Excel Spreadsheet for tracking leads & meetings

[Dabrielle Stevens]

I just started as a coordinator for a We ugly houses franchise. We have a really good area, leads are hit or miss. But the good ones, are great ones! There’s a certain sweet spot that we’ve been hitting lately, we want to focus on that and learn more about it. How can I organize this in a spreadsheet so that we are able to compare to next year’s numbers? Of course these numbers could change with a dip in the market but it would be great to reference to after a few years of production.

[Jeffrey Hotz]

Hey @Dabrielle Stevens I’m a HomeVestors franchisee and this is a better question for our private Facebook group, or have the franchisee message or email me. The answer to what your looking for is within the HomeVestors network, or something that’s easily done through our CRM.  Benefit of joining HomeVestors is we have the ability within to do what you need.