Free lead tracking spreadsheet template. It’s a good idea to have this information on hand, especially if you’re using a lead capture service or software. It’s also a good idea to make a habit of creating it regularly so you can use it again in the future, which can make tracking the activity in your sales funnel more efficient.
In your free lead tracking spreadsheet, you can see a listing of contacts for your sales team. You should write down the names and e-mail addresses of everyone on this list. In addition, you should add a column for attaching files in PDF format. Any attachments are normally returned by email, so this is particularly useful to know about.
The first thing you’ll need to do, however, is to actually get started. One of the best ways to do this is to make a habit of reviewing your sales funnel on a weekly basis. This gives you a very quick snapshot of where you stand with the marketing activities that you’re currently involved in.
Free Lead Tracking Spreadsheet Template
You need to start off with a list of all your sales funnel activities. Write down all of the types of activities that you’re doing, including referrals, website visitors, or telemarketing calls. Also check whether or not you’ve purchased lead lists or list building services in the past, and then cross reference that with your list of activities.
To the extent that you can pinpoint a specific segment of your customer base, you’ll want to know whether they are interested in this type of service. For example, if you offer a whole of life health plan, you might be interested in learning whether a particular subscriber is interested in purchasing a whole of life insurance policy. Similarly, if you’ve been selling digital products, you’ll want to know whether a subscriber has previously purchased digital products, such as books or music.
You should keep track of every contact detail. For example, if you have a webmaster who can provide you with a link to a user’s web page, enter the URL into a column for this contact detail. If the subscriber provides a physical address and a telephone number, you should look up these details so you can forward the caller to them directly.
One of the reasons why you should include these details in your free lead tracking spreadsheet is because you may also have to track these details when you are buying lead capture services or custom software to help you build your marketing plan. You don’t want to end up forgetting that someone bought into your offer!
One of the other benefits to keeping a track of your sales conversion rate is that you’ll find that you can see trends emerging. When you see patterns emerge, you’ll be able to correct the errors by taking corrective actions in a timely manner. By keeping a track of the activity in your sales funnel, you’ll be able to identify areas of potential improvement.
As you review your sales funnel activities, you’ll be able to set goals to monitor progress. For example, you might have a set goal to obtain an extra 25% of sales leads through the telemarketing department. Then, you’d look at the activity logs to see how well your sales department is doing in reaching that goal.
Also, you should consider using the templates for your sales team. The larger your sales team, the more time it takes to work through each lead. Each lead that comes through the door is its own opportunity to convert, so having a guide to make the process easier can be enormously valuable.
So, the next time you consider buying lead capture services or other marketing solutions, consider how much more efficient you can be working with a lead capture software program that includes templates for your sales department. Whether you’ve just set up your first new lead capture campaign or you’re already in the middle of a more extensive campaign, using templates will streamline your work and cut down on errors. and time wasted in the process.
Lead capture software programs generally come with pre-configured templates that you can use. Once you have one working in place, the next thing you’ll want to do is set up templates for every department that you have. READ ALSO : free lead tracking spreadsheet