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I will customize an excel client inquiry and follow up tracker
Custom Excel trackers for creators and small businesses
I'm Mike, a music creator who also builds practical digital tools for creators and small businesses. Through DeskSprout Studio, I customize Excel client inquiry and follow-up trackers from a reusable,...
Sobre este Serviço
Turn scattered inquiries into a clear follow-up list.
I will customize an Excel client inquiry and follow-up tracker for your freelance or small business workflow.
You receive:
One editable workbook with 120 inquiry rows and two tabs
Stage dropdowns and a service field
Due-status indicators to help you see what needs attention
8 reusable formula rules, including status logic across 120 tracker rows
Up to three agreed adjustments to the base layout: stage labels, service labels/examples or follow-up status rules
A quick-start guide and eight editable follow-up message templates
Launch package: $25 3-day delivery one consolidated revision within the agreed scope.
This is a custom setup of my reusable framework. It uses AI-assisted development with review and formula checks. You may use and edit the workbook for your own business; the base framework is retained, and resale or redistribution of the template is outside this offer.
No automatic emails, CRM integrations, macros, complex new formulas, data migration or ongoing account management. Please share fictional examples, your Excel version and the three changes you need.
Plataforma:
Excel
Tecnologia de desenvolvimento:
Excel
Especialidade:
Fórmulas
Perguntas frequentes
What does one revision include?
One consolidated request to correct or refine the agreed setup, within the original three adjustments. A new workflow, extra tabs, integrations or complex new formulas are outside this package.
Does this send automatic emails?
No. It organizes up to 120 inquiries and flags due follow-ups. You enter dates, review the next action and send messages yourself. No email automation or CRM connection is included.
Can I use it in Google Sheets?
This offer delivers an Excel workbook. Please tell me your spreadsheet app and version before ordering. Other-app compatibility is not included unless separately checked and agreed.
