"The sole reason we are in business is to make life less difficult for our clients," Matthew Odgers quotes. When it comes to maintaining the relationship with your clients,…continue reading
13+ SAMPLE Lead Tracking
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What Is Lead Tracking?
Lead tracking is a process used in business, particularly in sales and marketing, wherein a lead or a potentially useful piece of information is effectively documented and monitored. Lead trackers are essentially used in the overall process of managing lead sources.
According to an online article published by HubSpot, the majority of video marketers- or around 83% of them- say that video has helped them generate leads.
Tips for Generating More Leads
Lead generation is important for a dynamic and growth-oriented company. Sometimes, it can also be referred to as market sourcing. There can be a number of ways to generate more leads. It can even depend on how creative one can get in following through a potential lead. The following examples are just some basic and practical tips on how to improve lead generation.
Sources of Leads
There are many ways to source potential leads. As discussed in previous sections, successful lead generation is highly dependent on one’s competence, creativity and resourcefulness. And with the right attitude and mindset, any potential lead can become a fruitful endeavor. The following examples describe just some common ways on how to gather potential leads.
How to Create a Lead Tracking Sheet
The fine details of your lead tracking sheet would depend on your individual needs and preferences. But if you are looking for a general guide or a reliable template to use as reference, you can easily utilize any of the available templates above. Choose one that best suits your needs and follow the basic steps below.
Step 1: Objective
The first step in creating a lead tracking sheet or document is to set a clear and straightforward objective. As stated in the earlier sections, having a goal or objective to begin with can help narrow down your search efforts. Since it is a lead tracker, generating leads is obviously the overall goal. However, you can take it a step further by crafting a more specific and targeted objective statement. Keep it brief and descriptive. Anything too long or ambiguous will not be as helpful. For example, if your lead tracking sheet involves potential tenants and prospective property buyers, you might want to consider the long-term implication as opposed to just focusing on short-term rewards.
Step 2: Format
Once you have a clear and specific objective in mind, the next step is to decide on a format that works for you. A lead tracker is a tool that’s supposed to help you get the job done more efficiently. And using a disorganized or irrelevant format will not only fail to optimize your information, it can add more inconvenience. Thus, make sure to use the appropriate format that will best present your data. For a basic lead tracker, you can use convenient applications such as Microsoft Excel or Google Sheets. Tables and charts allow you to organize your data better and using tools such as Excel promotes greater productivity and efficiency.
Step 3: Details
After establishing an appropriate format, the next step is to fill in the necessary details. If your lead tracker is in table format, you need to provide the headings. The details may vary according to the objective of your tracking sheet. But in general, key information ought to be inputted. These include the client or company name, point person’s contact information, relevant values or variables, action items and other important notes. Keep in mind that these items must also be arranged in a logical order. How you group and order your list is up to you. For instance, you can arrange it according to alphabetical order or highest priority.
Step 4: Next Steps
One of the most essential sections that should be included in your lead tracking spreadsheet is the next step. Like any comprehensive checklist, the work should not end with just filling in the data. Especially in a lead tracker, there has to be a call to action or next steps to be taken. To illustrate, you can add a column in your table dedicated to the action items to be worked on. For each lead or prospect, determine what your next step is. Whether it is to produce a counter-offer or follow up on a request, be sure to be specific and descriptive when stating your action items. Your individual action items should be attainable and feasible. Although optional, you can also give a timeframe of when the task should be accomplished.
What is the best way to track leads?
There are several ways you can track potential leads. From basic search tools to creative marketing approaches, what matters is choosing one that works for you and meets your specific objectives. Refer to the previous sections for more tips on how to generate and track leads.
How do you track a lead in marketing?
You can track marketing leads in a variety of ways. These ways can either be direct or indirect. Using sophisticated applications such as customer relationship manageement or CRM systems can also help you organize and monitor your leads better.
What is a lead tracking application?
A lead tracking application is basically software that is meant to help agencies and companies improve their sales and marketing through effective lead generation. These applications are supposed to promote greater efficiency in managing potential lead sources.
Monitoring and tracking is a fundamental aspect in the process of lead generation. Effective lead tracking can translate into better sales performance and higher returns. Browse the broad collection of sample templates above and start tracking prospective leads now!