Client & Job Pipeline Board — Excel CRM Template for Contractors with Follow-Up Flags
Most jobs aren't lost to a cheaper quote. They're lost to silence.Built for independent contractors, trades, and small construction businesses. Every lead you forget to follow up on is money someone else earned. This board makes forgetting impossible.WHAT YOU GET (1 Excel file, works in Excel + Google Sheets):📞 Pipeline Board — every lead and job on one screen, from first phone call to money in the bank: Lead → Quoted → Scheduled → In Progress → Complete → Paid.🚨 Automatic Action Flags — a quote sitting unanswered past your follow-up window gets flagged FOLLOW UP (highlighted amber). A finished job that hasn't been paid gets flagged CHASE PAYMENT (highlighted red). Open the file, see exactly who to call.📊 Pipeline Dashboard — open pipeline value, booked work, money awaiting payment, quote win rate, and today's call count. Your 60-second morning check.⚙️ Your rules — set how many days before a quote deserves a call and how fast you chase payment. The board enforces your discipline for you.HOW IT WORKS:1. Instant download after purchase2. Set your follow-up rules (2 minutes)3. Add every lead the moment it appears4. Open the Dashboard each morning and make the flagged callsIncludes a Start Here tab with instructions and worked example data.Complete the set: price the work with our Job Costing Calculator, get paid with the Invoice Tracker, keep the money with the Cash Flow Tracker.FORMAT: .xlsx — Microsoft Excel 2010+, Google Sheets, LibreOffice, Numbers.INSTANT DIGITAL DOWNLOAD — no physical product will be shipped. Due to the digital nature of the product, all sales are final. For personal / single-business use.
Get it → exovtools.gumroad.com