Outreach Tracker

A free mini customer list: who you contacted and what's next.

Spreadsheet
4 pages
About 30 minutes to fill in
Google Sheets · Excel · PDF

Making this yourself would take about 6 hours: working out the steps, writing the examples and setting it up in Google, Microsoft and PDF. It's done for you.

This document

Outreach Tracker, all three formats

First Customers pack

This one plus 3 more First Customers documents

$20

The voice in this video is George's, made with AI.

What it's for

You're reaching out to people one at a time to find your first customers. You need to remember who you messaged, who answered and who needs a reminder. It's a free mini customer list.

What you'll need: About 30 minutes to build your first list, then a few minutes a day while you're reaching out. Google Sheets (free) or Microsoft Excel, or a notebook. Nothing to buy.

Pairs well with

Find Your First Customers (how to write the message and read the replies)
Handling "No" and Asking for Feedback (learn from the no's)

What you'll leave with

A list of about 20 people: how you know them and the best way to reach them.
What you sent, when, and what they said.
Next steps with dates, and a flag on anything overdue or due this week.
Counts of messages, replies, reply rate, customers and money from the list.

Look inside

Sample page from Outreach Tracker. Page 3: The Example tab, filled in by Grace. — Page 3: The Example tab, filled in by Grace.

Sample page from Outreach Tracker. Page 4: The Your Turn tab, ready for your own numbers. — Page 4: The Your Turn tab, ready for your own numbers.

How to use it

Work through the steps in order. Each one has a worked example and space to write your own answer.

Open the Start Here tabRead the steps, the color key and the free tools.
Look at the Example tabSee how Grace found her first pet sitting customers.
Your Turn, your listWrite 20 people who might need what you offer, or know someone who might.
Your Turn, messagesSend a short, personal message and note what you sent and the date.
Your Turn, repliesPick the reply type, note what they said, and write the next step and a date.
Your Turn, customersIf someone becomes a customer, mark Yes and add the money.
Read the resultsEach week, check the Status column and the counts at the top. Follow up once after a week with no reply, then let it go.

Tips

Read every message before you send it, and make sure it sounds like you.
One follow-up is kind. More than that is pestering.
This works well for your first 50 to 100 people. After that, a free customer list tool may help.

Three formats, one purchase

Google SheetsMake a copy in your Google Drive and type straight into it.
Microsoft ExcelDownload and fill it in on your computer.
PDFPrint it and fill it in with a pen.

First Customers pack

Also in the First Customers pack

4 documents in all

Workbook10 pages
Find Your First Customers
Reach out to real people, one at a time, and land your first paying customers.
About 10 hours to make yourself
$7See what's inside
Workbook8 pages
Handling "No" and Asking for Feedback
Learn from every no, and ask your first customers what worked.
About 8 hours to make yourself
$7See what's inside
Workbook9 pages
Delivering Your First Jobs Well
Start, deliver and close out every job the same good way.
About 9 hours to make yourself
$7See what's inside

Ready to start?

Pay once, keep it, and download it as often as you like.