Free lead tracking
spreadsheet template.
The 10 columns small sales teams actually use, with eight example rows showing how to fill each one in. Works in Google Sheets, Excel, and Numbers. No email gate, no signup.
~1 KB · CSV format · UTF-8
What's in the template
Ten columns, eight example rows. The column names match the canonical schema used by Lead Sorted and most CRMs (HubSpot, Salesforce, Pipedrive, Zoho), so when your team outgrows the spreadsheet you can import it without renaming a single header.
| Column | Type | Example | Why it's in there |
|---|---|---|---|
| first_name | text | Jane | Personalises every outreach. |
| last_name | text | Cooper | Required by most CRMs at import. |
| jane@example.com | Primary dedupe key. Lowercase and trim. | ||
| phone | phone (E.164) | +16045551234 | Secondary dedupe key. Keep one consistent format. |
| source | text | Google Ads | Required to measure channel ROI. |
| status | enum | new / contacted / quoted / booked / won / lost / dead | Where the lead is in the pipeline. |
| temperature | enum | hot / warm / cold | How likely the lead is to close. Drives priority. |
| notes | text | Asked for pricing on the Solo plan. Quote sent Mon. | The single most useful field. Free-text context. |
| created_at | date (YYYY-MM-DD) | 2026-05-12 | Lets you measure time-to-first-touch. |
| next_follow_up | date (YYYY-MM-DD) | 2026-05-15 | The most important column. Sort by this daily. |
How to use it
Three minutes from download to first lead logged.
Step 1
Download the CSV
Click Download. The file is plain CSV, ~1 KB, UTF-8 encoded. Compatible with Google Sheets, Excel, and Numbers.
Step 2
Import into your spreadsheet
In Google Sheets: File → Import → Upload. In Excel: Data → From Text/CSV. In Numbers: just open the file.
Step 3
Replace the example rows
Delete the eight example leads and start logging your own. Keep the column headers — they match the canonical schema and most CRMs.
Step 4
Sort by next_follow_up daily
Your daily ritual: open the sheet, sort by next_follow_up ascending, work the overdue leads first. Update the date after every touch.
When the spreadsheet starts to break
The template carries a small team a long way. It usually starts to crack at one of these moments:
- You're past 200 leads and sorting by next_follow_up takes longer than working the queue.
- Two reps call the same lead because there's no shared visibility.
- An ad campaign drops 240 messy rows and the columns don't line up.
- You've started losing track of which leads are actually duplicates.
- A manager wants weekly reports on conversion-by-source.
That's the moment Lead Sorted earns its keep. Same canonical schema, but with auto-cleanup, dedup, and a Today queue that sorts itself.
Got a messy CSV from a campaign already?
The free demo cleans it for you in 60 seconds. No signup, no card.