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Annex — Tracking Templates

Submission, Marketing & Review Trackers

Reference Materials & Templates · 3 min · Updated 3 September 2026

Three trackers. Build each one in a spreadsheet — these are records you will add to weekly for a year or more, and no web page is the right home for that.

What follows is the column set for each, and the discipline that makes it worth keeping.

Submission Tracker

For querying agents and editors. The purpose is not the record itself: it is being able to see, six months in, whether the problem is your query letter or your list of targets.

ColumnWhat goes in it
Date sentThe date, not "last week"
Agent / editorThe individual, not just the agency
Agency / publicationWhere they work
DeadlineTheir stated response time, so you know when to stop waiting
StatusOne of the five codes below
Response dateBlank until it arrives
NotesAnything personal in the reply. This is the column that matters

Status codes

  • Pending — sent, no response yet
  • Rejected (form) — a standard no
  • Personal (with feedback) — a no that told you something. Read these together, not one at a time
  • Requested — a partial or full manuscript request
  • Offer — an offer of representation

Marketing Activity Tracker

ColumnWhat goes in it
DateWhen you did it
ActivityPost, newsletter, promo site, ad campaign
PlatformWhere
TimeMinutes or hours, honestly counted
CostWhat you spent
ResultSales, sign-ups, clicks — one number
ReturnResult against time and cost

Review it monthly, and act on it

Review Tracker

ColumnWhat goes in it
DateWhen it appeared
PlatformAmazon, Goodreads, a blog
RatingOut of five
ReviewerWhere you can identify them, for ARC follow-up
Key themeThe one thing they responded to, or objected to
Responded?Almost always "no" — see the response templates

Record the running totals monthly: total reviews, average rating, and the distribution across five stars down to one. The distribution tells you more than the average — twenty reviews averaging 4.0 with no one-stars is a very different book from twenty averaging 4.0 with four one-stars.

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