Why this helps first response
Most enquiry leaks are not caused by a missing CRM. They happen when the first reply does not capture the next detail, owner or due date. This tracker makes the next action visible.
Free no-signup spreadsheet
Tutoring lead tracker spreadsheet for parent enquiries and follow-up ownership.
Copy a lightweight CSV structure for website, email, WhatsApp or marketplace enquiries so staff can see missing details, owner, due date and handoff notes before a lead goes cold.
CSV columns to paste into Sheets, Excel or Airtable
Received date,Source,Parent/student name,Subject or programme,Level or grade,Goal or exam,Preferred format,Preferred days/times,Missing details,Reply status,Follow-up owner,Follow-up due date,Next action,Staff handoff note
2026-05-24,Website form,Example parent,Maths,Year 8,Improve confidence,Online,Tue or Thu evening,Target curriculum and time zone,Needs first reply,Admin,2026-05-25,Ask for missing details,Do not promise tutor availability until details are confirmed
Handoff rule
Before assigning the enquiry to another staff member, fill the missing-details column and add a short handoff note so nobody has to reread the whole thread.
Upgrade path
Turn the tracker into reply and follow-up prompts.
The Pellex tutoring prompt pack adds prompts that extract intake fields, draft safer parent replies, set follow-up owner/date and produce a staff handoff summary.
Buy for USD 1.80 with PELLEX80Prefer an async workflow audit?
Launch discount in StripePELLEX80USD 9 USD 1.80
Operational workflow support only. Staff should review before sending; this does not replace educational, safeguarding, legal or professional judgement.