{"title":"Clients \u0026 Leads","description":"\u003cp\u003eA planned collection of digital toolkits for contacts, leads, quotes, and follow-up tasks. Client and lead management tools are in development.\u003c\/p\u003e","products":[{"product_id":"client-quote-follow-up-tracker-excel","title":"Client Quote \u0026 Follow-Up Tracker for Excel","description":"\u003cp\u003eKeep clients, inquiries, quotes, and follow-ups in one organized Excel workbook. See who needs a response, which quotes are still open, and which leads become accepted work.\u003c\/p\u003e\u003cdiv class=\"tribu-guide-preview\" style=\"margin:24px 0;padding:24px;border:1px solid #d5dce8;border-radius:12px;background:#f0f3fa;color:#192749;\"\u003e\n\u003ch2 style=\"margin:0 0 12px;color:#192749;\"\u003eSee how the tracker works\u003c\/h2\u003e\n\u003cp\u003eExplore the free 16-page customer guide before you buy. Follow the workflow from a new inquiry to a quote decision, with help on reminders, contact history, and Dashboard results. Includes screenshots, practical examples, and answers to common questions.\u003c\/p\u003e\n\u003cp style=\"margin:20px 0 12px;\"\u003e\u003ca href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0765\/0928\/2498\/files\/Client_Quote_Follow_Up_Tracker_Customer_Walkthrough.pdf?v=1790552329\" target=\"_blank\" rel=\"noopener\" style=\"display:inline-block;padding:14px 20px;border-radius:8px;background:#192749;color:#ffffff;text-decoration:none;font-weight:700;\"\u003eView the customer guide (PDF)\u003c\/a\u003e\u003c\/p\u003e\n\u003cp style=\"margin:0;font-size:0.9em;\"\u003eOpens in a new tab. This free guide explains how to use the tracker. Purchase the toolkit to receive the editable Excel workbook.\u003c\/p\u003e\n\u003c\/div\u003e\u003ch2\u003eWhat you can track\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eClient contact details, preferred contact method, service location, and repeat-service reminders\u003c\/li\u003e\n\u003cli\u003eInquiries and quotes from the first request through acceptance, decline, or cancellation\u003c\/li\u003e\n\u003cli\u003eQuote amounts, lead sources, sent dates, expiry dates, and decision dates\u003c\/li\u003e\n\u003cli\u003eNext actions, follow-up dates, overdue reminders, and conversation history\u003c\/li\u003e\n\u003cli\u003eOpen quote value, accepted quote value, win rate, and accepted inquiries by source\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eWhat is included\u003c\/h2\u003e\u003cp\u003eOne editable .xlsx workbook with Dashboard, Clients, Quotes, Contact Log, and Quick Guide sheets. Includes formatted Excel tables with filters and borders, dropdowns, formulas, navigation links, and fictional sample entries you can clear using the guide. Prepared for 100 clients, 200 quotes, and 300 contact records.\u003c\/p\u003e\u003ch2\u003eBefore you buy\u003c\/h2\u003e\u003cp\u003eDesigned and tested in Microsoft 365 Excel for the web. An Excel account or license is separate. Google Sheets, Apple Numbers, and older Excel versions have not been tested. This is a digital download; no physical item is shipped.\u003c\/p\u003e\u003cp\u003eThis is an internal organizer. It tracks quote details but does not generate customer-facing quote documents, send messages, create invoices, or collect payments. Reminders appear in the workbook. The dashboard shows the first eight follow-ups needing attention; filter the tables to see the full list. Quote values measure potential or accepted work, not cash received.\u003c\/p\u003e\u003ch2\u003eOne-business license \u0026amp; downloads\u003c\/h2\u003e\u003cp\u003eYour purchase covers internal use by one business and its employees. Edit the workbook and make internal working copies and backups. Another business needs its own purchase. No resale, redistribution, public uploads, or sharing the reusable workbook outside the licensed business.\u003c\/p\u003e\u003cp\u003eIncludes up to \u003cstrong\u003e3 downloads per purchased toolkit\u003c\/strong\u003e. You can continue using the saved workbook after reaching the download limit. For help with another download, email tribulatinawear@yahoo.com with your order number.\u003c\/p\u003e\u003cp\u003e\u003ca href=\"\/pages\/digital-toolkit-license\"\u003eRead the full digital toolkit license\u003c\/a\u003e.\u003c\/p\u003e","brand":"NeatlyRun","offers":[{"title":"Default Title","offer_id":67581369254082,"sku":"TRIBU-CLIENT-XLSX","price":19.