Lead Tracking Spreadsheet

Do you have a prospecting spreadsheet or a lead tracking spreadsheet in your corporate arsenal? If you do, you know how important it is to know what kind of information to keep track of when you are tracking leads. The idea behind lead tracking is to be able to get direct feedback on the performance of your business and to have an objective way of evaluating and checking on how effective your marketing efforts are.

A person who collects all the important information about the leads received is called a lead evaluator. This individual can make a spreadsheet of the various things that have been gathered during the marketing campaign, such as the phone numbers of the person who actually has inquired about the product or service that you have provided, and any address and date of birth information from where the person actually came from. You also need to note down the date the prospect arrived at your business, so that you can have this same information when you meet with the person.

Customer Lead Tracking Spreadsheet and Sales Lead Tracking Excel Template
Customer Lead Tracking Spreadsheet and Sales Lead Tracking Excel Template

It is very useful to have tracking spreadsheets when you are trying to evaluate the performance of your business marketing efforts. You should understand that these spreadsheets are in some ways more accurate than getting down the information directly from the people who actually bought the product or the service that you offered. It will help you make sure that the messages you send out on the internet and in the market really get through to the people.

But what should you keep track of during the process of tracking leads? The most basic thing that you should do is to record who the prospects are, so that you will be able to create future campaigns based on the information that you gather. Besides the information you got from the prospect, you also need to record the reason for contacting them. After that, you can do a follow-up marketing campaign based on the information that you gathered.

Some tracking spreadsheets also let you put in the information that you collected about the actual sales lead, so that you will be able to determine if you did get the correct information from the lead. Even though the lead was not converted to a sale, you should still consider if there are other possibilities that could have led to the fact that the prospect was not interested in your products or services. Of course, this is one way of letting the company know that they are making a good impression on the prospect.

You may also use these spreadsheets as the basis for your follow-up marketing campaign. You can use the info from the previous campaign to analyze the reason for the failure of the same type of campaign. Once you know what went wrong, you can plan on how to improve the information that you have collected.

Free Lead Tracking Excel Spreadsheet and Sales Action Plan Template
Free Lead Tracking Excel Spreadsheet and Sales Action Plan Template

Aside from that, you also need to record the information that the prospect provided during the initial stages of the sales lead gathering process. This is one of the best ways of assessing how much the company should be expecting from the sales leads that you have collected. Aside from the things that you already know, the data that you get from the prospective sales lead should be the key factors that you should be aware of. This way, you will be able to establish a good working relationship with the lead.

If you do this kind of work in your marketing or sales, then you must be aware of how important these tracking spreadsheets are in a business’ marketing campaign. Though it may be very annoying to deal with the tracking sheets in a sense that you will have to keep track of the various information that you gathered, but the whole marketing or sales plan is dependent on these spreadsheets. It is important to know the reasons why a prospect is not interested in your products or services.

Lead Generation Tracking Spreadsheet and Sales Tracking Spreadsheet XLS
Lead Generation Tracking Spreadsheet and Sales Tracking Spreadsheet XLS