For Membership Directors and Grand Knights
Membership and Recruitment Tracker
A prospect pipeline with next steps and due dates, a new member onboarding checklist, a recruiting events log, and a dashboard that shows where every name stands.
What do I get?
- Start Here tab with setup steps, your membership goal, and a privacy note (this file holds personal information once you use it; keep it with the officers and never paste it into an AI tool)
- Prospects tab: 300 rows with source, status, next step, next step date, owner, and an overdue flag
- New Members tab: 100 rows with a five step onboarding checklist and a percent complete
- Events tab: church drives, open houses, and other recruiting events with attendance and prospects captured
- Dashboard: prospects by status and source, conversion rate, overdue follow ups, onboarding progress, and goal progress
- Two files: a blank workbook and a sample filled with fake names
Formats: Excel (.xlsx), Google Sheets
How long will it take to set up?
About 15 minutes to enter your council name, membership count, and goal.
What problem does it solve?
Prospects slip through the cracks between meetings. A simple pipeline keeps every name moving.
Preview: screenshots of the real template (with sample data) will appear here once the product is built and approved.
Hall & Ledger is an independent publisher and is not affiliated with or endorsed by the Knights of Columbus.