Solo Studio Lead & Sales Pipeline Tracker — Freelancer Workbook

Turn more enquiries into paying freelance clients.

The Solo Studio Lead & Sales Pipeline Tracker is an editable Excel workbook designed to help freelancers and small service businesses organise enquiries, plan follow-ups and keep potential projects moving.

What's included

• Lead Pipeline: record prospective clients, lead sources, services, estimated project values, stages and next actions
• Follow-up Planner: keep upcoming conversations and follow-up dates visible
• Proposal Tracker: record proposal scope, amounts, sent dates, expiry dates and decisions
• Sales Dashboard: view lead counts, open pipeline value, weighted pipeline value, proposal outcomes and overdue follow-ups
• Start Here guide: practical instructions for setting up and maintaining your pipeline

Who it's for

Freelancers, consultants, virtual assistants, designers, creators and independent service providers who want a simple way to manage prospective client work.

What you receive

One downloadable Excel workbook (.xlsx) with five worksheets. No physical item will be shipped. Microsoft Excel or compatible spreadsheet software is required.

Please note: this is an administrative planning tool, not legal, accounting, tax or financial advice. Avoid storing passwords, payment-card details or sensitive personal information in the workbook.

Licence: for your personal or internal business use. Please do not redistribute, share or resell the original workbook.

Learn the process

Read our guide How to Track Freelance Leads in Excel for a practical setup and weekly review routine.

Continue the client journey

When a lead becomes a client, use the Client Onboarding Kit to prepare the project, then keep delivery organised with the Project & Client Tracker. For pricing support, see the Pricing & Profit Planner.

Want the complete freelancer toolkit?

The Solo Studio Complete Freelancer Bundle includes all seven coordinated workbooks plus a quick-start guide for NZ$39.00. Buying all seven individually would cost NZ$92.40, so the bundle saves NZ$53.40 (about 58%). First-time customers can also use code FIRSTORDER10 at checkout for a further 10% off the bundle, bringing it to NZ$35.10 through 15 November 2026 (NZDT).