Therapist Referral and Client Intake Pipeline Tracker
Response time to conversion, measured. The file records enquiry date and first-response date, computes response hours, and shows conversion rate bucketed by response speed — under 4 hours, 4 to 24, 24 to 48, over 48. Seeing their own conversion collapse past 24 hours is the insight, and it is the kind of specific finding a buyer screenshots and shares. It opens in Microsoft Excel and in Google Sheets, has no macros and nothing to install, and is reusable every school year.
What it does
- Response time to conversion, measured.
- Built around the dates that actually bite: Enquiry response windows — conversion collapses after 48 hours — and monthly caseload targets.
- Enquiries tab
- Referral Sources tab
- Response Analysis tab
- Conversion Funnel tab
- Follow Up Queue tab
- Every threshold and dropdown editable on the Lists tab, nothing hardcoded
- Two files included: a blank workbook and a filled example to learn from
- Works in Excel and Google Sheets, no add-ons or macros
Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- Getting Started
- Dashboard
- Enquiries
- Referral Sources
- Response Analysis
- Conversion Funnel
- Follow Up Queue
- Lists
What it looks like
Works in
- Microsoft Excel 2016 or later, Windows and Mac
- Google Sheets - upload to Drive and open
- No macros, no add-ins, no subscription
Honest scope
This is an organizational template. It reports the data you enter. It does not determine mastery, eligibility or compliance, and it does not replace your district or clinic documentation system - those stay your professional judgement.