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Leads Tracker | 8x8 Plan + 33 Touch

$20.00
$20.00
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Description

Stay connected, organized, and consistent with this all-in-one real estate lead tracker, CRM, and follow-up system designed for busy agents. This powerful Google Sheets template combines lead tracking, client management, follow-up scheduling, and nurture planning into one seamless workflow that ensures you never miss an opportunity to engage leads and build long-term client relationships. Built around the proven 8×8 Interaction Plan and 33-Touch Nurture Campaign, this system helps you track every touchpoint, plan your communications, and visualize your follow-ups with a dynamic calendar—all without costly CRM subscriptions.

This system eliminates the chaos of scattered notes, missed follow-ups, and inconsistent client communication. The 8×8 Interaction Plan guides you through the critical first 8 weeks with a new lead, ensuring 8 meaningful touchpoints that convert prospects into active clients. Once they're in your sphere, the 33-Touch Nurture Campaign keeps you top-of-mind throughout the year with a strategic mix of emails, calls, notes, newsletters, and holiday greetings. The dynamic calendar auto-populates from your touchpoints, giving you a visual overview of all upcoming tasks, while the lookup and summary tools let you quickly search any lead to view their contact info, touchpoint history, and next action.

What's Included:

  • Google Sheets Lead Tracker Tab with 8×8 Interaction Plan for converting new leads
  • 33-Touch Nurture Campaign Tab for year-long client relationship building
  • Dynamic Calendar Tab auto-populated from your scheduled touchpoints
  • Lookup & Summary Tab for quick lead access and conversion tracking
  • Step-by-Step Instructions for using and customizing the system
  • Editable Template for personal branding and workflow preferences
  • Reusable Year After Year as your lead management system grows with your business

Requirements: Requires a Google account with access to Google Sheets. 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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