Free Consultant CRM Spreadsheet Template
Qualify consulting leads by account, sponsor need, source, stage, owner, next action, follow-up date, and estimated engagement.
Do this with AI
Make this consultant CRM fit your sales process.
Open the workbook and ask Griddy to adapt qualification stages, scope labels, sources, owners, follow-up dates, or next actions.
What is in this workbook?
This workbook has three sheets: Consulting Lead Dashboard, Consulting Leads, and Setup. Consulting Lead Dashboard is the quick-review surface, Consulting Leads is the editable working log, and Setup holds supporting inputs, reusable context, or working rules.
How the workflow and formulas work
Use Consulting Leads for prospect account, high-level scope or sponsor need, source, stage, owner, next action, follow-up date, and estimated value; use Setup for stage definitions, qualification rules, review cadence, and safety boundaries. Consulting Leads totals all listed estimated value in H17. Consulting Lead Dashboard calculates open lead count and open estimated value from rows whose stage is not one of that workbook's terminal stages, while its action queue follows the workbook's follow-up rules. Stage validation and attention formatting keep entries reviewable.
How to use it in Griddy
Replace the sample values before sharing, then review the calculated Consulting Lead Dashboard fields after editing the working log. The workbook includes a dropdown validation resource and a conditional-formatting resource for the relevant review or status fields.
Keep sensitive records out of the workbook
Use account labels and high-level scope only. Keep confidential client materials, private contacts, contracts, and credentials elsewhere. This workbook is a planning aid and does not replace accounting, legal, HR, tax, or education-record systems.
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Read guideDo this with AI
Make this consultant CRM fit your sales process.
Open the workbook and ask Griddy to adapt qualification stages, scope labels, sources, owners, follow-up dates, or next actions.
