Coaching Lead & Enquiry Tracker

About the Coaching Lead & Enquiry Tracker

Enquiries are only worth something if you convert them — and that takes follow-up and visibility. This Coaching Lead & Enquiry Tracker keeps every lead in one place, from first enquiry through discovery call to signed client, so nothing slips through the cracks and you always know who to follow up with next.

The dashboard shows your total leads, calls booked, signed clients, conversion rate, pipeline value and signed value, plus a breakdown of leads by source (Instagram, referrals, website and more) so you can see which marketing actually brings clients. It is the simple sales system every coach and consultant needs to grow.

Built in Excel and Google Sheets with a clean layout and sample leads, it works on any device. Pair it with our [Coaching Business Tracker](#/product/coaching-business-tracker) to manage clients once they sign.

Who it's for

What's included

• Track leads from enquiry to signed
• Dashboard: conversion rate, pipeline and signed value
• Leads-by-source breakdown
• Follow-up stages so nothing slips
• Clean layout; sample leads included
• Works in Excel and Google Sheets, on any device

How to download & use it

1. Check your email. The moment your payment goes through, we email your files to the address you enter at checkout. They usually arrive within a minute or two — if not, check your spam or promotions folder.
2. Download your files. Open the email and click the download button. Your files save straight to your device — nothing is posted, it is all instant and digital. Keep the email so you can re-download any time.
3. Open it. Open the file in Microsoft Excel, or upload it to Google Sheets (in Google Drive: New → File upload, then open with Google Sheets). It works on desktop, tablet and mobile.
4. Make it yours. Type into the highlighted input cells — everything else calculates automatically. Most files include a "Start Here" tab and sample data to guide you.

Need a hand? Every purchase includes free email support and free updates for life. If a file ever will not open, reply to your receipt and we will sort it.

Frequently asked questions

Does it show my conversion rate?

Yes — it calculates the percentage of leads that become signed clients.

Can I see which marketing works?

Yes — the leads-by-source breakdown shows where your best clients come from.

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Instant digital download. Nothing is shipped. Files are delivered to your email the moment you buy, and you can re-download them any time. Single-business licence.