Every lead needs one owner and one next action.

This sample shows the simple tracker KK delivers inside the Merchant Growth Starter Pack. It is built for small businesses that lose inquiries across forms, DMs, screenshots, and memory.

Start a project brief View follow-up plan

Lead	Source	Status	Next action
Local studio owner	Website form	Warm	Send package options
Ecommerce seller	Social DM	Waiting	Follow up in 2 days
Service provider	Referral	New	Clarify target offer

Tracker Logic

Simple enough to use, structured enough to review.

Input

Capture the lead source.

Every inquiry records where it came from, what the person asked for, and what proof they need next.

Action

Assign the next move.

The tracker always has one next action and one next action date, so follow-up does not depend on memory.

Review

Look for patterns weekly.

At the end of each week, the business can see which source, offer, and objection matter most.

Status Rules

Five statuses keep the pipeline clean.

Status	Meaning	Action
New	Lead arrived but has not been reviewed.	Reply within 24 hours.
Warm	Lead replied or showed clear need.	Send proof and package options.
Waiting	The client has not replied yet.	Follow up after 2-3 days.
Won	Client paid or confirmed work.	Move into delivery room.
Lost	Client declined or stopped responding.	Close politely and keep notes.