{"product_id":"solo-studio-lead-sales-pipeline-tracker-freelancer-workbook","title":"Solo Studio Lead \u0026 Sales Pipeline Tracker — Freelancer Workbook","description":"\u003ch2\u003eTurn more enquiries into paying freelance clients.\u003c\/h2\u003e\n\u003cp\u003eThe Solo Studio Lead \u0026amp; 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.\u003c\/p\u003e\n\u003ch3\u003eWhat's included\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eLead Pipeline:\u003c\/strong\u003e record prospective clients, lead sources, services, estimated project values, stages and next actions\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFollow-up Planner:\u003c\/strong\u003e keep upcoming conversations and follow-up dates visible\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProposal Tracker:\u003c\/strong\u003e record proposal scope, amounts, sent dates, expiry dates and decisions\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSales Dashboard:\u003c\/strong\u003e view lead counts, open pipeline value, weighted pipeline value, proposal outcomes and overdue follow-ups\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here guide:\u003c\/strong\u003e practical instructions for setting up and maintaining your pipeline\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eFreelancers, consultants, virtual assistants, designers, creators and independent service providers who want a simple way to manage prospective client work.\u003c\/p\u003e\n\u003ch3\u003eWhat you receive\u003c\/h3\u003e\n\u003cp\u003eOne downloadable Excel workbook (.xlsx) with five worksheets. No physical item will be shipped. Microsoft Excel or compatible spreadsheet software is required.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePlease note:\u003c\/strong\u003e 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.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLicence:\u003c\/strong\u003e for your personal or internal business use. Please do not redistribute, share or resell the original workbook.\u003c\/p\u003e\n\u003ch3\u003eLearn the process\u003c\/h3\u003e\n\u003cp\u003eRead our guide \u003ca href=\"\/blogs\/news\/how-to-track-freelance-leads-excel-spreadsheet\"\u003eHow to Track Freelance Leads in Excel\u003c\/a\u003e for a practical setup and weekly review routine.\u003c\/p\u003e\n\u003ch3\u003eContinue the client journey\u003c\/h3\u003e\n\u003cp\u003eWhen a lead becomes a client, use the \u003ca href=\"\/products\/solo-studio-client-onboarding-kit-freelancer-workbook\"\u003eClient Onboarding Kit\u003c\/a\u003e to prepare the project, then keep delivery organised with the \u003ca href=\"\/products\/solo-studio-project-client-tracker-freelancer-workbook\"\u003eProject \u0026amp; Client Tracker\u003c\/a\u003e. For pricing support, see the \u003ca href=\"\/products\/solo-studio-pricing-profit-planner-freelancer-workbook-1\"\u003ePricing \u0026amp; Profit Planner\u003c\/a\u003e.\u003c\/p\u003e\u003ch3\u003eWant the complete freelancer toolkit?\u003c\/h3\u003e\n\u003cp\u003eThe \u003ca href=\"\/products\/solo-studio-complete-freelancer-bundle\"\u003e\u003cstrong\u003eSolo Studio Complete Freelancer Bundle\u003c\/strong\u003e\u003c\/a\u003e 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 \u003cstrong\u003eFIRSTORDER10\u003c\/strong\u003e at checkout for a further 10% off the bundle, bringing it to NZ$35.10 through 15 November 2026 (NZDT).\u003c\/p\u003e","brand":"Solo Studio","offers":[{"title":"Default Title","offer_id":67925118845293,"sku":null,"price":12.9,"currency_code":"NZD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1042\/4952\/4589\/files\/solo-studio-lead-sales-pipeline-tracker-cover.png?v=1794044169","url":"https:\/\/0n1w90-je.myshopify.com\/products\/solo-studio-lead-sales-pipeline-tracker-freelancer-workbook","provider":"Solo Studio","version":"1.0","type":"link"}