I will build a simple lead tracking and follow up system
Business Systems And Tech Support Specialist
About this Gig
Need a clearer way to organize leads and know who needs attention next?
I will build a simple lead tracking system using Google Sheets or another agreed basic tool, using the contacts and information you already have.
Depending on your package, your system can include:
- Organized lead tracker
- Lead stages and status fields
- Owner and next-action fields
- Contact dates and reminders
- Reusable customer message templates
- Simple handoff guidance
This service is designed for businesses that already have leads but need a better way to organize them, track progress, and manage next steps.
Not included: lead generation, prospect sourcing, scraping, outreach sending, mass messaging, CRM migration, API integrations, or automation.
You provide the leads and any existing process information.
FAQ
Do you provide the leads?
No. This service organizes and tracks leads you already have.
Will you contact or message the leads for me?
No. I build the tracking system and follow-up templates. You or your team handles the outreach.
What tool will you use?
Usually Google Sheets or another agreed basic tool that fits the project.
Does this include automation?
No. Automated outreach, integrations, APIs, and advanced CRM automation are outside this Gig.
What do you need from me?
Your lead list or current process, the information you want tracked, and any stages or follow-up steps you already use.
