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Work Life Balance Podcast: Business | Productivity | Results

Referral/Prospect Tracking Spreadsheet - Free SAMPLE

[[:encoded, "Today we are going to talk about the Referral/Prospect Tracking Spreadsheet – SAMPLE – Free Download.\n\nIn 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 ...
Broadcast on:
25 Apr 2019

[[:encoded, "Today we are going to talk about the Referral/Prospect Tracking Spreadsheet – SAMPLE – Free Download.\n\nIn 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.\n\nDid you know that according to the National Sales Executive Associates, they say that: \n•\t48% of Sales People Never follow up with a Prospect\n•\t25% of Sales People Make a Second Contact and Stop\n•\t12% of Sales People Only Make Three Contacts and Stop\n•\tOnly 10% of Sales People Make More Than Three Contacts\n•\t2% of Sales are made on the First Contact\n•\t3% of Sales are made on the Second Contact\n•\t5% of Sales are made on the Third Contact\n•\t10% of Sales are made on the Fourth Contact\n•\t80% of Sales are made on the fifth to the Twelfth Contact\n\nWhat does that say to me? Being professionally persistent, brings in REVENUE.\n\nTo 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. \n\nMy 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

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I’m the author of many books, including, Excuses Don’t Count; Results Rule, Live Life with No Regrets, No Excuses, The Guide to Stopping Procrastination, The Power of Visualization, My Gratitude Journal, the Work Life Balance Emergency Kit, and The Roadmap To Success with Stephen Covey and Ken Blanchard, and more.

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Anne Bachrach

The Accountability Coach™

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[[:encoded, "Today we are going to talk about the Referral/Prospect Tracking Spreadsheet – SAMPLE – Free Download.\n\nIn 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 ...