How to Track Leads and Follow Up: A Simple Client Pipeline for Freelancers
By Mohit Kanthariya · · 4 min read
Why you need a pipeline
Most deals are lost because follow-up is forgotten, not because the prospect said no. A simple pipeline fixes that.
Columns for your sheet
- Business name and city
- Phone or WhatsApp
- Source (where you found them)
- Stage
- Last contact date
- Next follow-up date
- Notes
Stages
- New: not contacted yet
- Contacted: first message sent
- Replied: they responded
- Proposal sent
- Won or Lost
Weekly routine
- Contact new prospects every working day
- Check the sheet for follow-ups due today
- Send the second and third message on time
- Move people between stages
- Review which source and category replied most
Tools
A Google Sheet is enough to start. Later you can move to a CRM such as Zoho or HubSpot. LeadGrow also has a built-in pipeline and CSV export, so you can keep unlocked leads organised in one place.