AI Arbitrage™ · Members
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Bonus 4 — Client Outreach Tracking Sheet

Track every prospect, outreach, and follow-up in one place. Never lose a lead or forget a follow-up again — your pipeline stays clean from day one.

Google Sheet · Bonus 4

Outreach Tracking Sheet

The exact sheet I use to track every lead from first contact to closed deal. Pre-built columns for status, scores, touch dates, and notes — just make a copy and start adding leads.

📊 Open in Google Sheets ↗

How To Use It

  • Click File → Make a copy (save it to your own Google Drive)
  • Add a new row for every lead you find (use Bonus 2 niche list to source them)
  • Score each lead 5–25 using the rubric in the sheet's "Scoring Guide" tab
  • Sort by score descending — contact your top leads first
  • Update Status as each lead progresses: pending → contacted → replied → demo → closed
  • Use the Touch Dates columns to know exactly who to follow up with today