FREE FILE · NO SIGNUP · NO CONTACT
Free Lead Follow-Up Template (CSV)
A tiny, privacy-safe lead follow-up template for one inbound request: who owns it, what happens next, when it is due, and where it should stop. Open the CSV in Sheets, Excel, or any text editor.
The file contains fictional rows only. Do not paste names, email addresses, credentials, customer records, or regulated data.
WHAT YOU GET
Eight fields that expose the next missing decision.
Start with one path, not a full CRM migration. The example rows make the empty states visible before you bring in any real work.
| owner | next_action | due_at | status |
|---|---|---|---|
| unassigned | Confirm receipt | 12:00 | needs_owner |
| owner-a | Send next answer | 15:00 | scheduled |
| owner-a | Merge duplicate | 11:00 | duplicate |
THE RULE
One path. One owner. One next action.
If any of those cells is blank, keep the process manual until the gap has a named repair. This page makes no claim about response speed, revenue, or conversion.
OPTIONAL NEXT STEP
When the small file is useful, add the repeatable pieces.
The $19 Lead Response Control Kit adds an offline workbook, editable templates, twelve synthetic tests, review receipts, and stop rules. It is a self-serve download, not consulting.