Lead Tracking Template | Free Lead Tracking Spreadsheet
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- Опубликовано: 6 сен 2024
- 👉 "Service Marketing Simplified - mikemancini.ne...
LEAD TRACKING TEMPLATE / GET THIS FREE LEAD TRACKING SPREADSHEET /
In this video, we're going to show you how we use this free lead tracking spreadsheet to track 100% of all of our leads, revenue, and what marketing channel is working the best for us.
We really use the spreadsheet to track which marketing channel is working the best for us, which tells us which ones are not performing. We then take those funds (from the marketing channels that are underperforming) and put them into marketing channels that are.
When you track your leads like this, it really helps you scale your marketing much quicker than you could without using a lead-tracking template like this.
Get the Free Lead Tracking Spreadsheet Here: bit.ly/Lead-Tra...
PLEASE READ: Please don't email us with questions about getting access to the spreadsheet. All you have to do is "Save a Copy" of the spreadsheet to your computer and you will then have access and be able to use it.
Take a look at it and adjust it as needed. This is not 100% perfect, but what it is, is effective and a tool that I personally cannot live without.
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DISCLAIMER: Links included here (in this description) may be affiliate links. If you click on those links and purchase a product (or service), I may receive a small commission. There is no additional charge to you.
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#BusinessTools #LeadTracking #MikeMancini
Thank you so very much for this!! Such a simple and elegant solution for a problem that I've been struggling with. Really appreciate you making this publicly available
Glad it helped!
Does that form replace a crm? Or is this a crm?
Thank you for this Mike, I use online platforms but i find an classic Excel spreadsheet even more useful to track my leads and motivate me further.
Glad it was helpful!
Would you mind sharing your excel template?
sorry to be so off topic but does someone know a tool to log back into an Instagram account..?
I somehow forgot the password. I would love any assistance you can offer me
Wow, this is incredibly helpful. I looked everywhere for a template just like this.
Glad it was helpful!
Absolutely insane value wow. Exactly what I was looking for!
So now the question is how to do that! I’m a beginner at excel. Thank you
Great template! I currently use a customer follow-up template I downloaded from someka for my existing clients. Thanks for the valuable video!
Very helpful thank you !!How do I change the currency value?
Thank you for uploading this video. The information is helpful for my business. Have a great year 😊
You as well. Thanks for watching.
mike .. the number of lead per month only can 100 , can i add more.. this is awesome.. simple n elegant
Sure. Just add rows to the sheet. It's your sheet to do what you want with.
thank you so much. It's So thoughtful
best lead tracking
Thank you for this. Really helpful. Quick question, are we able to add additional lines to any of the charts without completely messing it all up?
Just downloaded it. Saved me a bunch of time. Thank you!
Hey Mike, can you explain how you know what lead come from what source? We are a Facebook Ads agency and we would like to show our clients from what source converts into clients the most, for example, do the most clients come from Facebook ads, Google ads, is it self generated or whatever the case maybe?
The most important question but no answer. What a shame
Any follow up on this?
I know there's a code you can add at the end of your landing page link...
For phone leads, we use call rail and call sling to record the phone calls...
Hope that helps
Just needed to say thank you! Have a great day!
Excellent tool, thank you for making this available, it will be a very important and critical asset for us going forward. Exactly what we needed. Cheers mate
Cheers! Glad it helped.
Hi Mike, this is incredibly helpful and thank you for the knowledge shared. I tried to get the free template but it hasn't dropped in my mailbox. I'd appreciate your help.
Thank you
Thanks for this Mike, I have a very similar sheet that I use, but I add a conversion rate % that measures difference between the converted yes/no to give me a percentage, I’ll see if I can add that to your document and share with you. Thanks again!
Hi Mike, I've waited for over an hour, yet I didn't get any email from you. I even try my other email address, nothing. Can you help me with this?
You the GOAT for this one brother!
Thank you, I appreciate the clarity-- very clear and articulate-- !
How can we specify leads and their revenue for different sales people? If we have team of 5 people, we need to distribute leads amongst them to monitor their performance
Sorry, I'm not sure. I just made this for my company... you can modify it if you want.
Many thanks - Absolutely Useful
Excellent Introduction and formatting.
Wow this was super helpful! Instant Subscriber here!
