Is it really free? Do I need to give my email?

Yes, it's free and there's no form. Download the files, copy them, change them. Credit is nice but not required.

Does it only work in Salesforce?

No. Every field and rule has a plain-English version for any CRM, including REsimpli, Podio, HubSpot or a spreadsheet. Where Salesforce needs something specific, there's a one-line Salesforce hint.

Where should I start if I can only do one thing?

Make Lead Source required before a lead leaves New, and make Next Task Date required on every open lead. Those two fields fix the most common leaks: not knowing which marketing pays, and leads nobody follows up.

Why these fields and not others?

Each one exists so a specific weekly number can be counted: cost per appointment by campaign, contracts per campaign, time from contract to first seller call, booked vs. kept profit, and campaign ROI including the houses you keep.

Free download · no email needed

The wholesaling CRM field kit.

The fields, picklists, automation rules and Monday report that keep deals from leaking between the marketing dollar and the closed deal. Copy them into Salesforce, REsimpli, Podio, HubSpot or a spreadsheet. Free to use and change.

1. Lead fields (13)

Where each lead came from, what happens next and how fast you reached the seller. The two that matter most: Lead Source required before a lead leaves New, and Next Task Date required on every open lead.

Field name	Type	Required when	Why it matters
Lead Source	Picklist	Before Status can leave New	Without it, no report can tie a contract or a closed deal back to the channel that paid for it.
Campaign	Lookup to Campaign (or text)	Before Status can leave New, when Lead Source is a paid channel	Lead Source says which channel; Campaign says which mailer, list or ad. Spend is entered on the campaign, so cost per appointment and ROI need this link.
Market	Picklist	Always	Lets you compare channels and reps market by market instead of mixing a strong market with a weak one.
Status	Picklist	Always	One shared list of stages, so a report can count how many leads sit at each step and how long they stay there.
Next Task Date	Date	While the lead is open (Status is not Dead or Under Contract)	An open lead with no next date is a lead nobody is working. This field makes the gap visible and lets you block it.
Touch Count	Number (auto)	Never entered by hand; counted from logged calls, texts and emails to the seller	Shows how much follow-up a lead actually got before it was marked Dead or went under contract.

Download lead-fields.csv

Video: Leads with no next step →Video: Missed seller calls →

2. Deal fields (23)

Underwriting on the deal itself: MAO as a formula, your repair estimate next to the buyer's, and booked fees kept separate from the fees you actually receive.

Field name	Type	Required when	Why it matters
Lead Source	Picklist (copied from lead, locked)	Copied when the deal is created; not editable after	Keeps attribution intact from first call to closing so contracts and fees count for the right channel.
Campaign	Lookup to Campaign (copied from lead, locked)	Copied when the deal is created; not editable after	Contracts per campaign and ROI by campaign both read this field.
Deal Status	Picklist	Always	Separates deals that are booked from deals that are actually kept.
ARV	Currency	Before Deal Status can move to Offer Sent	After-repair value from comps. Everything in MAO starts here.
Your Repair Estimate	Currency	Before Deal Status can move to Offer Sent	Your team's repair number, the one MAO uses.
Buyer's Repair Estimate	Currency	When a buyer walks the property (optional)	What the end buyer thinks repairs cost. Comparing it with yours shows whether your estimates run low.

Download deal-fields.csv

Video: Offers off-formula →Deal analyzer (MAO) →

3. Buyer fields (10)

Turn the buyer list into a database, so each deal goes to the buyers who actually buy that kind of house first.

Field name	Type	Required when	Why it matters
Zips	Long text (comma-separated) or multi-select	Before the buyer gets deal blasts	Lets you send each deal only to buyers who buy in that zip.
Max Price	Currency	Before the buyer gets deal blasts	Filters out buyers who can't pay your price, so the list stays short and relevant.
Rehab Level	Multi-select picklist	Before the buyer gets deal blasts	A buyer who only wants light rehabs ignores a full gut, and the reverse.
Closing Speed (days)	Number	Optional	When an inspection period is short, you want the buyers who actually close fast.
Last Bought Date	Date	Updated when the buyer closes one of your deals (or from public records)	Separates active buyers from names on a list.

Using a spreadsheet for buyers? Start from the free cash buyers list template (CSV).

Download buyer-fields.csv

Wholesaling CRM glossary →

4. Automation rules (10)

Plain-English rules that keep the fields filled in and honest, each with a Salesforce hint and an any-CRM hint.

No lead leaves New without a source
Every logged touch counts, and the first one is stamped
A missed seller call becomes a callback task in 5 minutes
No open lead without a next date
Dead needs a reason
Dead Reason sets the revisit date
Offers above MAO need a second pair of eyes
Signing a contract stamps the numbers that matter later
A fall-out zeroes the fee and records why
Every Monday, list the hot leads nobody touched

Download automation-rules.md

5. Monday report spec

The five numbers to look at every Monday and the exact fields each one reads from.

Cost per appointment, by campaign
Contracts per campaign
Contract to first seller call
Booked vs. kept profit
Campaign ROI, including the houses you keep

Download monday-5-report-spec.md

The Monday 5 →The Kept-Deal Map →

Questions

Is it really free? Do I need to give my email?: Yes, it's free and there's no form. Download the files, copy them, change them. Credit is nice but not required.
Does it only work in Salesforce?: No. Every field and rule has a plain-English version for any CRM, including REsimpli, Podio, HubSpot or a spreadsheet. Where Salesforce needs something specific, there's a one-line Salesforce hint.
Where should I start if I can only do one thing?: Make Lead Source required before a lead leaves New, and make Next Task Date required on every open lead. Those two fields fix the most common leaks: not knowing which marketing pays, and leads nobody follows up.
Why these fields and not others?: Each one exists so a specific weekly number can be counted: cost per appointment by campaign, contracts per campaign, time from contract to first seller call, booked vs. kept profit, and campaign ROI including the houses you keep.

On Salesforce and want it checked in your own org? Here's what the audit covers, or see a sample report. On another CRM? See how a move to Salesforce works.

See also: the wholesaling CRM checklist, stage by stage.