Review your current lead list
Share how leads are currently tracked. If you have a spreadsheet or export, we can review a sample before setup.
Pilot offer for small businesses
Stop losing leads in spreadsheets, texts, and old notes.
Averbeck's Lead Services sets up a private lead follow-up dashboard so your business can import existing leads, see who needs attention, and keep opportunities moving.
Pilot pricing
$299 setup + $49/month
A practical starting package for businesses that want cleaner follow-up tracking without paying for a large CRM rollout.
Included
- Private business login
- Import help for your current spreadsheet or CSV
- Lead statuses, values, notes, and follow-up dates
- Daily dashboard for leads that need attention
- CSV export and backup support
- 30-minute walkthrough and 7-day check-in
How it works
A simple setup process, not a long software project.
Set up your private workspace
Your business gets its own account, settings, and lead dashboard.
Import and organize leads
Columns are matched before saving so names, phone numbers, dates, notes, and statuses land in the right place.
Use it daily
Add new leads, update follow-ups, export when needed, and keep a cleaner view of your pipeline.
Best fit
For businesses where one missed follow-up can cost real money.
This pilot is best for contractors, service businesses, real estate teams, med spas, repair shops, and local businesses that already have leads but need a better way to track them.
Good signs this helps
- Leads are kept in Excel, Google Sheets, texts, email, paper, or an old CRM.
- No one is fully sure who needs a follow-up today.
- Old quote requests sometimes get forgotten.
- The business wants simple tracking, not a complicated sales platform.
Next step
Start with a quick demo and a sample lead review.
See the system, ask questions, and find out how your current lead process could become a private follow-up dashboard.
Request a Demo