Prospecting Tracker Spreadsheet

Prospecting Tracker Spreadsheet


Are you in Direct Sales and frustrated trying to find a system that just WORKS when it comes to organizing your prospect lists and daily reach outs? Have you gone back and forth always switching your systems because you can’t seem to find something that flows perfectly for you? That was me! I was driving myself nuts trying to find a system that just worked.

I have created a SIMPLE and easy to use system for myself that makes my prospecting process and tracking so much easier and will work with anyone in the direct selling industry. This system in a cloud based platform with Google Sheets, meaning you can’t lose it. I have taken the time to pre-format the document with conditional formatting. What does that even mean? It means, the document automatically organizes and color codes for you based on the data you input.

All you have to do? Just copy the document and start using it as your own. You will be able to track the following:
- Customer Name
- Customer Phone
- Customer Email
- Customer Social Media Accounts
- Last Connection Date
- Next Follow Up Date
- Custom Notes
- Sample ?
- 3-way Calls ?
- Customer Interest
- Business Partner Interest

Includes 2 separate tabbed spreadsheets. One for your active prospecting list and one for your current customers.

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