ClickUp Template / Sales
Lead Follow-Up Tracker
A ClickUp pipeline where every lead has a next step and a date, plus a view that lists the ones that are overdue.
OMD / CLICKUP TEMPLATE
Lead Follow-Up Tracker
$24Download and access link5things included
Leads go quiet because the next step lived in a DM, and nobody set a date to come back to it.
This tracker gives every lead a status (new lead, contacted, call booked, call done, proposal sent, then won, lost or nurture), a source, a deal value and the two fields that decide whether it gets followed up: Next Step and Next Step Date. The setup guide builds a board by status and a view that lists every lead whose next step is overdue.
The rule it runs on is simple: no lead without a next step and a date.
WHAT'S INCLUDED
5 things, ready to use.
- 10 example leads with placeholder names across every stage, as a CSV for ClickUp import
- A follow-up checklist for each stage in the task description
- Exact statuses: new lead, contacted, call booked, call done, proposal sent, nurture, won, lost
- Custom fields for Lead Source, Next Step, Next Step Date, Deal Value and Owner Role
- Step-by-step views: a Pipeline board, an Overdue next steps filter and a Missing next step check
Questions
Before
you buy.
Lead Follow-Up Tracker