Track every lead, organize your operation and never let an opportunity slip away again. Ready to use in under 5 minutes.
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Most WhatsApp sales are not lost in the first conversation: they are lost in the second, third and fourth contact that never happened. The spreadsheet exists to record who replied, who is waiting for a response, and what the next step is, with a date attached.
Each lead comes in with source, status, estimated value and date of the next contact. The dashboard adds it all up automatically and shows how much your operation has in negotiation right now, without depending on anyone's memory.
The template already comes with a suggested cadence: first callback within 24 hours, second in 3 days, third in 7, and a last reactivation contact in 21 days. After that the lead becomes lost with a reason recorded, which feeds your future campaigns.
Each step has a ready-made script to copy and adapt, written to sound human rather than like an automatic charge reminder.
A spreadsheet works well up to two or three people handling service. Above that, someone always forgets to update it and the data stops being reliable. The clear sign is when two agents talk to the same customer, or when nobody can say what is going to close this week.
At that point, the way forward is a funnel that moves on its own with every conversation, with no manual typing. That is exactly what Loopilot does inside WhatsApp.
XLSX, ready to open in Excel, Google Sheets or LibreOffice. Nothing needs to be installed.
No. The formulas and the dashboard already come ready. You just fill in the lead rows and the rest updates itself.
It works for a small team if you put it on Google Sheets and use the owner column. Above three agents, it is worth migrating to an automatic funnel.
No. The download is free and the spreadsheet is yours to use and adapt however you want.