Description
A tracker for managing first outreach to potential clients. One row per contact, with columns for what you said, when, and what happened next.
What’s included
- CSV template file (opens in Google Sheets or Excel)
- Outreach log with columns for contact, organisation, relationship type, and status
- Message summary column to track what you said and when
- Follow-up status tracker with next action prompts
Who it’s for
Useful if you are doing outreach for the first time and things are slipping through the cracks, or if you are restarting business development after a quiet period and need to rebuild momentum. Not useful if your problem is not having enough contacts to reach out to. This organises existing outreach; it does not generate new leads.
If it works
If you update it after every interaction, you will know exactly where each relationship stands and when to follow up. The main benefit is not the tracking itself but the habit of following up, which most freelancers do inconsistently because they have no system prompting them.
Outreach trackers do not convert contacts into clients. That depends on the quality of the relationships and the relevance of what you are offering. This just means you stop losing track of people who might have become clients if you had stayed in touch.
Before you download
- This is a CSV file. Open it in Google Sheets or Excel. It will not work as a document or a PDF.
- After downloading, you will find the file in your account under My Downloads.
- You are getting a licence to use and adapt this for your own work. You cannot sell, redistribute, or share it with others.
