Contractor lead follow-up spreadsheet
Organize quiet leads and unclosed estimates in one practical workbook. It automatically calculates priority, follow-up dates, overdue status, and the recommended next action.
Upload a completed CSV to the free scanWhat to track
Enough detail to prioritize—not another admin project.
Start with what you already know. Add engagement data only when your estimate or email tool makes it available.
| Column | Priority | Why it helps |
|---|---|---|
| first_name + last_name | Essential | Identifies the customer so each follow-up can be personal. |
| email + phone | Recommended | Keeps the expected contact channels with the lead. |
| service | Essential | Names the project or service the customer requested. |
| estimate_value | Recommended | Helps prioritize higher-value opportunities. |
| status | Essential | Shows whether the estimate is pending, open, or already closed. |
| last_contact_date | Recommended | Shows how long the conversation has been quiet. |
| estimate_opens | Optional | Adds a useful engagement signal when your estimate tool provides it. |
| link_clicked | Optional | Highlights customers who interacted with a proposal or financing link. |
| notes | Optional | Records timing, objections, or the next agreed step. |
Frequently asked questions
From spreadsheet to follow-up plan.
Can I open the template in Excel or Google Sheets?
Yes. The smart tracker is an Excel workbook that can also be imported into Google Sheets. A plain CSV version is available when you only need the lead-list structure.
Do I need every column?
No. Names, project or service, and status are the most useful starting fields. Estimate value, last-contact date, and engagement signals improve prioritization when you have them.
Can I upload the completed spreadsheet to NudgeMint?
Yes. Save or export it as a CSV, open the free revenue scan, and select the file. The current scan runs in your browser and does not upload the CSV to a server.
Does the template contain real customer information?
No. It includes fictional example rows using reserved example addresses. Delete or replace every example before using the spreadsheet for your own leads.
Your next sale may already be in the spreadsheet.
Download the tracker, replace the examples, and work the most urgent leads first.