TidyOps Cleaning Lead Tracker
TidyOps Cleaning Lead Tracker is a downloadable working resource. Record cleaning inquiries, their source, status, and next action without counting every inquiry as a customer.
Overview
Authoritative supplied XLSX preserved byte-for-byte, with a branded guide companion.
What's included
- Workbook overview
- Key inputs and outputs
- Workflow tips
- Usage guide
How to use this template
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When should I use this resource?
Record cleaning inquiries, their source, status, and next action without counting every inquiry as a customer.
How could I use it in practice?
For example, keep a new web inquiry as a lead while you clarify the address and requested service. Record an estimate when it is actually issued and a booking when it is confirmed. If the inquiry is unsuitable, record the reason rather than deleting it to improve the conversion percentage.
What should I not assume?
The tracker is not a lead-delivery integration. Duplicate inquiries and missing outcomes need review before calculating channel performance.
By TidyOps · Supplemental guidance updated
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Download version updated September 9, 2026; page guidance updated October 5, 2026
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