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Cold Call Pipeline Tracker

Six numbers from you on the left. Everything on the right reads the CALL LOG.

YOUR NUMBERS

WHAT YOU DID

Touches logged
Total dials and attempts
Decision-makers reached
Appointments set
Bids requested
Estimated value on the table

WHAT IT CONVERTS AT

Connect rate (per dial)
Appointments per connect
Appointments per dial
DIALS PER APPOINTMENT SET
Appointments that became bids

WHAT IT IS WORTH

Weeks of calling logged
Jobs these appointments should produce
Revenue those jobs are worth
What one dial is worth
What an hour of prospecting is worth
Dials per week vs your target
Appointments per week vs your target

BEST CALL WINDOWS

7-9am connect rate
9-11am connect rate
11am-1pm connect rate
1-3pm connect rate
3-5pm connect rate
YOUR BEST WINDOW

BEST DAYS TO CALL

Monday connect rate
Tuesday connect rate
Wednesday connect rate
Thursday connect rate
Friday connect rate
YOUR BEST DAY

WHAT YOU OWE PEOPLE

Follow-ups on the calendar
Follow-ups you are late on
Next follow-up falls on
Doors you have parked
Do-not-call flags
Today drop-bys come due on

Call Log

One row per touch. Date, when you called, who, what happened, what is next.

DateDayCall windowCompany / buildingSegmentWho you asked forChannelDials / attemptsReached a decision-maker?OutcomeApptEst. job valueNext actionNext dateDue in (days)What you learned
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17

Where that leaves you

Want it as a spreadsheet you own?

The full workbook adds the tabs this page cannot: a monthly log, a dashboard with charts, and your own copy that works offline in Google Sheets or Excel. One purchase, no subscription.

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Cold Call Pipeline Tracker — the full workbook

Same formulas as this calculator, plus the tabs, the charts and a 12-month history that this page cannot hold. Google Sheets and Excel. One purchase, no subscription.

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Educational estimates only. These calculators and workbooks do the arithmetic on the figures you enter; they are general-purpose tools, not financial, investment, tax, legal, lending, insurance or construction advice, and no result is a quote, an offer, or a guarantee of any outcome. Results depend entirely on your inputs and assumptions. Verify anything you intend to rely on with a licensed professional — a CPA, attorney, lender, licensed contractor, or your own agent. WorkbookBarn and Marcos Gil accept no liability for decisions made using these tools. Marcos Gil is a licensed Kentucky real estate agent (License No. 296259) and is not a lender, CPA or attorney.

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