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LEAD LEDGER cover
AUTOMATION

LEAD LEDGER

Intake form + lite-CRM + follow-up routine

$9.70$97-90%
Buy for $9.70

Service or course. We email you within 24h after checkout to begin.

Secure Stripe checkout 48h fair refund Free updates

It tracks and prioritizes leads; you send every message by hand. No "passive income" and no income promise; it is a real service you deliver. Consent-gated and opt-out-respecting. Not legal advice; rules vary by country.

Small businesses lose money the same quiet way every week: an enquiry comes in, gets half-noticed, and is never followed up. LEAD LEDGER is a complete offer kit for a solo operator who wants to fix that for them, for a fee.

Three pieces work together. A tidy web intake form captures the enquiry with real consent. A self-contained lite-CRM de-duplicates, scores, and tracks every lead. And a follow-up routine tells the business each morning exactly who to chase, why, and by when. No monthly software bills, and it only ever touches people who filled in the form and agreed to be contacted.

What you get

  • lead_ledger.py engineA scored, tracked lead pipeline that de-duplicates incoming enquiries and produces a daily follow-up worklist of exactly who to chase, why, and by when.
  • intake-form.htmlA real, ready-to-place web form whose fields map exactly to the engine, so captured enquiries flow straight into the pipeline with no manual re-typing.
  • Consent and opt-out built inThe form captures real consent and the engine respects opt-outs, so it never chases anyone who asked not to be contacted.
  • Follow-up templatesReady-to-edit message templates for first touch and chase-ups, so the business owner sends every reply by hand without staring at a blank screen.
  • Delivery SOPA step-by-step standard operating procedure for installing the kit and handing it over cleanly to the client.
  • Outreach and paperworkThe outreach material and paperwork to help you approach a small business, present the kit, and set up the work as a paid service you deliver.
  • Retainer offerA ready-made retainer offer template you can present after the one-off setup, for clients where an ongoing arrangement is a genuine fit.

Everything in the kit

  • lead_ledger.py: scored, tracked lead pipeline plus a daily follow-up worklist
  • intake-form.html: a working web form whose fields match the engine exactly
  • Built-in consent capture and opt-out handling
  • Follow-up message templates for first contact and chase-ups
  • Delivery SOP, outreach material, and the paperwork to set up the work
  • A ready-made retainer offer template for an optional ongoing arrangement

Who it is for and how you run it

  • Built for a solo operator selling a simple service to local small businesses
  • No coding required: place the form, run the engine, follow the SOP
  • Runs locally with no monthly software bills to pass on or absorb
  • Sell it as a one-off setup, then present the retainer where it genuinely fits
  • Each morning the engine hands you the worklist; you send the messages yourself

Honest limits

  • It tracks and prioritizes leads; you send every message by hand
  • No passive income and no income promise: this is a real service you deliver
  • Consent-gated and opt-out-respecting by design
  • Use only policy-compliant outreach; data-handling rules vary by country and this is not legal advice
  • The included script is provided as-is and runs locally on your machine

Right for you if…

  • You're a solo operator who serves small businesses and wants a ready-made intake form, lite-CRM, and follow-up routine working together out of the box.
  • You want each morning to tell you exactly who to chase, why, and by when, so enquiries stop slipping through the cracks.
  • You want a self-contained tool with no monthly software bills that de-duplicates, scores, and tracks every lead.
  • You want consent and opt-out built in, so you only ever contact people who filled in the form and agreed.

Probably skip it if…

  • Skip it if you want passive income or hands-off automation; you send every message by hand, and it makes no income promise.
  • Skip it if you expected software that auto-messages leads; this tracks and prioritizes, but the outreach is a real service you deliver.
  • Skip it if you need legal guidance on consent or contact rules; this is not legal advice and rules vary by country.

Questions

Do I need to know how to code to use this?

No. You place the HTML form, run the engine, and follow the included SOP. The form fields already match the engine, so nothing has to be wired together by hand.

Does it send the follow-up messages automatically?

No, and that is deliberate. The engine builds the daily worklist and gives you templates, but you send every message by hand. There is no passive income here; it is a real service you deliver.

Is this compliant with contact and privacy rules?

The form captures real consent and the engine respects opt-outs, so it never chases someone who declined. Data-handling rules vary by country and this is not legal advice, so check what applies where you operate.

What about refunds, delivery, and updates?

You get instant access to all files after purchase. If it is not what you expected, we offer a fair 48-hour refund. Any updates to the kit are included at no extra cost.

A complete, no-subscription kit to start charging small businesses for the follow-up they keep dropping, delivered as a real service you run yourself.

Buy for $9.70