ThisIsStrategyLead & estimate tracker
A spreadsheet with source, stage, owner, estimate value, next action, and follow-up date. Up to 50 existing leads imported from your supplied spreadsheet. No access to your business accounts is required.
FOR SMALL AND MEDIUM-SIZED SERVICE BUSINESSES
You sent the estimate.
Who’s following up?
Give every lead a source, every estimate a next step, and every sale a place to land. We review your process, organize up to 50 existing leads and estimates, show who needs attention today, and prepare your first 10 follow-up messages.
Request your $500 sprintOne-time setup · Clear scope · Your files to keep
THE LEAD & ESTIMATE FOLLOW-UP SPRINT
A usable system.
A defined finish line.
For businesses managing inquiries in texts, inboxes, or scattered spreadsheets. We organize the process before adding more software.
Follow-up playbook
Up to 10 personalized, ready-to-review follow-up drafts from your actual records, three reusable email templates and a 30-day follow-up schedule. You review and send every message.
Who needs attention today?
A dashboard showing overdue follow-ups, unanswered estimates and outstanding quoted value. Quoted value is potential business, never a forecast or promise of revenue.
Setup & handover
A review of your current process, one workflow, one business, a written handover guide, and one revision round. No live call required. Target delivery: five business days after scope confirmation and receipt of the needed information.
BUILT FOR A SIMPLE START
For businesses that
are done winging it.
Small and medium-sized cleaning, landscaping, painting, remodeling, detailing and other service businesses with owners or teams managing estimates and follow-ups.
From This Is Strategy, founded by Deonte Brown. Deliverables are prepared with AI assistance and checked against the agreed project scope.
What’s included—and what needs a separate scope
- One shared spreadsheet and a repeatable review process
- Ten personalized drafts plus templates tailored to your service and tone
- A 30-day follow-up schedule and daily attention dashboard
Paid software, custom integrations, automated email sending, advertising, lead generation, accounting advice, and ongoing support are outside this sprint. No sales or revenue outcome is guaranteed. Any additional work requires an agreed quote.
Download the starter tracker (CSV)CHECK THE ECONOMICS
How many extra jobs
would cover the setup?
Use contribution per job: sale price minus the direct costs to deliver it. This is arithmetic, not a forecast.
$500 ÷ $250, rounded up. Before taxes and other overhead.
START WITH A FIT CHECK
Tell us where
leads get stuck.
Send a short project request. We’ll confirm scope and availability before any payment is requested.
thisisstrategy@gmail.comAFTER YOUR FIT CHECK
Ready to start
your agreed sprint?
After we have confirmed availability and you have accepted your written scope and cancellation terms by email, we send a checkout link prepared for your project. The $250 deposit is part of the $500 total; the remaining $250 is due at handover.
PayPal processes your payment. This website does not receive your card details. Your project checkout ties the deposit to your accepted scope; we verify payment before work starts.
Initial payment$250
One-time deposit · $250 remaining
Request your project checkoutAlready paid? Email your transaction ID and business name to thisisstrategy@gmail.com. Do not send card or bank details.
Before you book
Will this automatically send my customers emails?
No. The base sprint provides editable templates and a reminder process. Automated sending needs a separate tool review and scope.
How do payment and delivery work?
After a fit check, you receive a written scope with availability, delivery and cancellation terms. Once accepted, pay the $250 deposit through PayPal; the remaining $250 is due at handover. Work starts after scope acceptance, payment confirmation, and receipt of the required information. Get your project checkout.
Can I use this on Apple devices?
The website works in your browser. The spreadsheet is provided as an Excel workbook that can be opened in a compatible spreadsheet app on Mac, iPhone, and iPad. Your chosen app controls sharing and synchronization.
How is my information used?
This page does not collect or store form entries on a server. Your email app sends your inquiry to This Is Strategy. Inquiry details are used to discuss your request; submitting an inquiry does not subscribe you to a marketing list. Request deletion by emailing thisisstrategy@gmail.com. Customer data is requested only after scope and access are agreed.