Lead tracking system set up

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D3.SL.03

Lead tracking system set up

How this closesComplete the tool — Fill it in here. What you enter is what counts as done.

Why this matters

Tracking leads turns a good month into a repeatable one, because you can finally see how many conversations it takes to win a job. Once you know that number you can plan, price and hire against it.

A customer you forgot to call back is indistinguishable from a customer who said no. Both show up as no sale.

Before you start

You do not need software. A spreadsheet carries most businesses a long way, and the discipline matters far more than the tool.

Have your last month of enquiries to hand so you can start it with real rows rather than an empty template you never open again.

The rest of this step is for LAEDC clients

The steps themselves, the questions worth asking Pathfinder, where to send your document, and who to call when you get stuck. An account is free, it keeps your progress, and it connects you to an advisor who works with businesses like yours.

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