This sample shows the exact field structure used for lead source, contact, status, owner, next action, and follow-up date. Use it to validate fit before paying for the full pack.
The free sample is intentionally minimal. The paid pack adds the rest of the operating system: KPI review, Lark workflow files, and the full product structure.
This is a product-style preview of the same template logic, shown as a working board instead of a raw CSV row.
Each lead has a source, owner, status, next action, and exact next date.
One real row and the actual column structure, so visitors can inspect the workflow before committing.
| Lead ID | Source | Contact | Track | Status | Next action |
|---|---|---|---|---|---|
| L001 | Website | Alice | Track1 | new | Send intro on 2026-03-22 |
The free sample proves fit. The paid pack gives the whole weekly operating system.
Full lead pipeline templates in Notion and Lark-friendly formats for tracking source, owner, status, and next step.
A weekly scorekeeping template for replies, conversions, digital sales, and net revenue.
A simple content calendar for small teams that need publish dates, status, and owner visibility.
The free file is enough to inspect the structure. The paid pack is for teams that want a usable system this week.
| Decision point | Free sample | Paid pack |
|---|---|---|
| Lead tracking depth | One sample row plus the field layout. | Lead tracking templates across Notion and Lark-ready formats. |
| Weekly operating system | No KPI review or content workflow around the lead file. | Includes KPI review and content planning so lead work is not isolated. |
| Best use | Check whether the structure matches your process. | Start using a lightweight lead + KPI + content setup immediately. |
If any of these are true, the paid pack is probably the right next step.
The sample shows the shape. The paid pack gives the broader workflow so leads, review, and weekly priorities live together.
If you want one recurring place to review replies, conversions, and movement, the paid pack covers that.
The value of the paid version is not more rows. It is getting a complete small-team operating setup for $19.
Use the free file if you want to inspect first. Buy the pack if you want a complete lightweight ops setup.
4 editable templates, import guide, and a fast path from scattered lead notes to a usable weekly operating system.
Best upgrade moment: you looked at the free sample and already know you need more than a single CSV preview.
Buy StarterEverything in Starter, plus one deployment checklist and one email support round.
Buy Ops