Why you need a Lead Tracking Checklist Template

Tracking leads so you don’t lose them due to ineffective processes is vital to you closing new business. To help you standardize the process and save time, we’ve created a template you can use.

Our lead tracking checklist template was carefully created to include all the necessary steps needed to accurately complete the process. You can also customize it to fit your firm’s needs and share it with your team members.

How our Lead Tracking Checklist Template will help your firm

Our Lead Tracking Checklist template will help your firm:

Track leads and be proactive:

Using the lead tracking checklist template, you’ll be able to track prospects and be steps ahead so you can convert them. No more losing deals due to ineffective processes. This template is comprehensive and can be customized.

Manage heavy workload without skipping a beat:

Losing track of leads can impede your firm’s ability to increase your client base. And in the midst of the many other things you have doing, using our lead tracking checklist template will help you save time and work more efficiently.

Standardize and streamline processes across your firm:

Standardizing your lead tracking process will save you from the headache that comes with losing prospects.

What you’ll find in our Lead Tracking Checklist Template:

In our fully editable and customizable Lead Tracking Checklist Template, you’ll find:

  • Step by step lead tracking tasks
  • Due dates for tasks
  • Assignees
  • Notes

 

Note: Remember that you can add or remove any of these items to fit your firm’s unique processes.

How to use our Lead Tracking Checklist Template:

To use our Lead Tracking Checklist Template, simply:

  • Download the template
  • Or create an account with Financial Cents to access the template

 

After you’ve gotten your copy of the template:

  • Review each step and determine if you want to remove or add anything.
  • Optionally, you may add your logo to customize it to your firm.
  • Share it across your team via email or your file sharing platform.
  • You can also create a video to explain the tasks and any other important details to your team.

 

Lead Tracking Checklist Template FAQs

Are the steps in the lead tracking checklist template accurate?
Yes, they are. We created our lead tracking checklist template with feedback from bookkeepers and accountants like you. However, please review each request carefully and feel free to edit them to fit your firm’s unique needs.

Can I use this checklist template within the Financial Cents application?
Absolutely! In fact, that’s the better way to use and maximize this template. In Financial Cents, you can create a project from this checklist template, making it easy for you and every member of your team to get work done. Financial Cents also gives you a great overview of all client work and projects so you never miss another deadline.

 

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