Give every lead a consistent record
Start with a structured sheet and adapt it to admissions enquiries, workshop registrations or sales leads. Keep contact fields consistent so your follow-up scripts can read them reliably.
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Keep your enquiries and next steps in one lead tracker.
Organise enquiries and follow-ups with a Google Sheets lead template. Pair your lead tracker with LeadFlow AI email and WhatsApp workflows.
Connect tracking with follow-up
Use your lead sheet with LeadFlow AI to prepare email and WhatsApp follow-ups. Match the generator settings to your actual column headings and test on a small set of records first.
Keep your team organised
Agree who updates the sheet and how you record a completed follow-up. Restrict sharing to the people who need access and use only contacts you are authorised to message.
Common questions
Does this import Meta ad leads automatically?
The template does not supply a Meta connector. Import leads yourself or configure a suitable connection to your Google Sheet.
Do I need a paid Google Workspace account?
You need a Google account that can use Sheets and Apps Script. Available quotas and organisation policies depend on your account.
Explore the other LeadAI utilities
LeadFlow AI: Google Sheets Email & WhatsApp Follow-upGoogle Sheets Email Automation & RemindersHTML Newsletter Builder with Live PreviewFree QR Code GeneratorQR Tickets for Google Sheets
Plans: 15 days free, ₹499/month or ₹5,000/year. Compare plans and course offers.