Contractor Customer Manager | Excel CRM for Tradesmen | Lead Pipeline Follow-Up Templates Action Center | Electrician Plumber HVAC

🔧 NEVER LOSE A LEAD. NEVER FORGET A FOLLOW-UP.

Most contractors do steps 1-6 of the customer relationship well — answer
the call, give the quote, do the work, get paid. Then they drop the ball
on steps 7-8: the follow-up, the review request, the re-engagement.

That's where the recurring revenue lives. This workbook fixes it.

Built by a working tradesman who runs his own customer lifecycle this way.

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⚡ THE HEADLINE FEATURE: ACTION CENTER

Open one tab Monday morning and see your entire week:

• OVERDUE (red) — needs attention NOW
• DUE THIS WEEK (yellow) — your week's plan
• UPCOMING (next 30 days) — forward visibility

Plus a "Revenue Opportunity" callout that totals your weighted pipeline
value due this week. Reframes follow-up from chore to revenue work.

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📊 WHAT'S INSIDE — 13 PROFESSIONAL TABS

▸ Cover & Quick Start — set up in under 10 minutes
▸ Setup — one-time business configuration
▸ Customer Master — central database, 1000 rows pre-built
▸ Lead Pipeline — active leads, stage tracking, weighted value
▸ Quote Tracker — win rate, lost-reason analysis
▸ Communication Log — every interaction, every customer
▸ Action Center — the headline Monday-morning tab
▸ Review Request Tracker — find the gaps in your reputation
▸ Source Analysis — which marketing channels actually pay
▸ Repeat Customer Dashboard — gold mines vs dormant accounts
▸ Templates Library — 30 done-for-you contractor messages
▸ Glossary & Best Practices — definitions and tactics

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✉️ 30 DONE-FOR-YOU MESSAGE TEMPLATES

Written in contractor voice. Direct, no-nonsense, friendly without
being weird. Five categories:

• Quote-Stage (5) — initial follow-up through final loss closeout
• Job-Stage (5) — confirmation through change orders
• Post-Job (6) — review requests, satisfaction checks, anniversary
• Re-Engagement (5) — dormant outreach, win-back, referral asks
• Bonus (5) — late payment notices, polite declines, lead response

Replace [Customer Name], [Job Description] etc. with your specifics.
Copy, paste, send.

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🛠️ EVERYTHING AUTO-CONNECTS

• Log a Communication → Customer Master's Last Contact updates
• Mark a Quote as Won → Customer's # Jobs and Lifetime Value update
• Add a Next Action → Action Center pulls it automatically
• Customer dropdowns everywhere pull from Customer Master

You log each interaction once. The workbook handles the visibility.

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💡 SOURCE ANALYSIS — THE KILLER INSIGHT

Customer Master sliced by lead source. Tells you exactly which
marketing channels produce profitable customers — not just leads,
but revenue. After 3 months of data:

"Referrals produce $4,200 average customer value. Yelp produces $890.
Stop spending time on Yelp."

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📦 WHAT YOU GET

✓ Customer_Lifecycle_Manager_v1.0.xlsx — full workbook
✓ Quick Start Guide PDF — step-by-step walkthrough (10 pages)
✓ README with file list and support info
✓ Lifetime access to your purchased files
✓ Free updates if we improve the workbook

Delivered as an instant digital download immediately after purchase.

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✅ REQUIREMENTS

▸ Microsoft Excel 2016 or newer (Windows or Mac)
▸ Also works in Google Sheets, Numbers, and LibreOffice Calc
▸ Mobile Excel app supported

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📬 SUPPORT

Questions before buying? Send a message — response within 24 hours.
Issue with the file after purchase? Same — message us and we'll sort it out.

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🔧 PART OF THE COMPLETE CONTRACTOR BUSINESS SYSTEM

This workbook tracks the customer relationship. It pairs with:

• Job Profitability Tracker — tracks whether each job paid
• Break-Even Calculator — your hourly rate
• Flat Rate Price Books — quote at the right price
• Contractor Forms Bundle — the documents you hand customers

Browse the full catalog at tradesmanoffice.co or here on Etsy.

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⚠️ INSTANT DIGITAL DOWNLOAD — NO PHYSICAL ITEM SHIPPED
⚠️ DUE TO THE NATURE OF DIGITAL PRODUCTS, ALL SALES ARE FINAL