Sales Lead Tracker Template for Tax Pros, CPAs & EAs ‚Äî 3-Part Client Funnel System

WHAT IT IS
‚Ä¢ The Sales Lead Tracker Template is a complete, easy-to-use client management system designed specifically for CPAs, EAs, bookkeepers, and small tax firms.
‚Ä¢ It helps you capture, track, and convert every lead‚Äîwithout the cost or complexity of a CRM.
‚Ä¢ This bundle includes everything you need to organize your leads, manage follow-ups, and turn inquiries into loyal clients.

WHO IT‚ÄôS FOR
‚Ä¢ Perfect for tax preparers and accounting professionals who need a structured system to manage client inquiries.
‚Ä¢ Ideal for solo practitioners, bookkeeping firms, and small CPA practices ready to grow and streamline operations.
‚Ä¢ Great for those who want to save time, reduce stress, and improve consistency in follow-ups and client onboarding.

WHAT‚ÄôS INCLUDED
‚Ä¢ Excel Lead Tracker Dashboard ‚Äì Built-in formulas, dropdowns, and charts that auto-calculate conversion rates and KPIs.
‚Ä¢ 10 Client Email Templates (Word) ‚Äì Ready-to-send messages for each stage of your funnel: inquiry, proposal, follow-up, and reactivation.
‚Ä¢ 20-Page Companion Funnel Guide (PDF) ‚Äì Clear instructions and insights on how to build and manage your own predictable client pipeline.

HOW TO USE IT
‚Ä¢ Enter new leads into the Excel tracker and select their source and status.
‚Ä¢ Send the matching email templates from the Word file to nurture your leads.
‚Ä¢ Review your dashboard to track real-time metrics, identify bottlenecks, and measure results.
‚Ä¢ Use the guide to understand how each stage of your funnel works and how to improve conversions over time.

WHY IT‚ÄôS HELPFUL
‚Ä¢ Turns your follow-up process into a system you can measure and improve.
‚Ä¢ Tracks conversion rate, lead source, and pipeline value automatically.
‚Ä¢ Gives clarity on what stage each client is in‚Äîso you never lose a lead again.
‚Ä¢ Adapted from proven lead funnel principles, refined for tax and accounting professionals.

SOFTWARE COMPATIBILITY
‚Ä¢ Microsoft Excel (2016 or newer) for full functionality
‚Ä¢ Microsoft Word for editable email templates
‚Ä¢ PDF reader for the companion guide

INSTANT DOWNLOAD INFO
‚Ä¢ Instant digital download‚Äîno waiting, no shipping.
‚Ä¢ Includes Excel (.xlsx), Word (.docx), and PDF (.pdf) formats.
‚Ä¢ Fully editable, reusable, and designed for both Windows and Mac.

KEY FEATURES
‚Ä¢ Auto-calculating KPI dashboard
‚Ä¢ Clean, professional Excel layout
‚Ä¢ Customizable firm branding (add your name and logo)
‚Ä¢ Email templates tailored for tax professionals
‚Ä¢ Clear instructions and funnel strategy guide

BENEFITS
‚Ä¢ Simplify your client management process
‚Ä¢ Save hours every month tracking and following up
‚Ä¢ Eliminate the need for expensive CRM tools
‚Ä¢ Build a predictable, organized client pipeline

INSTANT VALUE
‚Ä¢ Lifetime access, no recurring costs
‚Ä¢ Built for the software you already use‚ÄîExcel and Word
‚Ä¢ Plug-and-play format for immediate setup

FILE FORMAT
‚Ä¢ Excel (.xlsx)
‚Ä¢ Word (.docx)
‚Ä¢ PDF (.pdf)

DISCLAIMER
This is a digital download only. No physical product will be shipped. Results depend on how consistently the system is used and customized for your practice.

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Sales Lead Tracker Template for Tax Pros CPAs and EAs 3 Part Client Funnel System Excel Dashboard Email Templates and Guide Lead Conversion