Referral/Prospect Tracking Spreadsheet - Free SAMPLE




Goal Setting & Achievement Podcast: Business|Productivity show

Summary: Today we are going to talk about the Referral/Prospect Tracking Spreadsheet – SAMPLE – Free Download. In 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. Did you know that according to the National Sales Executive Associates, they say that: • 48% of Sales People Never follow up with a Prospect • 25% of Sales People Make a Second Contact and Stop • 12% of Sales People Only Make Three Contacts and Stop • Only 10% of Sales People Make More Than Three Contacts • 2% of Sales are made on the First Contact • 3% of Sales are made on the Second Contact • 5% of Sales are made on the Third Contact • 10% of Sales are made on the Fourth Contact • 80% of Sales are made on the fifth to the Twelfth Contact What does that say to me? Being professionally persistent, brings in REVENUE. To download my complimentary referral tracking spreadsheet to help you increase your revenue, so you can accelerate your results, go to https://www.accountabilitycoach.com/referral-tracking-workbook/. This excel spreadsheet can easily be modified to be of the most value to you. My hope for our time together is that you got value and an idea or two that will help you be even more successful – personally and professionally. Go to https://www.accountabilitycoach.com/Achieve.Your.Goals.Free.Gifts.Now/ and get 3 FREE gifts including a special report on 10 Power Tips for Getting Focused, Organized, and Achieving Your Goals Now. Join the Silver Inner Circle (IT’S FREE) and receive 10% off on all products and services in addition to having access to many assessments and complimentary resources so you can begin achieving your goals in the timeframe you want, so you can have the life you desire. Get started today by going to https://www.accountabilitycoach.com/coaching-store/inner-circle-store/ and Join the FREE Silver Inner Circle. Aim for what you want each and every day! Until next time, make it a great day, today and every day. Thanks for listening. If you are getting value from any of Podcasts, please take a minute to leave me a short rating and review. I would really appreciate it, and love to hear from you and requests for topics you would find of value. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ The Results Accelerator™ To help you stay focused and on track to achieving your goals, check out these other high-value resources. - Subscribe to my YouTube channel (https://www.youtube.com/annebachrach) - Subscribe to my Blog (https://www.accountabilitycoach.com/blog/) - Anne’s Facebook page (https://www.facebook.com/TheAccountabilityCoach) - Anne’s Linked-in page https://www.linkedin.com/in/annebachrach Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Check out all the great free high-content training web classes, by going to https://www.accountabilitycoach.com/free-articles/free-webinars/. Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly w