Victoria Omoshade Omoboni

CRM Lead & Client Tracker Prepared by: Victoria Omoshade | Virtual Assistant This CRM tracker is used to manage and monitor leads, client interactions, follow-ups, and deal status in an organized and accurate manner. It ensures no lead is lost and all client communications are properly documented. Lead Tracking Table Lead Name Company Email Source Status Last Contact Next Follow-Up Notes BloomStart - LinkedIn Qualified 10 Feb 2026 17 Feb 2026 Interested in VA services James Okafor TechBridge Ltd - Referral Negotiating 12 Feb 2026 19 Feb 2026 Needs proposal sent Ahmed Yusuf NovaBuild - Website New Lead 14 Feb 2026 21 Feb 2026 Initial inquiry sent Linda Chen GrowthHive - Cold Email Closed Won 08 Feb 2026 - Contract signed Emeka Eze QuickServe NG - Instagram Follow-Up 15 Feb 2026 22 Feb 2026 Sent pricing info os ha de Sarah Mills O m Status Key Description or ia Status Initial contact made, not yet qualified. Qualified Lead has been vetted and shows genuine interest. Negotiating Pricing or terms are being discussed. Follow-Up Awaiting response or additional information. Closed Won Deal confirmed and contract signed. Closed Lost Lead did not convert — reason documented. © Vi ct New Lead