OPS02 — Client CRM & Follow-up System

Stop losing warm leads because you forgot to follow up. Build a pipeline that closes itself.

Built for freelancers and consultants who run their own sales — without a CRM, without a team, without a system that actually works.

What you get out of it

• Track every prospect from first contact to closed deal in one clean view — no lead falls through the cracks.
• Run structured follow-up sequences without feeling pushy — timed reminders that keep you professional.
• Know your conversion rate and pipeline value at any moment — so you can forecast revenue, not just guess it.

What's included

Lead pipeline tracker  ·  Follow-up sequence log  ·  Deal stage dashboard  ·  Conversion rate tracker  ·  Quick Start guide (PDF)

Best for

✓ Freelancers and consultants doing their own outreach
✓ Solo operators managing inbound and outbound leads
✓ Service businesses converting proposals into contracts

Frequently asked questions

Q: What format is this?
A: Excel (.xlsx) — compatible with Excel, Google Sheets and Numbers.

Q: Is this a subscription?
A: No. One-time purchase. You own it forever.

Q: How long to set up?
A: Under 15 minutes with the included Quick Start guide.

Operators who bought this also use:

OPS01 — Invoice & Payment Pipeline ($49)
FLW19 — Client Control Engine ($49)