WhatsApp Lead Follow-Up Tracker.
Keep the conversation in WhatsApp. Keep ownership and next actions in one visible queue.
What the tracker records
Use one row for each active conversation. The tracker gives every lead a current stage, an owner, and a dated next action.
- Field 1Lead reference
- Field 2Source
- Field 3Product or request
- Field 4Stage
- Field 5Owner
- Field 6Last contact
- Field 7Next action
- Field 8Next-action date
Use it for fifteen minutes each day.
Review overdue actions, assign unowned leads, and update conversations that have moved. Archive leads only when the next step is genuinely closed.
Build a queue your team can trust.
The CSV works in Google Sheets, Excel, Numbers, and most spreadsheet tools.
Download the CSVSee all free resources