Keep the pipeline visible
Add opportunities to the Leads CRM and record calls, emails and follow-ups in the Activity Log.
04 / KEEP LEADS MOVING
Client Acquisition Kit
A promising enquiry can go quiet when the next step is buried in your inbox. Track freelance leads, discovery calls, proposals and follow-ups in one sales workflow, with editable documents for each stage.
See the current price and purchase on Etsy. Digital files; software is not included.
The kit combines a lead pipeline, activity records and editable documents for qualification, discovery, proposals and follow-up.
WHAT IT HELPS YOU DO
Give every lead a stage and a next step
Prepare for discovery
Use the Lead Qualification Scorecard and Discovery Call Script to organize what you need to learn before proposing work.
Move from conversation to proposal
Adapt the Freelance Proposal Template and Follow-Up Email Scripts to the opportunity, then keep the next action in your tracker.
The dashboard shows active leads, pipeline value, won clients and overdue follow-ups. Tables organize leads by stage and source, so you can review where conversations stand without reading every CRM row.
Open image to view the workbook details. On a phone, zoom after opening.
INSIDE THE FILES
An Excel lead tracker with Word sales templates
Five Excel sheets: Start Here, Dashboard, Leads CRM, Activity Log and Setup. The kit also includes a Lead Qualification Scorecard, Discovery Call Script, Freelance Proposal Template and Follow-Up Email Scripts, plus buyer instructions and licence.
Who it is for
Freelancers and consultants managing their own enquiries and proposals who need to see which conversations need attention.
Files & compatibility
An Excel workbook and editable Word documents, with text instructions. Designed for Microsoft Excel and Microsoft Word; importing into other applications may change formatting. Software is not included. Keep master copies and replace all bracketed text before sharing.
This is a sales-organization toolkit. It does not generate leads, send follow-ups automatically or guarantee clients, revenue or conversion results.
A SIMPLE WORKING ROUTINE
Follow one enquiry through your pipeline
- Add the lead and its current sales stage to the CRM.
- Prepare the discovery conversation, then log what happened and what comes next.
- Customize the proposal or follow-up document and update the record as the decision progresses.
RELATED SYSTEMS
Prepare the quote, then start the client project
Client Onboarding Kit
Start every client project with clear scope, information and expectations.
Explore the system View on Etsy ↗See included files
- 7 editable Word documents
- Client Enquiry & Qualification template
- Discovery Questionnaire and Project Brief & Scope template
- Client Welcome & Kickoff, Payment Schedule & Approvals, and Project Closeout & Feedback templates
Digital files. Software is not included.
Freelance Pricing Calculator
Calculate sustainable rates and project quotes without guessing what to charge.
Explore the system View on Etsy ↗See included files
- 4-sheet Excel workbook: START HERE, RATE CALCULATOR, PROJECT QUOTE and SCENARIO PLANNER
- Rate model based on income goal, expenses, capacity and working assumptions
- Project quote builder for estimated hours and direct costs
- Scenario comparison for testing different pricing positions
Digital files. Software is not included.