You will get a lead & follow-up tracker you own (Sheets or Excel)
Project details
Stop losing jobs to a forgotten follow-up. A lead tracker you own outright that shows who to call back today and which marketing actually becomes paying work.
The contractor who calls back first usually wins the job, and this makes sure that's you. I build you a lead and follow-up tracker tailored to your trade: your job types, your lead sources, your stages. You get an at-a-glance dashboard (active leads, overdue follow-ups, conversion rate, pipeline value) and a leads-by-source table that shows which marketing channels actually produce paying jobs. From the Complete plan up, your Google Sheets version sends you an automatic daily email listing exactly who's overdue to call back, so the system remembers for you. You own the file outright, for less than a few months of a $49 to $450 per month CRM, with no monthly fee ever.
This is a system you own, not a CRM subscription and not a blank spreadsheet. It's delivered ready to use with a written walkthrough guide and revisions included. It makes consistent follow-up easy; it doesn't guarantee sales. That part's on your hustle.
The contractor who calls back first usually wins the job, and this makes sure that's you. I build you a lead and follow-up tracker tailored to your trade: your job types, your lead sources, your stages. You get an at-a-glance dashboard (active leads, overdue follow-ups, conversion rate, pipeline value) and a leads-by-source table that shows which marketing channels actually produce paying jobs. From the Complete plan up, your Google Sheets version sends you an automatic daily email listing exactly who's overdue to call back, so the system remembers for you. You own the file outright, for less than a few months of a $49 to $450 per month CRM, with no monthly fee ever.
This is a system you own, not a CRM subscription and not a blank spreadsheet. It's delivered ready to use with a written walkthrough guide and revisions included. It makes consistent follow-up easy; it doesn't guarantee sales. That part's on your hustle.
What's included
| Service Tiers |
Starter
$500
|
Standard
$900
|
Advanced
$1,700
|
|---|---|---|---|
| Delivery Time | 5 days | 7 days | 10 days |
Number of Projects | 1 | 1 | 1 |
General Project Consulting | - | ||
Define Project Goals | |||
Define Deliverables & KPIs | |||
Establish Schedule & Milestones | - | - | - |
Risk Management | - | - | - |
Resource Management | - | - | - |
Budget Management | - | - | - |
Project Reports | |||
Project Diagrams Provided | - | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$50 - $100Frequently asked questions
About Corey
Grant Writing & Nonprofit Setup: 501(c)(3), Governance & Funding
Fort Wayne, United States - 6:29 am local time
My background: 12 years running my own consulting practice, and 12 years as an Atlanta Police Department officer before that. I have government-contract experience, including with the City of Atlanta, and I founded and run my own IRS-approved 501(c)(3), the Lumoset Foundation. The process I help you with is one I have personally been through.
What you can hire me for:
• Grant and proposal writing. Funder-matched research and a funder-ready proposal, built on a reusable Foundation Package you keep. Flat fee, never a percentage of your award.
• 501(c)(3) application package. Articles, bylaws, conflict-of-interest policy, activity narrative, pre-filled IRS portal entry, and a pre-submission review that catches the avoidable errors.
• Governance package. Board-ready bylaws, COI policy, board agreements, first-meeting minutes, and a first-year compliance checklist, all tailored to your sector.
How I work is simple. You fill out a short intake form, I prepare your deliverable (typically 3 to 7 business days), and then you review it, own it 100%, and get plain-English next steps. Every deliverable goes through a documented quality check.
New to Upwork, but not new to the work. See my portfolio for exactly what you would receive before you hire me.
Important: I am a document-preparation and writing service, not a law firm, accounting firm, or tax advisor, and I do not provide legal or tax advice. I prepare your documents from the information you provide. I never guarantee an outcome such as IRS approval or a grant award.
Steps for completing your project
After purchasing the project, send requirements so Corey can start the project.
Delivery time starts when Corey receives requirements from you.
Corey works on your project following the steps below.
Revisions may occur after the delivery date.
Review your intake and pipeline
I confirm your trade, the stages a lead moves through, your lead sources, and whether you want Excel or Google Sheets, then map your workflow before building.
Build your custom tracker and dashboard
I build the tracker around your pipeline with a status workflow, color-coded overdue alerts, an at-a-glance dashboard, and sample data written in your industry's language.