Sales Cycle Tracking Sheet Template - yes, it’s true
I can’t believe I finally did this - I’ve uploaded a sample template of the sales cycle tracking sheet that I’ve been promising for so long!
This is the system that I’m using right now (template has generic names and private info removed). Of course, I just found a scratch piece of paper from when I originally had the spreadsheet idea and it has different columns. Now I can’t decide which is better, but I’m sticking with the one I’m already using for now.
The current system (which is a simple Excel file) works for me because it always has the next action I need to take for each prospect, and when that action should take place. As long as I visit, follow, and update the spreadsheet during my sales calls each day, then I’m keeping the pipeline full. There are always prospects to call, follow-up emails to send, and existing accounts to upsell to.
The scratch paper I found had each of the following bullet points as a separate column, in case some of you might find this way more useful:
- Prospect (store name)
- Contact Name
- Contact Number & Email
- Send Pitch (enter date occurred)
- Call (enter date occurred)
- Follow-up email (enter date)
- Appointment (enter y or n and date)
- Contact again on: (always have a date here)
- Signed PO? (enter y or n and date)
I hope that didn’t make it more confusing than not!
5 comments March 24th, 2008