Promoter

Promoter: Client CRM & Lead Tracker for Creatives

Stop losing bookings to forgotten follow-ups.

Promoter is an Excel lead tracker built for musicians, artists and creative freelancers. It keeps every enquiry in one place, tells you who to follow up with today, and shows which leads actually turn into paid work. No subscription, no macros.

What's inside

• Dashboard: 12 key numbers, a Follow Up Now list, pipeline by stage, best lead sources, monthly bookings vs goal, biggest open deals, why leads were lost, and 3 charts.
• Pipeline Board: one coloured column per stage, biggest quote first. Change a lead's stage and it moves automatically.
• Leads: one row per enquiry with simple dropdowns. Follow-up status, likely value and days open are worked out for you.
• Settings: set your currency, goals, stages and dropdown lists.
• How to Use guide: set up in minutes.

Why you'll love it

• Overdue follow-ups turn red, today's turn amber.
• See which channels actually book, not just which get likes.
• Get a realistic pipeline value based on each lead's chance of booking.
• Five minutes a day keeps every lead moving.

Win back one forgotten lead and it's paid for itself.

Perfect for: musicians, DJs, event performers, artists, photographers, teachers and creative freelancers.

What you get: 1 Excel file (.xlsx) with 5 tabs, sample data you can clear in seconds, and an instant download.

Requirements: Excel 365 or Excel 2021 or newer (Windows, Mac or Excel for the web). No macros needed.

Part of The Backstage Collection. Pairs perfectly with Stagehand.

Digital product. For personal or single-business use only.