Lead Tracking & Follow-Up Essentials

• Record contact details and what each person needs

• Track where your inquiries come from

• Organize leads by stage, such as new inquiry, contacted, and booked

• Set follow-up dates and reminders

• Write friendly, relevant follow-up messages

• Update your records when a lead books, declines, or stops responding

• A private 60-minute online session

• A simple lead tracking spreadsheet template

• Guided practice adding sample inquiries

• Two reusable follow-up message templates

• Time for your questions

• Certificate of completion

A laptop or desktop, reliable internet, and access to Google Sheets or Excel. Bring a few sample inquiries with sensitive customer information removed.

This session focuses on a simple manual tracking system. CRM setup and automated follow-ups are covered separately.