Log every lead from first contact to close. See which marketing channels work.
Free spreadsheet to track every lead from first contact to close with source analysis and follow-up tracking.
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Date, name, contact info, source, status, follow-up date, estimated revenue, and notes for every prospect.
Total leads, wins, losses, close rate, and average revenue by marketing channel.
In pool service, the difference between a 30% close rate and a 60% close rate often comes down to response speed and systematic follow-up. Tracking every lead from initial contact through close or loss enables data-driven improvements to your sales process and marketing spend allocation.
For each lead, record: date of first contact, name, phone, email, address, lead source (how they found you), pool type, current status, follow-up date, estimated monthly rate, and outcome. The status field should use consistent values: New, Contacted, Quoted, Pending Decision, Won, Lost, No Response.
The Source Analysis sheet aggregates lead data by marketing channel: total leads, wins, losses, close rate, and average revenue per won customer. This analysis typically reveals that referrals close at 60-80% while cold channels (Google Ads, door hangers) close at 15-30%. Understanding these ratios informs marketing budget allocation — spending $50 on a referral bonus for a channel with 70% close rates is far more efficient than spending $50 on ads with a 20% close rate.
Industry studies consistently show that responding to leads within 1-2 hours increases close rates by 3-5x compared to next-day responses. Pool service is a local, relationship-based business — the first company to answer the phone or return the call typically wins the customer.
This spreadsheet was built to solve these exact problems.
Someone called last week asking for a quote. You forgot to follow up. They went with someone else.
You're spending $200/month on Google Ads but have no idea if it's actually bringing in customers.
You wait 3 days to call leads back. By then they've already hired someone else. Speed to lead matters.
You don't know if you close 30% or 70% of your leads. Hard to improve what you don't measure.
This spreadsheet fixes all of it. Free.
When spreadsheets stop scaling, PoolDial picks up where they leave off.
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