Example Excel sheet to keep track of leads

[Logan Allec]

Does anyone have a sample one they could upload or at least upload a screenshot of?  I've been trying to track my yellow letter leads in Excel, but my spreadsheets get rather messy.  Any help would be appreciated!

[Sean Moen]

Logan,

Here's what I ended up doing - maybe it'll help get your juices flowing.  I had a list of 300 that I mailed to.  I archived that list (already in Excel) and highlight the ones that give me a call.

Once I receive there call/email saying they want to start a conversation; I start the CRM process in Podio.  I put the land information in first; followed-up by the answers to my initial questionnaire and the contact information.  I have another module setup for "Touches" or follow-up when I call them.

I won't touch the original excel sheet unless:

1) I get another original call

2) I decided to remail the list - in which I will save a 2nd file and delete the names that I already talked to.

I should mention Podio is free (yes there is a premium aspect but most can get away just fine with it).  Took me a bit to develop what I wanted - as I was trying to do it while my first campaign was in transit - but I'm really finding my groove and the software makes it very easy to use and adjust.  Hope that helped a bit!