Free resource · Sales OS

Stop inbound leads going cold because follow-up depends on memory.

Get a simple Notion tracker and follow-up process you can install in 10–20 minutes to organise current enquiries, surface overdue follow-ups, and make sure every lead has a clear next action.

  • Inbound lead tracker. Every enquiry in one place.
  • Simple pipeline stages. From new enquiry to won or lost.
  • A "Needs Action" view. Opens to exactly who needs follow-up today.
  • Daily follow-up process. Five steps to keep every lead moving.
  • Weekly review checklist. The ten-minute habit that keeps the pipeline honest.
  • Two lightweight message templates. First follow-up and re-engagement.

Delivered as a Notion template you can duplicate in one click.

Preview: the "Needs Action" viewClean screenshot goes here:
one overdue lead, one due today,
each with its next action + follow-up date
Draft form · Kit embed goes here before launch

Get the free follow-up system

Enter your details and it lands in your inbox straight away.

No spam. Unsubscribe anytime. You'll also get the occasional practical note on sales & marketing systems.

It's on the way.

Check your inbox for The Inbound Lead Follow-Up System. It usually arrives within a minute. If you don't see it, check spam or promotions.

First step when it lands: add your current open enquiries, and give each one a stage, a next action, and a follow-up date. That's the whole habit, started.

Follow-up is only one part of the system

Inbound leads going cold is one leak. There are usually others, across how leads come in, how they're qualified, and how they're worked. Find the priority one.

Find the Biggest Leaks in Your Sales and Marketing System

In 15 minutes, get a clear view of what is breaking down and a personalised 60-day roadmap to fix it.

Why inbound leads go cold

The enquiries are coming in. The follow-up isn't keeping up.

For most service businesses the problem looks the same. Enquiries sit scattered across inboxes, messages, and notes. Follow-up happens when you remember, which means it happens inconsistently. Good leads go quiet, and you assume they weren't serious. And on any given day, nobody actually knows which leads need action right now.

A spreadsheet on its own won't fix that. What fixes it is a short, repeatable rhythm: every open lead has a stage, a next action, and a follow-up date, and once a week you clear the board. This template gives you both the place to track it and the rhythm to run it.

Who it's for: service-business owners who receive enquiries but do not yet have a reliable process for following them up.

The bigger picture

Follow-up is one leak. Find the rest.

If inbound leads are going cold, follow-up is probably not the only thing leaking. In 15 minutes, find the biggest leaks in your sales and marketing system and get a clear 60-day roadmap to fix them. No pitch. You leave with a plan either way.