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Leads Tracker

$16.00
$16.00
Sale Sold out

Description

Manage every lead from first contact to conversion with this 5-tab Google Sheets lead tracker designed for real estate agents. The auto-populating dashboard lets you select any lead from a drop-down menu and instantly view their summary, status, next steps, and upcoming follow-ups. Track your lead-to-client conversion ratio and see a breakdown of your pipeline by status, type, and source of business. Log all important lead details, monitor last contacted date and next follow-up, track all touchpoints along the way, add tasks with deadlines using a 10-point task checklist, and log all emails, calls, and notes for each lead. Customizable drop-down menus and headings let you tailor the tracker to your specific workflow.

What's Included (5-Tab Google Sheet):

  • Auto-Populating Lead Dashboard (Summary, Status, Next Steps, Upcoming Follow-Ups)
  • Lead-to-Client Conversion Ratio & Pipeline Breakdown
  • Leads Tracker (Details, Tasks, Milestones & Touchpoints)
  • Communication Log (Emails, Calls & Notes)
  • Task Tracker (Tasks & Deadlines)
  • 10-Point Task Checklist Per Lead
  • Customizable Drop-Down Menus & Headings
  • Instructions + YouTube Video Tutorial

Requirements: Requires a Google account. Designed for Google Sheets only—not compatible with Excel. Digital download only—no physical product will be shipped.

Individual License: This template is licensed for your personal business use only. Please don't share, redistribute, or resell the files. If your colleagues love what they see, we'd be grateful if you'd send them our way!

Team & Brokerage Licensing: Need licenses for multiple team members? Contact us for volume pricing options - we're happy to work with you!

By purchasing, you agree to our Terms of Service & Policies.

Upon purchase, you will receive a PDF download containing access link(s) to your template. Simply open the PDF, click the link(s) inside, and you'll be ready to start using and customizing your template right away.

Need help? We're always happy to assist! If you have any questions or run into any issues, please don't hesitate to reach out. We're here to make sure you get the most out of your purchase.

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