Lead Tracker
A lead tracker is only useful if it actually gets used consistently. Here's a simple framework that keeps leads from falling through the cracks.
Start TrialWhat a working lead tracker needs
- A clear status for every lead — don't let leads sit in limbo without a defined stage
- A specific next follow-up date, not a vague "follow up later"
- A note of the last interaction, so you don't repeat yourself on the next call
- A way to rank or score leads, so you know who to prioritize when time is limited
- A regular review — weekly at minimum — to catch leads that have gone quiet
- A defined point where a lead is marked lost, so your active list stays accurate
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