{"product_id":"client-quote-follow-up-tracker-excel","title":"Client Quote \u0026 Follow-Up Tracker for Excel","description":"\u003cp\u003eKeep clients, inquiries, quotes, and follow-ups in one organized Excel workbook. See who needs a response, which quotes are still open, and which leads become accepted work.\u003c\/p\u003e\u003cdiv class=\"tribu-guide-preview\" style=\"margin:24px 0;padding:24px;border:1px solid #d5dce8;border-radius:12px;background:#f0f3fa;color:#192749;\"\u003e\n\u003ch2 style=\"margin:0 0 12px;color:#192749;\"\u003eSee how the tracker works\u003c\/h2\u003e\n\u003cp\u003eExplore the free 16-page customer guide before you buy. Follow the workflow from a new inquiry to a quote decision, with help on reminders, contact history, and Dashboard results. Includes screenshots, practical examples, and answers to common questions.\u003c\/p\u003e\n\u003cp style=\"margin:20px 0 12px;\"\u003e\u003ca href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0765\/0928\/2498\/files\/Client_Quote_Follow_Up_Tracker_Customer_Walkthrough.pdf?v=1790552329\" target=\"_blank\" rel=\"noopener\" style=\"display:inline-block;padding:14px 20px;border-radius:8px;background:#192749;color:#ffffff;text-decoration:none;font-weight:700;\"\u003eView the customer guide (PDF)\u003c\/a\u003e\u003c\/p\u003e\n\u003cp style=\"margin:0;font-size:0.9em;\"\u003eOpens in a new tab. This free guide explains how to use the tracker. Purchase the toolkit to receive the editable Excel workbook.\u003c\/p\u003e\n\u003c\/div\u003e\u003ch2\u003eWhat you can track\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eClient contact details, preferred contact method, service location, and repeat-service reminders\u003c\/li\u003e\n\u003cli\u003eInquiries and quotes from the first request through acceptance, decline, or cancellation\u003c\/li\u003e\n\u003cli\u003eQuote amounts, lead sources, sent dates, expiry dates, and decision dates\u003c\/li\u003e\n\u003cli\u003eNext actions, follow-up dates, overdue reminders, and conversation history\u003c\/li\u003e\n\u003cli\u003eOpen quote value, accepted quote value, win rate, and accepted inquiries by source\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eWhat is included\u003c\/h2\u003e\u003cp\u003eOne editable .xlsx workbook with Dashboard, Clients, Quotes, Contact Log, and Quick Guide sheets. Includes formatted Excel tables with filters and borders, dropdowns, formulas, navigation links, and fictional sample entries you can clear using the guide. Prepared for 100 clients, 200 quotes, and 300 contact records.\u003c\/p\u003e\u003ch2\u003eBefore you buy\u003c\/h2\u003e\u003cp\u003eDesigned and tested in Microsoft 365 Excel for the web. An Excel account or license is separate. Google Sheets, Apple Numbers, and older Excel versions have not been tested. This is a digital download; no physical item is shipped.\u003c\/p\u003e\u003cp\u003eThis is an internal organizer. It tracks quote details but does not generate customer-facing quote documents, send messages, create invoices, or collect payments. Reminders appear in the workbook. The dashboard shows the first eight follow-ups needing attention; filter the tables to see the full list. Quote values measure potential or accepted work, not cash received.\u003c\/p\u003e\u003ch2\u003eOne-business license \u0026amp; downloads\u003c\/h2\u003e\u003cp\u003eYour purchase covers internal use by one business and its employees. Edit the workbook and make internal working copies and backups. Another business needs its own purchase. No resale, redistribution, public uploads, or sharing the reusable workbook outside the licensed business.\u003c\/p\u003e\u003cp\u003eIncludes up to \u003cstrong\u003e3 downloads per purchased toolkit\u003c\/strong\u003e. You can continue using the saved workbook after reaching the download limit. For help with another download, email tribulatinawear@yahoo.com with your order number.\u003c\/p\u003e\u003cp\u003e\u003ca href=\"\/pages\/digital-toolkit-license\"\u003eRead the full digital toolkit license\u003c\/a\u003e.\u003c\/p\u003e","brand":"Tribu Business Tools","offers":[{"title":"Default Title","offer_id":67581369254082,"sku":"TRIBU-CLIENT-XLSX","price":19.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0765\/0928\/2498\/files\/tribu-client-quote-follow-up-dashboard.png?v=1790546265","url":"https:\/\/tribulatinawear.com\/products\/client-quote-follow-up-tracker-excel","provider":"Tribu Latina Wear","version":"1.0","type":"link"}