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Use this form to track ALL leads as they move through the Customer Journey process.
(Start the Lead Tracking process with the Lead Intake Form)
- Enter the Company Name and the Year on the “Dashboard” page. The Dashboard will provide analysis of the lead progressions on a monthly basis.
- Enter the information requested for each lead in the month in which that lead was generated.
- Update the lead information as the lead moves from Contact to Contract.
- It is important that the information be updated on a regular basis. I recommend that the updates occur on a weekly basis, at a set time, so the information is available for weekly meetings.
- Use the results to determine how successful your sales process is at producing customers and revenue for your company.
- Be sure to save the file to the Company folder so the information can be accessed, reviewed and updated as needed.