Estimate Follow-Up Tracker, Contractor Sales Pipeline, Close Rate, Lead Tracker, Quote Tracker, Excel Google Sheets

Estimate follow-up tracker for Excel & Google Sheets: 200-estimate pipeline that tells you who to call next, plus close rate by source and follow-up scripts.

Most flooring estimates die of silence. Follow up on time and close more

Every estimate you send, followed up on schedule, with your close rate by lead source and price range.

WHO IT'S FOR
Anyone who sends more estimates than they close

SOUNDS FAMILIAR?
✕ Estimates go out and nobody calls back – including you
✕ You don't know your close rate or which leads are worth it
✕ The follow-up text is written from scratch every time

WHAT THIS PACK FIXES
✓ Oldest-first call list every morning
✓ Close rate by source, by price range, by month
✓ Scripts for texts, emails and the call

FLOORING ESTIMATE FOLLOW-UP + CLOSE RATE TRACKER – WHAT YOU GET
• Flooring Estimate Follow-Up + Close Rate Tracker.xlsx: Settings (follow-up days, the day an estimate counts as no response, lead sources, products, lost reasons), Pipeline (200 estimates: sent date, amount, product, lead source, three follow-up dates and results, status, booked amount, lost reason – with a next-action column that tells you what's due and auto-counts silence as 'no response'), a Today list sorted oldest-first, and a Dashboard of close rate by lead source, by product and by price range, average ticket and why you lose.
• EXAMPLE - Estimate Follow-Up Tracker.xlsx: Filled in with 30 estimates over a quarter – won, lost, pending and gone quiet – so the Dashboard has something to say.
• Follow-Up Scripts - texts, emails and call script (.docx + .pdf): The words for every step of the tracker: the estimate email, the day-2 text, the day-5 call script with objection answers, the day-10 email, the day-30 close-out, what to send when you lose, the 90-day re-engagement, and the review ask after the job.
• START HERE PDF: what's in the download, how to open it in Excel / Google Sheets or Word / Google Docs, a quick start and tips

HOW TO ACCESS
Instant digital download – nothing ships. After checkout Etsy shows a Download button, and the files stay under Purchases & Reviews on etsy.com (downloads don't work in the Etsy app – use a browser). The download is a ZIP: extract it first (Windows: right-click → Extract All; Mac: double-click), then open the files in Excel or Google Sheets and Word or Google Docs. Set it up once on a laptop, then use it anywhere. Because it's a digital file, returns aren't possible – but if something doesn't open or you're stuck, message us and we'll sort it out.

GET THE WHOLE SET
This pack is part of the Everything Bundle – all 42 Trade Templates Co. packs for $199 – and the Flooring Business Bundle ($99). Search our shop for "bundle".

Questions before you buy? Message us – we answer within a day.

AI disclosure: these templates were built with the assistance of AI tools and reviewed, tested and edited by the seller.