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Access to most of our resources is included in our Career Member plans.
Career Members can access this resource here without purchasing it below.
Stay Organised, Stay Ahead: A Practical Tool for Managing Leads and Clients
We get it. Your business isn’t at a stage where paying a monthly fee for a fancy CRM makes sense.
That doesn’t mean that managing leads has to be complex or stressful.
And let’s make this clear – following up is an essential part of converting leads into clients!
With a simple, well-organised system, you can keep up with every opportunity and ensure no potential client gets lost in the crowd.
Enter the VA Lead Network’s Leads & Clients Tracker; your no-fuss solution to keeping your pipeline humming without the cost or complexity of big-name CRMs.
From capturing your first conversation to converting a lead into a long-term client, this tracker keeps your process smooth, professional, and productive.
Features to Simplify Your Workflow
- Comprehensive Lead Tracking: Capture all the vital details—where the lead came from (LinkedIn, word of mouth, or the VA Lead Network), last contact date, follow-up deadlines, and status updates like “sent proposal,” “awaiting response,” or “next step: coffee chat?”
- Prioritise Like a Boss: Use dropdown menus to rank leads—cold, warm, hot, or “blazing hot, drop everything!”—so you can focus on the leads who are ready to take action.
- Keep Track of Commitments: Document your agreed services, hours, and rates + use our automated calculations for weekly, monthly, and annual income. Note contract review timelines and preferred communication methods.
- Automated Reporting: Formulas on two reporting tabs to track how many leads are at each stage of your pipeline and which source is bringing you the most leads!
- File links: Make your contracts, client folders, and shared notes handy in one place.
- Follow-Up Reminders: Never miss a beat with reminders tailored to each lead. Whether you’re checking in next week or following up tomorrow, you’ll always be on the front foot.
Why You’ll Love It
- Simple, intuitive layout — no learning curve required
- Total visibility — keep all your lead and client info in one organised hub
- Built-in formulas — smart calculations done for you
- Perfect for growing businesses — upgrade when you’re ready, but start strong right now
⚡️ Hot Tips: Smart Lead Management
💡 Asana Templates
Use your tracker alongside a free Asana board. Create a template task and duplicate it for each lead — simple, effective, and free.
💡 Phone Follow-Up Reminder
Yes, we live in the age of email and DMs, but don’t underestimate the power of an old-fashioned phone call. A quick ring can build rapport faster than a perfectly crafted email, showing you are proactive and ready to chat. It really can make all the difference.
💡 Capture Leads Instantly
Don’t let leads vanish like ice cream on a summer’s day. Embed fields into your website, Facebook Business Page, or Google Form to automatically populate your tracker — no manual entry required.
💡 Know Your Key Questions
Use the tracker’s fields to prompt your conversations — so you never forget to ask the important questions. This will ensure you cover the essentials and leave a strong impression.
Ready to Level Up?
As your business grows, you might find yourself in need of a more advanced tool to keep things running smoothly.
Enter Dubsado and Keap Pro—the all-in-one solutions for lead management. From automated follow-ups to detailed tracking and analytics, it’s designed to streamline your workflow and save you time. Curious about what they can do?
Check out the full breakdowns in our Tools of the Trade section or watch our training on Automation Fundamentals for Virtual Assistants.
With these strategies and tools at your disposal, you’ll handle your leads and clients with newfound efficiency. Who knows—you might even find a moment to catch your breath before jumping into your next big project!
Purchase Access: 6 months
To gain access to this resource for 6 months without becoming a Career Member, purchase below:
REMINDER: Career members can access this resource HERE at no additional cost!