TC Business Prospecting Tracker

Description

Build and expand your transaction coordinator business with an advanced prospecting tracker designed to help you track and manage potential real estate agent contacts with the goal of converting them into active clients. This comprehensive Google Sheets tool features two intuitive tabs—a call list and a communication log—allowing you to seamlessly document and follow up with prospects, ensuring no opportunity is missed.

The call list includes star ratings to prioritize prospects, contact details for name, company, and contact information, status and category labels, and touchpoint milestones to monitor progress. Track up to 24 interactions per prospect with linear timeline contact touchpoints documenting date and result of each outreach attempt. The touchpoint summary count features a daily goal tracker with auto-calculating totals showing calls made today, plus a daily touchpoint count chart with start date selection to view summary of daily touchpoints, goal, and completion percentage for an entire year. The contact look-up provides a prospect summary by selecting a name from the drop-down menu to view star rating, status, company, contact details, touchpoint summary, and communication notes. The communication log allows detailed documentation of all interaction notes. Fully customizable with detailed instructions included.

What's Included:

• Call List (Star Ratings, Contact Details, Status & Category Labels, Touchpoint Milestones)
• Linear Timeline Contact Touchpoints (Up to 24 Interactions per Prospect)
• Touchpoint Summary Count (Daily Goal, Auto-Calculating Totals, Daily Count Chart)
• Contact Look-Up (Prospect Summary with Drop-Down Menu)
• Communication Log (Detailed Interaction Notes)
• Fully Customizable Google Sheets Spreadsheet
• Detailed Instructions Included

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