Turn scattered leads into a clear, repeatable sales process with the Planvora Lead Follow-Up & Sales CRM.

This premium Excel workbook helps freelancers, agencies, consultants, coaches, marketers, and service businesses capture leads, organize follow-ups, manage pipeline stages, track revenue, and keep every active opportunity moving.

WHAT'S INCLUDED

• Executive Sales Dashboard with key sales KPIs

• 100-row Lead Database

• Follow-Up Queue for upcoming actions

• Sales Pipeline with automatic probability and weighted pipeline value

• 10 adaptable Follow-Up Scripts

• Weekly Sales Review

• Editable Settings and dropdown lists

• Automatic overdue follow-up highlighting

• Sample data included so buyers can understand the system immediately

• Clean, professional Planvora design

• Fully editable Microsoft Excel workbook

HOW IT WORKS

1. Add your leads.

2. Set the next follow-up date.

3. Update the sales stage.

4. Use the follow-up scripts when needed.

5. Review your pipeline and revenue from the Dashboard.

6. Use the Weekly Review to identify what is working and what needs improvement.

PERFECT FOR

Freelancers, agencies, consultants, coaches, sales professionals, marketers, creators, and small businesses that want a simple but professional CRM without complicated software.

FORMAT

Microsoft Excel (.xlsx)

IMPORTANT

This is a digital product. No physical item will be shipped. Microsoft Excel is required to edit and use the workbook.

License: For personal or single-business use. You may customize the workbook for your own business, but you may not resell, redistribute, share, or repackage the original files as a standalone product.