HOW TO TRACK AND FUNNEL LEADS LIKE A CEO

If you are not lead tracking in your business you are seriously missing out! SAVE THIS FOR LATER!

Lead tracking gives you insight into what strategies are working best for your business. It also organizes all of your sales and marketing efforts so you can clearly see who you have chatted with, when, what was said, and when you should follow-up.

LEAD TRACKING 101

COLD

They are your ideal client but you have not had any previous interaction.

WARM

They engage with your content or you have had conversations.

HOT

They have asked about your service, filled out your application form, or set up a call.

PRO TIPS FOR LEAD TRACKING

⭐️Keep a written list or spreadsheet with separate categories.

⭐️Add your warm leads to the close friend's option on Instagram so you will always see their content in your feed.

⭐️Check-in with your list at least once a week.

NOTE FROM THE COACH

Create real relationships and connections. When you view names on a list as ”potential clients,” that is all they will ever be.

Focus on giving value and reaching out to those you could genuinely see yourself working with. Hitting the masses will only get you so far. Focus on quality over quantity.

Throw a ⭐️in the comments if you are going to start tracking!

Feeling unsure? Fill out a form here courtneyclucas.com for a free strategy call. I'm always down to share free templates and goodies!