Lead tracker
Turn six fictional inquiries into a follow-up list. Keep each lead tied to its source, review a possible duplicate and honor a request to stop contact.
Download lead tracker ZIP
CSV files, source inquiries and a start guide
Free resources
Keep the useful parts
close to the work.
Start with the customer-reply kit. When you want to explore another task, use one of the optional exercises below. Each comes with instructions and clearly labeled fictional information.
One Task Workflow Kit
The four-page customer-reply worksheet, facts sheet, prompt and review checklist from the tutorial. Includes an exercise for spotting unsupported claims and an optional sheet for your own timing notes.
Optional fictional practice exercises
Business FAQ
Check ten fictional questions against supplied policies. Leave answers unresolved when information is missing, stale or conflicting.
Download FAQ ZIP
Policies, FAQ examples and a start guide
Service quote
Check a fictional quote against its source figures. Find the wrong subtotal and keep the final payable amount pending when tax information is unknown.
Download quote ZIP
Source figures, reviewed examples and a start guide
Weekly plan
Organize fictional work around available capacity. Keep missing owners, dates and dependencies visible as you review the plan.
Download weekly plan ZIP
Planning notes, reviewed examples and a start guide
These are educational exercises, not customer case studies or measured business results. Read the start guide after extracting each ZIP. A spreadsheet app or text editor is enough to explore the files; no scripts are required. Review your own business information before adapting a workflow.