Use this form to track ALL leads as they move through the Customer Journey process.

(Start the Lead Tracking process with the Lead Intake Form)

  1. Enter the Company Name and the Year on the “Dashboard” page.  The Dashboard will provide analysis of the lead progressions on a monthly basis.
  2. Enter the information requested for each lead in the month in which that lead was generated.
  3. Update the lead information as the lead moves from Contact to Contract.
  4. It is important that the information be updated on a regular basis.  I recommend that the updates occur on a weekly basis, at a set time, so the information is available for weekly meetings.
  5. Use the results to determine how successful your sales process is at producing customers and revenue for your company.

Be sure to save the file to the Company folder so the information can be accessed and updated as needed.