Small Business Enquiry Tracker

Every enquiry, quote and follow-up in one sheet, with a dashboard that adds itself up. Most jobs are lost to silence, not to a competitor; this stops that.

Who it's for

Tradies, cafés, salons and any small business that quotes work and forgets to follow up.

What's included

• Enquiries sheet: date, contact details, source, what they need, quote date and value, a status dropdown (New, Contacted, Quoted, Follow up, Won, Lost), next follow-up, last contact and notes. 500 rows ready to use.
• Automatic flags: "This week" and "Overdue" follow-ups, days since last contact, rows that turn red when a quote is going cold and green when it's won.
• Dashboard: enquiries this month, quotes out, money won, win rate, overdue follow-ups and where your work comes from. Nothing to type.
• Settings sheet: edit the status and source lists to suit you.
• Start Here sheet: the six-step routine that keeps it useful.

What you need

Excel 2016 or later, Google Sheets (File → Import) or Numbers.

Format and delivery

One .xlsx file, instant download after checkout.

Licence

For use in your own business. Please don't resell or share the file. General information, not financial advice.

Want it set up for you, with an enquiry form and automatic follow-ups? That's the A$399 Enquiry & Quote Follow-up add-on from Teague Industries.