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Instructions on how to use this lead tracker
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I highly recommend you invest in a sales automation tool like Pipedrive however if you don't have the volume
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This spreadsheet will suffice
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Each Tab at the bottom is a stage of the process, once a lead is in a particular stage you will have certain
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tasks to complete when following up with the lead
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Simply copy and paste the leads information from one sheet to the next as they move from one stage to the next.
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The different stages are:
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New Lead [No Contact YetThis is for new leads from the various sources you have
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No Contact Continue CallingThis stage is where most of your leads will hang out, since it's difficult to get people on the first call.
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Contacted and Need Call BackThese are leads you may have contacted, however they asked you to give them a call back at a specfici time
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Not InterestedThese leads you contacted and they said they are not interested in working with you.
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ExpiredThis stage is for leads who have gone through the entire 30 day followup process with no contact
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Appointment BookedThis stage is for all of the appointments you book from your contact.
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