How to use it
- Log every enquiry the same day, whether it came by WhatsApp, DM, call, email or walk-in.
- Give one person ownership of the tracker.
- Follow up on day 2, day 7 and day 14 if there is no decision.
- Every Monday, review open enquiries and count how many became customers.
Tip: you can copy these columns into Google Sheets so the whole team can use it.
Enquiries
| Date | Name and contact | Channel | What they want | Value | Next step and date | Status |
|---|---|---|---|---|---|---|
| 3 Nov | Ada, 0803... | Office lunch, 40 people | ₦180,000 | Send quote, 4 Nov | Quoted | |
Status: New · Replied · Quoted · Follow-up · Won · Lost (note why)
Monthly summary
| Month | Enquiries | Became customers | Conversion % | Top reason for losing |
|---|---|---|---|---|