Make it yours.
Download the file, open the Setup guide, and replace the sample entries with your open opportunities.
8 examples to show you the wayTHE FREE AGENCY LEAD TRACKER
Good leads
deserve a
follow-up.
Keep your opportunities, next actions, and follow-up dates in one simple spreadsheet. Built for small agencies with a lot on their plate.
Free Excel file. No email required. Yours to keep.
Agency lead tracker
.XLSXYOUR NEXT MOVE, AT A GLANCEA little structure.
A little structure.
A clearer week.
| COMPANY / PROJECT | VALUE | NEXT ACTION | FOLLOW-UP |
|---|---|---|---|
| Northstar StudioWebsite redesign | $4,800 | Ask for proposal feedback | Overdue |
| Cedar & Co.Landing page | $2,200 | Send discovery recap | Overdue |
| Harbor CreativeBrand & website | $6,500 | Confirm scope and start date | Due today |
| Juniper WorksDesign support | $1,800 | Book a discovery call | Scheduled |
| Brightpath GoodsWebsite project | $7,500 | Move to client onboarding | Closed — won |
Automatic follow-up highlighting5 of 8 example leads
Know who needs a nudge.
Then get back to your work.
A useful little upgrade. Excel + Google Sheets import 250 prepared lead rows No tracker subscription
FROM “I SHOULD FOLLOW UP” TO DONE
A clear next step.
For every lead.
Keep your sales routine small enough to stick with.
Here’s all you need to get started.
Give each lead a next step.
Add a contact, estimated value, sales stage, and one specific action. Then choose a follow-up date.
One row. The details that matter.Come back. Follow through.
Review the highlighted rows, send your follow-ups, and set the next date. Won or lost? Close the lead.
OverdueDue today
SMALL FILE. USEFUL DETAILS.
The essentials,
already in place.
A practical starting point for freelance designers, small agencies, and independent consultants.
Get your copyAll your lead details
Contacts, project values, stages, next actions, and dates together.
Follow-ups that stand out
Automatic highlighting for overdue and due-today items.
A simple way to find your focus
Stage dropdowns, table filters, and headers that stay visible.
Help getting started
Eight fictional leads and a short setup guide inside the workbook.
A FEW THINGS TO KNOW
Before you
get started.
Is the tracker really free?
Yes. Download the full spreadsheet without paying or joining the email list. There is no trial period or subscription for the tracker.
Can I use it in Google Sheets?
The download is an Excel (.xlsx) file. In Google Sheets, use File → Import → Upload to create your own spreadsheet from it. Check your time zone and date settings so the follow-up reminders match your day.
What happens to the leads I enter?
They stay in your spreadsheet. ISR Desk cannot see your contacts, notes, or project values. If you use a cloud spreadsheet service, your file is stored with that service.
Does it send follow-up emails for me?
No. The tracker highlights overdue and due-today items so you can decide what to do next. You send your own messages and update the next action and follow-up date.
What if I have never used a lead tracker?
Start with the eight fictional sample leads. The Setup guide explains each field and the status colors. Replace the examples, add your open opportunities, and give each one a next action and date.
YOUR NEXT FOLLOW-UP STARTS HERE