Built by an agent, for agents. Track every lead from first contact to sale, and see who needs a call today.
What’s inside
- Printable lead log, weekly follow-up planner and monthly pipeline snapshot
- Spreadsheet that flags who is overdue, due today or tomorrow
- Pipeline counts by stage, close rate by lead source and sales by product line
- A privacy rule built in: no health details, Medicare numbers or dates of birth, ever
Every format
- Printable PDF in 4 color themes: Classic Navy & Teal, Onyx & Gold, Emerald & Charcoal and Terracotta & Cream
- Spreadsheet that does the math for Excel, Google Sheets, OpenOffice and LibreOffice
- A filled-in SAMPLE to learn from, plus a BLANK copy for your records
- A one-page Start Here guide
Good to know
- Instant download: your download link appears on the order confirmation page and in your order email.
- One payment. Nothing renews.
- Questions? Email support@agentledgerllc.com and a real person will help.
- For your personal use. Please don’t resell or share the files.
- For organization and record keeping, not tax advice.
