Maker Wholesale Lead Tracker

Built for makers and small product businesses. Selling homestead or farm products? See the Homestead Wholesale Lead Tracker.

Build a more organized wholesale pipeline without losing track of the next follow-up. The Maker Wholesale Lead Tracker gives makers and small product businesses one reusable system for researching retailers, recording outreach, tracking samples and negotiations, and estimating potential account value.

What is included

• Editable Excel workbook with Dashboard and Wholesale Leads tabs
• Lead log for business, contact, email, website, location, products, first contact, status, follow-up, potential value, and notes
• Built-in stages for Research, Contacted, Interested, Sample Sent, Negotiating, Account, and Closed
• Dashboard summaries for total leads, interested prospects, active accounts, and pipeline value
• Weekly Quick Review prompts
• Two-page printable worksheet for wholesale priorities, decisions, actions, notes, calculations, and planning
• README and Small Business Studio Standard License

How to use it

1. Add each retailer or wholesale prospect to the lead log.
2. Record the first contact date, current stage, next follow-up, and potential value.
3. Update the stage as samples, pricing, terms, and opening orders progress.
4. Use the dashboard and printable worksheet to plan focused outreach sessions.

Who it is for

Makers, artists, handmade sellers, small product businesses, market vendors, wholesale-ready brands, and independent product owners seeking retail accounts.

Formats and delivery

Instant digital download delivered as one ZIP file. Includes an editable XLSX workbook and a two-page printable PDF. The workbook can also be uploaded to Google Sheets, although some formatting may vary. No physical item is shipped.

Important

This tracker supports wholesale prospecting and business planning. It does not guarantee retailer acceptance or sales and does not replace legal, financial, accounting, tax, contract, or regulatory advice.

License

Standard use is for one person or one business. Source files and editable templates may not be resold, shared, redistributed, sublicensed, or used to create a competing template product.