lost), next follow-up date and notes.
How do I open the free tracker?
Download the CSV and open it in Google Sheets (File → Import) or Excel.
Raat ko lead aaye toh kya karein?
WhatsApp Business mein away message laga do, aur subah sabse pehle us lead ko reply karo.
No time to do it yourself?
Vistrow sets all of this up for your business: Google profile, reviews, website and leads.
Chat on WhatsApp: 90670 97779