Client Quote & Follow-Up Tracker for Excel
Client Quote & Follow-Up Tracker for Excel
Keep 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.
See how the tracker works
Explore 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.
Opens in a new tab. This free guide explains how to use the tracker. Purchase the toolkit to receive the editable Excel workbook.
What you can track
- Client contact details, preferred contact method, service location, and repeat-service reminders
- Inquiries and quotes from the first request through acceptance, decline, or cancellation
- Quote amounts, lead sources, sent dates, expiry dates, and decision dates
- Next actions, follow-up dates, overdue reminders, and conversation history
- Open quote value, accepted quote value, win rate, and accepted inquiries by source
What is included
One 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.
Before you buy
Designed 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.
This 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.
One-business license & downloads
Your 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.
Includes up to 3 downloads per purchased toolkit. 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.