A customer list with a next step.
Download a free CSV template for contractor leads, contact details, sources and follow-up dates. Open it in Excel, Google Sheets or another spreadsheet. The example records are fictional; replace them with customers you have permission to store.
How to use it
- Keep one untouched copy and one working copy.
- Put one customer on each row; format phone numbers as text.
- Use New, Contacted, Quoted, Won or Lost for lead status.
- Choose an owner and a next follow-up date for active inquiries.
- Review the list each morning. When you need shared history and jobs, import the CRM-ready file into your workspace.
Read the follow-up guide for message examples you can adapt.