Sales Cycle Tracking Sheet Template - yes, it’s true
March 24th, 2008
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!
Entry Filed under: Sales & Marketing, The Tools You Need
5 Comments Add your own
1. Alison | March 24th, 2008 at 9:56 am
Wow Amber - that’s a great system. I like the way it is scheduled as a rolling programme. You’ve inspired me!
2. Robin | March 25th, 2008 at 11:54 am
I like your system. I have a similar system but I have added a few more columns from your list. I like the contact again column, it will keep me more organized on when I need to call someone back and I could even sort on that column too (as I have mine in excel), instead of browsing thru the whole doc every time. I also have an info column as I find out more info on them, personal or business, it helps when a lead may take months or over a year that you have some of the data you spoke about the last time.
Thanks for sharing!
3. Jamie Lentzner | March 26th, 2008 at 9:04 am
Very organized lady - I wondered where you had been! How are things? I hope you are doing well….and I am sorry but I have to tag you - I hate these things, so ignore it if you want.
4. Pamela Kramer | June 5th, 2008 at 5:37 am
I couldn’t access your pdf. I like the system as well. I started out with Excel too. Excel has been a life saver as far as keeping things organized!
5. Starlooks, Char | June 7th, 2008 at 3:45 pm
This is wonderful. I love all of the valuable information you’ve posted here. I’m bookmarking this site and will come back often to use these tips to build our online chilren’s boutique!
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