Commercial Cleaning Sales
Lead Tracker

Tips & Tricks for Using This Template

1. Start by adding all your current leads
Input company names, contacts, and potential deal sizes so you have one clear view of your pipeline.

2. Use the dropdowns for consistency
Lead Source, Status, and Contract Type fields come with pre-set options to keep your data clean and easy to sort.

3. Prioritize follow-ups
Use the Follow-Up Date column to schedule reminders so no opportunity slips through the cracks.

4. Track proposal stages
Move leads through statuses like Site Visit Scheduled → Proposal Sent → Negotiation to stay on top of deal progress.

5. Review weekly to stay proactive
Check your tracker each week to identify stalled deals, upcoming deadlines, and high-value opportunities.

6. Assign ownership
Use the Owner / Sales Rep column to ensure every lead has someone responsible for moving it forward.