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0765\/0928\/2498\/files\/tribu-client-quote-follow-up-dashboard.png?v=1790546265"},{"product_id":"invoice-payment-tracker-for-excel","title":"Invoice \u0026 Payment Tracker for Excel","description":"\u003ch2\u003eKnow what you are owed and who to follow up with.\u003c\/h2\u003e\n\u003cp\u003eA practical Excel invoice and payment tracker for small businesses, freelancers and sole proprietors who want a clear view of unpaid invoices without adding another monthly software subscription.\u003c\/p\u003e\n\u003ch3\u003eSee how the tracker works\u003c\/h3\u003e\n\u003cp\u003eRead the free 15-page customer walkthrough with real workbook screenshots, worked examples and easy setup instructions before you buy.\u003c\/p\u003e\n\u003cp\u003e\u003ca href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0765\/0928\/2498\/files\/Invoice_Payment_Tracker_Customer_Walkthrough.pdf?v=1790559066\" target=\"_blank\" rel=\"noopener\" style=\"display:inline-block;padding:12px 20px;background:#22766D;color:#ffffff;text-decoration:none;border-radius:5px;\"\u003eView the customer walkthrough (PDF)\u003c\/a\u003e\u003c\/p\u003e\n\u003ch3\u003eWhat you can track\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eClients, contact details and the balance owed by each client.\u003c\/li\u003e\n\u003cli\u003eIssued invoices, due dates, partial payments, refunds and overpayments.\u003c\/li\u003e\n\u003cli\u003eOutstanding and overdue balances, invoice aging and collections for a chosen date range.\u003c\/li\u003e\n\u003cli\u003eContact dates, promised payment dates, next actions and follow-up priorities.\u003c\/li\u003e\n\u003cli\u003eEnglish or Spanish reminder drafts to review and copy into your own email.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWhat you receive\u003c\/h3\u003e\n\u003cp\u003eOne editable \u003cstrong\u003eInvoice_Payment_Tracker.xlsx\u003c\/strong\u003e workbook with six working sheets: Dashboard, Clients, Invoices, Payments, Reminders and Quick Guide. Includes fictional sample records, real formatted Excel tables, automatic calculations and a company-name space. Prepared for 100 clients, 200 invoices and 500 payment or refund entries.\u003c\/p\u003e\n\u003ch3\u003eHow it works\u003c\/h3\u003e\n\u003col\u003e\n\u003cli\u003eAdd your clients and issued invoices.\u003c\/li\u003e\n\u003cli\u003eRecord every payment or refund on its own row.\u003c\/li\u003e\n\u003cli\u003eUpdate the Check date, review the dashboard and plan follow-ups.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003eBalances use all valid payments entered. The Check date controls overdue labels; the collection date range filters Net collections only. The walkthrough explains how to replace the examples safely.\u003c\/p\u003e\n\u003ch3\u003eBefore you buy\u003c\/h3\u003e\n\u003cp\u003eDesigned and tested in \u003cstrong\u003eMicrosoft 365 Excel Online\u003c\/strong\u003e. Your Microsoft account or Excel license is separate. Google Sheets, Apple Numbers and older Excel versions have not been verified. Use one business and USD per workbook. This tracker does not create invoice documents, calculate taxes, process payments, connect to your bank, send emails automatically or sync with other workbooks. No physical item is shipped.\u003c\/p\u003e\n\u003ch3\u003eDelivery and license\u003c\/h3\u003e\n\u003cp\u003eDigital delivery after payment, with \u003cstrong\u003e3 downloads per customer\u003c\/strong\u003e. Save your file securely; opening a saved copy does not use another download. Includes a \u003cstrong\u003eone-business license\u003c\/strong\u003e for the purchasing business and its employees to use internally. Internal backups are allowed. Reselling, public uploading or sharing the workbook with other businesses is prohibited. \u003ca href=\"\/pages\/digital-toolkit-license\"\u003eRead the digital toolkit license\u003c\/a\u003e.\u003c\/p\u003e","brand":"NeatlyRun","offers":[{"title":"Default Title","offer_id":67581934207170,"sku":"TRIBU-INVOICE-XLSX","price":19.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0765\/0928\/2498\/files\/Invoice_Payment_Tracker_Preview.jpg?v=1790558995"}],"url":"https:\/\/neatlyrun.com\/collections\/clients-leads.oembed","provider":"NeatlyRun","version":"1.0","type":"link"}