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Lead Tracker

$10.00
$10.00
Sale Sold out

Description

Stay on top of your pipeline, track client communication, and maximize conversion opportunities with this real estate leads tracker and dashboard designed for agents. This Google Sheets template helps you manage your real estate leads efficiently, ensuring you never miss a touchpoint and providing the best follow-up to convert leads into clients.

Customize in Google Sheets by entering lead details, preferences, needs, timelines, and much more, tracking tasks with the simple 10-point task checklist, logging all interactions (calls, texts, emails, and notes) in the communication history, and using the follow-up tracking with built-in last contact and next contact reminders. The smart dashboard auto-populates lead summaries, communication, and follow-up when you select a lead, and the follow-up calendar displays all follow-ups in a calendar format. Customizable fields allow you to edit drop-downs and labels to suit your business.

What's Included:

  • 1 Google Sheet with 5 tabs
  • Instructions + YouTube Video for easy setup
  • Dashboard that auto-populates lead summaries, communication, and follow-up
  • Leads Tracker to track all important lead details, tasks, milestones, follow-ups, and touchpoints
  • Follow-up Calendar to see all follow-ups in calendar format
  • Communication Log to log all interactions with leads
  • 10-Point Task Checklist to monitor progress
  • Customizable Fields to edit drop-downs and labels

Requirements: Requires a Google account. This is a Google Sheets product and does not transfer to 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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