Editable workbook
Agency call report
Bring spend, call activity, qualified inquiries, customers, and revenue into one report. Calculated rates keep the denominator visible.
Get the reporting worksheetPut the method to work
Better reporting starts with a shared definition.
Two practical worksheets for the work around your calls. Give your team a consistent way to review inquiries, explain results, and decide what to do next.
Download. Adapt. Use.
A starting point for your next review.
Editable workbook
Call qualification scorecard
Agree the qualification gates, review the evidence, and keep uncertain calls in review. Use an adaptable rubric to calibrate your team.
Get the review scorecard02
Use a process your team can repeat.
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Agree the scope
Choose the campaign, period, timezone, and decision you want the worksheet to support.
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Define the terms
Write down what counts as a unique inquiry, a qualified inquiry, and a customer before reporting results.
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Use actual evidence
Fill the editable cells from your source reports. Leave unavailable information blank instead of making it look like zero.
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Finish with an action
Record what you learned, what remains uncertain, who owns the next step, and when you will review it.
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Worksheets for analysis. Software for the ongoing workflow.
These downloads help organize a review; they do not connect to an account, record calls, or synchronize your reporting systems. You control the information you put into each file. Keep a clean master and save a separate working copy for each client or campaign.
Pair the report with the agency reporting guide, and use the scorecard alongside the qualified-call guide. If you are planning a campaign rather than reporting observed results, the ROI calculator lets you explore assumptions separately.
Frequently asked questions
A few more things, explained.
Explore the details. Open a question for the answer.
Which free worksheets are in the Lead Source template library?
The library includes an agency call report and a call qualification scorecard. Each has its own page explaining the inputs, intended use, and limitations.
Do I need to register before downloading these templates?
No. Both workbook downloads are available directly from their template pages without an account, email form, or purchase.
What file format does the template library provide?
The downloads are editable XLSX workbooks. Use a spreadsheet application that supports that format and check the formulas after importing into another application.
Can I adapt the library's worksheets for my agency?
Yes. Save a working copy, add your reporting context, and adapt the criteria to your client. Review formulas if you add rows or change the meaning of an input.
Are the template downloads connected to my Lead Source account?
No. They are standalone files. They do not retrieve account data, upload your edits, or maintain a live connection with Lead Source.
Which template should my team use first?
Start with the scorecard when your team disagrees about lead quality. Start with the reporting worksheet when definitions are settled and you need to explain campaign results.
Do the template files contain actual customer results?
No. The editable business inputs start blank. The pages explain how to use the files without presenting invented figures as customer performance.
Can these worksheets replace call tracking software?
They organize information you already have. They do not assign tracking numbers, attribute calls, route callers, or collect conversation evidence.
Should I use one template file for all of my clients?
A separate working copy per client and reporting period usually makes review clearer. Keep client permissions and sharing decisions separate from the reusable master.
Why do the library's workbooks leave unknown inputs blank?
An unavailable figure is different from a measured zero. Leaving missing inputs blank helps prevent unsupported rates and costs from looking like valid results.
Can I share a completed template with a client?
Yes, after checking the scope, figures, formulas, and explanations. Remove unnecessary caller details and confirm the recipient should receive the information.
Are these templates a standard qualification rule for every industry?
No. The scorecard is an editable starting rubric. Each business should define service fit, geography, opportunity criteria, and review responsibilities for its own workflow.
Where can I learn the methods behind the template library?
The learning center includes guides to qualified calls, cost per qualified call, and agency reporting. Each template page links to the most relevant reading.
Does this library include a campaign link template?
For campaign links, use the separate campaign URL builder. It creates tagged destination URLs in your browser and explains how to keep campaign names consistent.
How should we maintain our own version of a downloaded template?
Keep an untouched master, date your working copies, and record changes to definitions. When formulas or qualification rules change, explain the change before comparing periods.
Meet your next growth tool
Give every call more context.
Explore the attribution, routing, and review workflows behind a useful report.