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Free worksheet · estimate follow-up

Give every estimate
a clear next step.

A simple spreadsheet for the person who keeps your estimates moving. Track the customer, the owner, the status, and when to follow up.

One shared place to check.

  • Record estimates and their follow-up dates.
  • Choose statuses from a dropdown.
  • Start with fictional examples, then replace them with your own.

This is an Excel workbook. It helps you organize follow-up; it does not send messages or connect to your customer accounts.

Read the estimate follow-up checklist →

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Preview of the estimate follow-up tracker’s column headings, with fictional example rows.
Preview of the workbook’s columns. The example rows are fictional; replace them with your own. The workbook does not send reminders.

The ten columns

  1. Estimate ID
  2. Customer / job
  3. Sent date
  4. Amount (USD)
  5. Owner
  6. Status
  7. Last contact
  8. Next action
  9. Next action date
  10. Contact allowed?

Estimate tracker preview

Preview of the estimate follow-up tracker’s column headings, with fictional example rows.

Fictional example rows. This is a picture of the workbook’s cells, not an app.