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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 yours to reuse as often as you like.

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
  • Opens in Excel and in Google Sheets
$12.99one-time, no subscription
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Therapist Referral and Client Intake Pipeline Tracker — the workbook open in Excel

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What buyers say

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What it looks like

Therapist Referral and Client Intake Pipeline Tracker screenshot
Therapist Referral and Client Intake Pipeline Tracker screenshot

Every tab in the workbook

These are the actual sheet names in the file, in order, read out of the workbook itself.

Works in

Honest scope

This is a planning and bookkeeping template, not tax or accounting advice. The numbers it reports are the numbers you enter.

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Therapist Referral and Client Intake Pipeline Tracker$12.99Buy on Etsy