Freelancer Lead Tracker Lite

A lightweight lead tracker for freelancers who want to keep prospects, pipeline stages, and follow-ups in one simple system.

Start Here

1. Add a new lead — open the Leads database below and click New.
2. Set the pipeline stage — start at New Lead and move it forward as things happen.
3. Add the next action — one sentence describing what YOU need to do next.
4. Give the next action a date — this is what drives your daily follow-up view.
5. Check Follow Up Today each morning — 2 minutes. Handle everything on the list.
6. Move leads through the pipeline — drag cards on the Pipeline board as the deal progresses.
7. Mark leads Won or Lost when the opportunity is resolved — that's the outcome record.

Views

• All Leads — full master list.
• Pipeline — Kanban board grouped by stage.
• Follow Up Today — active leads whose Next Action Date is today or overdue.
• Active Leads — everything not Won or Lost, sorted by Next Action Date.
• Won — closed-won deals.
• Lost — closed-lost deals with your notes on why.

Leads

@Leads