Goal Setting & Achievement Podcast: Business|productivity

Referral/Prospect Tracking Spreadsheet - Free SAMPLE

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Sinopsis

[[:encoded, "Today we are going to talk about the Referral/Prospect Tracking Spreadsheet – SAMPLE – Free Download.\n\nIn my work with business professionals over the many years I have been coaching, I find that they often say to me that they have prospects that they haven’t followed up with (for whatever reason), or they lost track of some of the referrals people gave them. First of all, it’s hard to believe that someone wouldn’t have a process for tracking their referrals/prospects because that is potential revenue – but apparently this happens and probably more than it should. So, I came up with a simple tracking spreadsheet to help my clients better know who they have in their pool of prospects, in order for them to know where their prospective clients are at in their pipeline, and they don’t lose anyone (or drown them) on the way.\n\nDid you know that according to the National Sales Executive Associates, they say that: \n•\t48% of Sales People Never follow up with a Prospect\n•\t25% of Sales People