Wall Heel practical guide · Updated November 2026 · Examples are illustrative
Keep the columns people actually use
Start with client name, contact route, lead stage, next action, next contact date, and notes. A single clear next-action field is usually more useful than ten status labels nobody understands.
Separate clients from projects
One client can have several projects. Track a project ID or short project name, expected due date, status, and owner in a separate project section. This avoids losing a project because its client name appears in two places.
Make follow-up dates visible
Enter the next date to check in, even when the next action is only “send clarification.” Review overdue dates once a day. Don’t assume an overdue date means a client is uninterested; it may simply mean your plan changed.
Give tasks an owner
For each active project, record the single action that moves it forward, who is responsible, and when it is due. Avoid duplicating project-level dates across several unrelated tabs.
Include invoices without pretending to be accounting software
Track invoice number, issue date, amount, payment terms, and actual paid date. Use your accounting or payment processor records as the source of truth. Never rely on a project tracker alone for financial reporting.
Review weekly, not constantly
Once a week, filter for leads without a next contact, projects without a milestone, and invoices awaiting payment. Clean outdated entries instead of adding complexity.
Related Wall Heel tool
Workflow One turns these steps into a reusable spreadsheet workflow. Product preview only—checkout is not live.
See product details →This article is general educational material. Prices, forecasts and work processes should be adapted to your circumstances.