Lead Tracking Sheet
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LeadsClient NameType of ClientLead SourcePhone Consultation ScheduledIn-Person Appt. ScheduledBuyer/Seller Brokerage Agreement SignedBuyer/Seller Closed
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Insert a 1 in this column for every leadIf a client is both a Buyer AND a Seller (back-to-back deals, enter them twice)(i.e., first-time buyer, move-up buyer, downsizing seller, etc.)(i.e., Zillow, referral from past client, repeat client, agent referral, lead from personal website, etc.)Insert the number 1 when scheduledInsert the number 1 when scheduledInsert the number 1 when signedInsert the number 1 when closed (also add to Transactions Tracking Sheet)
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1111
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11111
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64221
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RATIO of Appts. to Phone Consults -->50.00%RATIO of Signed Agreements to Appts. -->100.00%RATIO of Closings to Total Leads -->16.67%
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