fieldwork.
Spreadsheet templates

Trackers that do the math for you.

Ready-made spreadsheets for real estate agents, B2B marketers and sales teams. They open in Excel or Google Sheets and come with example data, so you can see how they work before you add your own.

The tracker's dashboard: income against goal, closings by month and leads by stage
For real estate agents

Real Estate Agent Business Tracker

See how close you are to your income goal, which leads need a call today, and how many days are left on every contract deadline.

  • Dashboard of income closed, pending deals and profit
  • Lead list that flags overdue follow-ups
  • Countdowns to inspection, appraisal, financing and closing
  • Goal planner that works out the leads and closings you need
$17One-time purchase · Excel and Google Sheets
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The kit's Pipeline Math tab: inputs, required leads by stage and a funnel chart
For B2B software teams

B2B SaaS Go-To-Market Kit

Start from a revenue target and work out how many leads you need each month, then plan the message, channels and first 90 days.

  • Calculator from revenue target to monthly leads
  • Customer profile, messaging and competitor worksheets
  • Channel budget check against your lead target
  • 90-day launch plan and 26 ready-to-use AI prompts
$29One-time purchase · Excel and Google Sheets
Buy nowBuy on Etsy
The Lead Tracker tab with send dates, status and outcomes
For B2B sales and founders

Cold Email Outreach System

Short cold email sequences you can adapt, plus a tracker that tells you who to email today and whether replies are improving.

  • 4 email sequences for different situations
  • 48 subject lines, sorted by when to use them
  • Lead tracker that sets each next send date
  • Weekly reply and meeting rates, with warnings
$24One-time purchase · Excel and Google Sheets
Buy nowBuy on Etsy

Yours to keep

A one-time purchase. No subscription, no account, no add-ons to install.

Works where you work

Open it in Excel, or upload it to Google Drive and open it in Google Sheets. Every formula carries over.

Fixed if it breaks

If a file won't open or a formula is wrong, email support@fieldworkgtm.com and we'll fix it or refund you.