Shared Product Blueprint

Sales Follow-Up Tracker

A read-only Product Blueprint created with IdeaMade.

Sales follow-up tracker

Sales Follow-Up Tracker

A lightweight single-user tracker for a solo consultant to capture leads, move them through four pipeline stages, keep dated follow-up notes and next steps, and see active lead counts by stage.

Users and roles

The people who interact with the product.

Solo consultant

The single signed-in user who owns and manages all leads, notes, and next steps.

  • Capture new leads quickly
  • Track each lead's stage and next step
  • Review follow-up history before reaching out

Key workflows

The main paths users take to reach an outcome.

Capture a new leadSolo consultantCore
1

Open contactsGo to the contacts list to see existing leads or start adding one.

2

Add lead detailsEnter company or client name, contact person, contact details, source, expected value, assignee, and stage.

3

Set next stepOptionally record the next step for the new lead.

Outcome: A new lead exists in the New stage with contact details and an optional next step.
Move a lead through the pipelineSolo consultantCore
1

Open pipelineView leads grouped by the four stages.

2

Change stageMove the lead to New, In conversation, Won, or On hold.

Outcome: The lead appears in the correct pipeline stage column.
Follow up on a leadSolo consultantCore
1

Open lead detailFind the lead from contacts or the pipeline and open its detail page.

2

Add dated noteRecord what happened in the follow-up with today's date.

3

Update next stepSet the next action for this lead.

Outcome: A dated note is recorded and the next step is updated.
Review pipeline healthSolo consultantSecondary
1

View overviewCheck active lead counts by stage.

2

Drill into contactsOpen the contacts list to act on leads needing attention.

Outcome: The consultant knows how many active leads are in each stage.

Pages

5 pages in the MVP

OverviewShow active lead counts by stage so the consultant can see where the pipeline stands; when there are no leads yet, point to adding the first lead from the contacts list.
Signed in
Overview
Company or client nameContact personEmailPhone
ContactsList all leads with search and filtering, and provide the entry point to add a new lead when the list is empty or growing.
Signed in
Contacts
Search
PipelineShow leads in four stage columns and let the consultant move a lead between stages.
Signed in
Pipeline
Lead detailShow a single lead's details, next step, and dated follow-up notes, and allow editing details, updating the next step, and adding notes.
Signed in
Lead detail
Sign inAuthenticate the single consultant so their persistent lead data stays private to them.
Public
Sign in

Product decisions

Choices you can confirm directly in the Blueprint.

Assumptions

Items that should be verified before implementation.

The product is used by exactly one signed-in consultant; no sharing, teams, or multi-user permissions are needed.

Medium impactAccepted

Active lead counts on the overview exclude Won leads and count New, In conversation, and On hold leads.

Medium impactAccepted

No email sending, inbox sync, call or payment integrations, or automations/sequences are included; follow-ups are recorded manually.

High impactAccepted