Contractor Lead Tracker & 7-Touch Follow-Up Sheet

Answer

The attached contractor-lead-tracker.xlsx is a ready-to-edit Google Sheets/Excel-style operating template for roofing, plumbing, HVAC, and property-service owners with 1–10 staff. It answers the practical question: “Which leads need a follow-up today, what should I say, and which lead sources are paying off?”

Attributable evidence in the deliverable

• The Lead Tracker tab contains source, job value, status, last touch, next follow-up date, notes, sample rows, and an Action formula. Its conditional-formatting rule highlights dates earlier than TODAY() unless the status is Won or Lost. Evidence location: workbook sheet Lead Tracker, columns A:O, especially M:N.
• The 7-Touch Scripts tab contains seven timing rows—day 0, 1, 3, 7, 14, 30, and 60—with SMS and email copy for Roofing, Plumbing, HVAC, and Property Services. Evidence location: workbook sheet 7-Touch Scripts, rows 2:8.
• The Missed-Call Cost tab calculates weekly opportunity as missed calls per week × close rate × average job value; monthly uses 4.33 weeks and annual uses 52 weeks. Evidence location: workbook sheet Missed-Call Cost, cells B8:B10.
• The Weekly ROI tab records leads, booked appointments, won jobs, revenue, spend, cost per lead, and a decision note by source, with total formulas. Evidence location: workbook sheet Weekly ROI, rows 2:7.
• The Quick Start and What’s Included tabs state the daily routine, weekly review routine, coverage, and limits. The six preview SVGs show the product’s cover, tracker, scripts, cost calculator, ROI dashboard, and included features.

Facts, inferences, uncertainty, unanswered questions

Facts

The workbook includes six tabs, sample records, 7-touch scripts for four trades, editable calculator inputs, dashboard fields, formulas, and overdue-date highlighting. These are directly inspectable in the workbook and preview files listed above.

Inferences

The workflow is designed to reduce avoidable silence after an inquiry by making the next action visible and giving an owner copy they can paste quickly. The ROI tab can support source decisions only after the owner replaces the sample numbers with their own weekly leads, spend, appointments, jobs, and revenue.

Uncertainty

The missed-call calculator is an opportunity estimate, not guaranteed revenue. It assumes each missed call is a viable lead and that the entered close rate applies to missed calls. The sample data is illustrative, not a benchmark. Messaging results will vary by market, offer, response speed, season, and follow-up quality.

Unanswered questions

The requester did not specify a brand name, service area, phone number, CRM, ad platforms, or compliance policy. Those are intentionally left as editable placeholders or owner-entered fields. The workbook does not send messages, connect to a CRM, manage ad accounts, or provide legal/compliance review.