MethodCo

Method Digital / current release

Free download

Keep a personal follow-up workflow visible.

A free, documented CSV template for tracking inquiries, ownership, next actions, and follow-up dates—with clearly fictional examples that show how a complete row works. An individual organizing a personal follow-up workflow in a portable spreadsheet.
Download the CSVView tool details
Populated preview of Lead Follow-Up Map v2 showing clearly fictional examples from the downloadable CSV
Populated artifact export · exact fictional examples from the download
Current product
Lead Follow-Up Map
Version
2.0
Format
CSV + guide
Access
Free
Delivery
The CSV downloads immediately; the detail page links the setup and field guide.
License
Personal use

File manifest / v2.0

Everything included, before download.

  • Lead Follow-Up Map v2 CSV with fictional examples
  • Lead Follow-Up Map v2 setup and field guide
Compatibility
Excel, Google Sheets, Numbers, Any CSV-compatible spreadsheet app
Documentation
The guide identifies every fictional sample row, explains each field and status, and provides setup, daily review, weekly review, privacy, and archive instructions.
Support
Self-serve documentation
License
Personal use
Updates
Material corrections or field changes receive a new visible version and dated history entry. Free files do not update themselves; download the named version you intend to use.
Download the CSVDownload setup guide

The CSV downloads immediately; the detail page links the setup and field guide. MethodCo does not create an account, start a subscription, or store a copy of your completed file.

More documented tools

Use the smallest complete file that fits the work.

Every file downloads directly, carries a visible version and personal-use license, and explains what it does not automate.

Free · v1.0 · guide

Fifteen-Minute Pipeline Review

A free, time-boxed Markdown worksheet for checking whether every open inquiry has a clear owner, next action, and review date.
  • Fifteen-Minute Pipeline Review worksheet in Markdown

Free · v1.0 · csv template

Follow-Up Sequence Planner

A free CSV and field guide for defining a small, permission-aware follow-up sequence before anyone builds or automates it.
  • Follow-Up Sequence Planner CSV with clearly fictional examples
  • Follow-Up Sequence Planner field and testing guide

Free · v1.0 · template

Manual-or-Assisted Follow-Up Review

A free Markdown worksheet for deciding which follow-up steps may be assisted and which decisions must remain with a named person.
  • Manual-or-Assisted Follow-Up Review worksheet in Markdown

Product standard

A download should remain understandable after the tab closes.

Read the Digital standard

  1. 01

    Versioned

    The current version and revision date stay visible.

  2. 02

    Documented

    Included files, setup, compatibility, and intended use are named before download.

  3. 03

    Bounded

    License and support limits are part of the product, not hidden after access.

  4. 04

    Portable

    Useful output should remain usable without dependence on an unfinished MethodCo account.