Are you in Direct Sales? Frustrated trying to find a system that just WORKS? What are you doing to organize your daily reach outs and prospects? Quit 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. That is why I have created the Prospecting Tracker Spreadsheet. A Google Sheet template easily shared with you to customize to your liking.
I have created a SIMPLE and easy to use the system. Making the prospecting and tracking process easier. Anyone in the direct selling industry can use 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
- 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.