Thanks for watching!
i didnt got the spreedsheet in email. i tried 3 times.
Im not seeing a link in the description for the spreadsheet. Is this happening for anyone else?
I don't think so.
Hey Mike! Thanks for this Interesting Video, was of Great Help! :)
Glad it was helpful!
Great tool! How do I add a column or edit lead sources without messing up the formulas?
Sorry.... I made that sheet awhile ago. You can edit it, but you may mess up the formulas.
Thank you very much for your email, i was struggling to track my open leads, and couldn’t find suitable one in Apple numbers only excel which doesn’t work for me (using iPad).
Thanks again.
So glad it helped!
Hey, I smashed the like and subscribed, but the link to the spreadsheet no longer works. Can you update it? Seems like a great resource.
Thanks for sharing this! I'm a fundraising coach. How do I add a column for "organizations" without messing up the formulas?
Mark... just unprotect the sheet from the "review" tab. If it asks for a password, you don't need one (as it's not password protected). Then just insert a column. hope that helps.
Great question,
That could be another video..
" How to customize this Sheets for your personal business ".
This is great, Thank you so much!
You're welcome. Glad it helped.
Thank you Mike!!!!
Thanks for watching.
An awesome spreadsheet no doubt but how do you know where every lead or phone call came from?
You simply ask them or you have tracking numbers that tell you.
This is so informative thank you so much ❤
The excel sheet doesn't allow you to edit
Yes... simply unprotect it. Go to View at the top... and select Unprotect sheet. Hope that helps
Is this link no longer supported? I've tried twice with no success and hours having gone by since I submitted the request.
Let us know some other ways that you successfully track your leads. Let me know in the comments below... I'd love to hear about them.
I didn’t receive the email yet !! With the template
Aww, I just tried to download the spreadsheet but received an error. I guess I missed out.
Error received..
"The page you are trying to view cannot be shown because the authenticity of the received data could not be verified.
Please contact the website owners to inform them of this problem."
I am about to take on a sales just for the first time
and I fill organization might be key to not getting swallowed whole..
Even with the error the email did come, but the hyperlink in the email isn't active☹️
The page may have been down, but I checked it and it's working again.
@@MikeMancini okay, I will try again. Thanks
Hi Mike. How long should it take for me to receive template? I work in Higher Ed and am ready to get started!
You get the template right away. When you click the link, the template will open. Once there... you need to Save a copy of it to your computer... and you're off and running. You don't have to request access to the document. You just need to save a copy.
Is it possible to make this into a google spreadsheet for people such as myself who have a mac and do not have access to windows.
THANK YOU!
Absolutely.
Great Video....Thank you!
You're welcome.
filled out name and email, but it when I click on "Give it to me please" it doesn't go anywhere :(
Jill, I'm sorry.... I just tested it out and it seems to be working fine. Could you try it again? I hope that works.
@@MikeMancini got it! Thanks!
Really helpful.thanks
You're welcome!
The link is no longer working :( is there a place I can still get this sheet.
The link was down for a time being, but I belive it's up again. Hope it works.
It's not delivering any download option after 1 day
Did you get it? And would you send link
@@christianpennock I dindt get it at all
Are you still sending these ? Just curious
super sir
Thank you.
This is just a blank Excel sheet now. There's nothing on it.
If we had a auto tracking and auto form filling out program that would be amazing
We're coming out with a software solution for this problem in the next couple of weeks. Stay tuned.
@@MikeMancini 🎊
did you mean organic source?
the spreadsheet is view only access?
You just have to download it and then you can modify it. You can't edit the master copy unless you download it to your computer.
where can I get the tracking form?
It's down in the description area. Thanks for watching.
I cant sign up. Getting no email
Hi, I'm not getting any email. Could you check please.
Can you share me excel sheet
I want lead sheet sir
The lead sheet is in the description area below - there is a link to it to download. Thanks for watching.
@@MikeMancini not link sir 404 error sir
Link is broken to download the spreadsheet
services.mancinidigital.com/lead-tracking-spreadsheet
I did not find the spreadsheet to be free.
It is free... you just have to enter your email to get it.
Please send me your lead tracking template
Your last name is pronounced Man (with a boston accent, almost like “maahn”) chee (like beginning of cheese) knee
Italian last names lives matter.