Sales Follow-Up CRM Tracking Spreadsheet

By Tune (AS_Tune)Google Ads & SEO practitioner since 2014

Updated Oct 27, 2026

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Downloadable and copyable sales pipeline tracking template in Markdown and CSV format.

Standard Follow-Up Tracking Schema

Contact Name	Company	Deal Value	Stage	Touch Count	Next Action Date
Sarah Jenkins	Nexus Freight	[deal value]	Quote Sent	3 of 7	Oct 14 (Phone Call)
David Miller	Solas Legal	[deal value]	Discovery Booked	1 of 5	Oct 15 (Discovery Call)

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The science: Answer new leads within the hour

Firms that tried to contact a web lead within an hour were nearly seven times as likely to qualify it as firms that waited longer. (Source: Oldroyd, McElheran & Elkington, Harvard Business Review, 2011)

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Follow-up cadence calculator

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