Illustrative listing cover followed by previews of the included files. Tablet not included. Use zoom or expand to inspect details.
A closer look.
What’s inside
- 40-row lead register
- Permission and opt-out controls
- Date flags and recorded-stage overview
Files to edit, read and keep
Excel workbook
3 sheets · editable workbook
Editable Word
3-page guide · Microsoft Word
3-page guide · read or print
The previews show the delivered website files. This edition has the contents and formats described below.
One XLSX workbook with 3 sheets, plus a 3-page editable Word guide and matching PDF. Sheets: Lead tracker, Lead overview, Instructions.
From download to ready to use
- 1Keep an unchanged master, read the included guide and work in a separate copy.
- 2Replace or remove prompts, check the resulting layout and obtain any necessary professional review before sharing.
Know exactly what you’re getting
Included
- Excel workbook · 3 sheets
- Editable Word · 3 pages
- PDF · 3 pages
Not included
- A physical product or shipping
- A Canva template
Scope and compatibility
Forty prepared lead rows include dates, channel permission, opt-out and stage fields. Paused, Closed and Do not contact states take precedence over reminders. No hosted CRM, messaging service or data synchronization is included. This is general planning and communication material. Actual agreements, professional decisions and applicable requirements control.
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