Name: Dovea Follow-Up Command Center
Brand: Dovea
SKU: DOVEA-FUCC-V1
Price: 10.00 EUR
Availability: InStock

Dovea Follow-Up Command Center

€10,00

Keep your next client contact visible. This client follow-up tracker for Excel and Google Sheets organizes leads, next actions and follow-up dates so B2B freelancers and consultants can review their pipeline in one place.

What the system helps you do

Keep all active leads in one organized pipeline
See overdue follow-ups immediately
Separate follow-ups due today from those due later this week
Record the next action and next follow-up date for every opportunity
Track estimated deal value and pipeline value
Monitor won value and win rate
Review lead sources and sales stages
Keep simple outreach templates close to the workflow
Run a consistent weekly pipeline review

A clear daily follow-up command center

The Follow-Up Planner brings your most important actions into one focused view.

Start with overdue follow-ups, continue with items due today and then plan the rest of the week. Status filters help you focus on the leads that need attention now without searching through the full pipeline.

Lead pipeline

Add one row for each opportunity and record the information needed to move it forward:

Company or client name
Contact details
Lead source and sales stage
Estimated value
First contact, last contact and proposal dates
Next follow-up date
Short notes and next action

Automatic status fields identify overdue, due today, due this week, scheduled and missing follow-up dates.

Dashboard results

Review the most important pipeline figures in one place:

Active leads
Follow-ups due
Pipeline value
Won value
Win rate
Total leads
Reply rate
Proposals sent

Weekly review

Use the Weekly Review to check new leads, replies, proposals, wins and losses. Compare lead sources and sales stages, identify bottlenecks and decide what deserves attention next week.

Message templates

The workbook includes practical starting points for common outreach situations. Personalize each message before sending and update the pipeline after every reply, proposal or outcome.

What you receive

Microsoft Excel workbook (.xlsx)
Google Sheets access with a ready-to-copy template
Seven-page Quick Start Guide
License and Terms PDF
Start Here, Dashboard, Follow-Up Planner, Lead Pipeline, Weekly Review and Message Templates tabs
Replaceable example data
Automatic formulas, status fields and dashboard views

How it works

1. Replace the demo business name and select your currency and weekly review day.

2. Remove the example leads and add your own opportunities.

3. Give each active lead a stage, next action and next follow-up date.

4. Work from the Follow-Up Planner each day.

5. Update the pipeline when a lead replies, receives a proposal, is won or is lost.

6. Complete the Weekly Review and use the Dashboard to improve your process.

No advanced spreadsheet skills are required. Editable fields are designed for everyday use, while the main status calculations and dashboard figures update automatically.

Who it is for

Designed for B2B freelancers, independent consultants and small service businesses that manage several leads but do not need a complex subscription CRM.

Language and customization

The system is provided in English. Input fields, labels, templates and text can be customized for your own internal use. Formula cells should remain unchanged to preserve the calculations.

Compatibility

Designed for Microsoft Excel and Google Sheets. Google Sheets users receive access to a view-only master and create their own editable copy.

The system organizes dates, priorities and follow-up actions. It does not automatically send emails, calendar alerts, notifications or push reminders.

This product is a business organization and decision-support tool. It does not provide legal, financial, accounting or sales advice and does not guarantee leads, sales or revenue.