If you’re still tracking prospects by memory or with notes to yourself on paper or email, chances are you’ve already dropped the ball somewhere. Maybe you don’t even realize that you forgot to reconnect with a promising lead or failed to follow-up on an introduction. These connections are important to grow your business and it’s vital to your success that you keep track of everything.
As a small business, finding an affordable system to track prospects and leads can be overwhelming, time-consuming, and expensive. Comprehensive CRM (customer relationship management) programs might have all the bells and whistles you’ll ever need but aren’t feasible for people just starting out with limited budgets and very little time to learn a new program. The good news is that you can use a program you already have to get started for much less investment.
We’ve put together a Prospect Tracker in Microsoft Excel that can help you keep track of your leads and prospects. This tracker will help you keep a list of prospects and quickly see where they are in your sales funnel. Here, you’ll find a downloadable Excel file and a quick tutorial on using it to track the prospects for your small business.