Leads that go nowhere
Your leads go in a sheet, nobody owns the follow-up, and you can't tell which source pays the bills.
This sheet costs you about $7,875 a year
LEADS_2024_master_USE THIS ONE.xlsx
| A · Date | B · Name | C · Phone | D · Job | E · Source | F · Notes | |
|---|---|---|---|---|---|---|
| 1 | 3/04 | Dave Miller | 555-0142 | Driveway repave | called, no answer | |
| 2 | 3/06 | Oak St Church | 555-0178 | Parking lot seal | referral? | waiting on Mike |
| 3 | 3/11 | Sandra K. | Patio slab | (old, don't use) | ||
| 4 | 3/12 | Hartley Props | 555-0113 | Lot restripe | Sign | quoted? ASK THE BOSS |
| 5 | 3/15 | Tom R. | 555-0166 | Gravel drive | #REF! | |
| 6 | ||||||
| 7 | ||||||
| 8 |
- That sheet costs you
- $7,875/yr
- Time back
- 3 hrs/week
- Leads get a callback
- Every one
The math: 3 hrs/week × 1 person × 50 weeks × $50/hr = $7,500, plus 5% for mistakes and rework = $7,875/yr.Starting point: A few hours a week sorting and chasing leads by hand, and some never get a second call. Adjust it to match your shop.
- Source is required. A pick-list means every lead is tagged the same way, so you finally see where jobs come from.
- Pipeline adds itself. Open value and expected revenue update as leads come in, with no formulas to break.
- Every lead gets an owner and a due date. Saving assigns the callback, so nothing sits waiting on somebody.