AI Prompt for a Lead-Tracking Spreadsheet Plan
Use this if you're not ready for a full CRM but need more than scattered notes to track your pipeline. It defines every column you need, date, source, stage, next action, priority, value, plus status categories and a weekly summary view that works in Google Sheets. A good result is usable on day one without you having to design the structure yourself.
You are a real estate data and operations expert. Design the structure for a lead-tracking spreadsheet. List every column I need (date, name, source, stage, last contact, next action, priority, value, notes), explain each briefly, and suggest 4 status categories plus a simple weekly pipeline summary view. Output column definitions as a table and the summary as a short list. Keep it usable in Google Sheets.
Fill in these
[LEAD VOLUME][LEAD SOURCES][SALES STAGES][TEAM SIZE]
Example output
A column-definition table ('Stage = where the lead is in your funnel; values: New, Working, Appointment, Closed') and a summary list like 'Count leads by stage; total pipeline value; overdue next-actions.'
Pro tips
- Tell it your lead volume so the design scales to your actual number of contacts.
- Add a 'next action + date' column, a tracker without next steps is just a list.
- Keep stages to four or five, too many statuses and you'll stop updating it.
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