Have you ever lost information for a follow-up on an MLM prospect? Or maybe you are like I was with sticky notes all over your desk, piles of papers and reminders to keep track of your prospects.
I tried the card box system, the binder with tabs, the sticky notes. Nothing really worked until I had enough and decided to create my own system.
You see, I had information all over the place. Notes of my calls, emails sent, replies from emails, etc. How could I keep track of everything to do proper follow-up?
I decided to create an Excel document that would keep track of everything. Not only that, it would also tell me which lead source performs the most and where I should invest my time.
I could, at a glance, see who’s my next prospect to call, how many times I called, where they are in the process and everything that happened with this prospect.
Sometimes I would leave the house and forget my binder or notes at home. But not anymore… everything is synchronized with my cell phone. I can be in the mountain, on the lake, wherever I go I have my appointments with me and can update the information conveniently and easily make follow-up calls to my mlm prospects.
The webinar below was recorded for my personal team. I talk about a website my team has access to where they can download the Excel MLM Follow-Up spreadsheet I created called Prospect Tracker. Even though this Excel document is for my personal team, feel free to copy what I share in this webinar and create your own.
Your comments on the webinar about my Excel “Prospect Tracker” are welcome below…
Here is my Powerpoint slides from the Builders Retreat:
->Open the Powerpoint here
–> Click here to download my Excel Prospect Tracker
Stephane
Skype: stephpage
Facebook
Great tool. Convenience as well as organization that provides direction plus insight into daily activity and integrates well with my phone calendar as well as my Gmail. Mobility – have office tools with me at all times.
Thanks for sharing your experience Greg! Glad you find it useful. I don’T know what I would do without this. It’s the first thing I open in the morning and keep up all day.
Loved it! There are no more sticky notes on my monitor, plus now I know how you can always look up your statistics so fast. Thanks for another great tool.
You got my secret now 😉 Thanks Marilee!
Love this tool! And, your video that explains how to use each column on the worksheet makes it sooo easy! I added a tab for social media leads. I’m glad you got fed up with sticky notes! Thank you!
Fantastic data. I enjoy every one of the articles, I truly appreciated, I’d like more info relating to this, which is really great, Many appreciate your discussing.
Feel free to surf to my website … local reptile shops
Great blog site. I enjoyed studying the articles.
This really is truly a excellent read for me personally.
We have saved this and I am looking forward to reading through
brand-completely innovative articles. Continue the nice work!
Do you mind if I quote a few of your articles as long as
I provide credit and sources back to your site? My blog is in the
exact same area of interest as yours and my users would truly benefit from a lot of the information you provide here.
Please let me know if this okay with you. Thank you!
I saw the video on your awesome tracking sheet.
I would like to use your prospect tracking tool/excel spreadsheet.
How can I obtain it.
Thank You!