Pro Coaching Solutions
Lead Tracking Spreadsheet
Lead Tracking Spreadsheet
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Stay organised and on top of your business growth with our Lead Tracking Spreadsheet, designed to help you monitor and manage potential clients efficiently. This tool simplifies lead management, giving you clear insights into your conversion rates and revenue performance.
Key Features:
Stay organised and on top of your business growth with our Lead Tracking Spreadsheet, designed to help you monitor and manage potential clients efficiently. This tool simplifies lead management, giving you clear insights into your conversion rates and revenue performance.
Key Features:
- Conversion Ratio Tracking – Monitor your sales performance by keeping track of how many leads convert into paying clients.
- Lead Source Tracking – Identify where your leads are coming from to understand which lead funnels are performing well and which need improvement.
- Revenue Charts – Update your weekly revenue and see your projected annual turnover at a glance. Includes a breakdown of services sold for better financial insight.
- All-in-One Organisation – Keep all your lead and sales data in one easy-to-use spreadsheet for quick reference and analysis.
This spreadsheet is a practical tool for tracking your leads and sales, helping you refine your strategies and stay focused on achieving your business goals.
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Works well! Those little 1% definitly make a difference! Thanks!
I love that you can see where your leads are coming from along with the projected annual revenue, I find it motivating!
This is probably as good as you will get before investing in a CRM of some kind or ESP. Great for new coaches with the extra details than a standard lead tracker