Lead & Client Pipeline

Sticky notes and memory are not a sales system. This pipeline tracker gives you a clear view of every potential client without the bloat of expensive CRM software.

Add a lead, choose its stage (New, Contacted, Replied, Call Booked, Proposal Sent, Won, Lost) and the sheet does the rest — it assigns a probability, calculates your weighted pipeline (what you're likely to close), and tracks your win rate over time. A live summary shows your total pipeline, open pipeline, likely revenue, and close rate the moment you type.

Never let a warm lead go cold again: the follow-up column keeps every next step in one place. It's the difference between hoping for work and knowing exactly where your next client is coming from.