WHAT'S INSIDE

When you get the Lead Tracker Dashboard, here's everything you get:

VISUAL DASHBOARD

See your entire business at a glance:

• Total database size and monthly growth
• Hot, warm, and cold lead breakdown
• Conversion rates (leads → appointments → contracts)
• Your database health score
• Top-performing lead source this month

No more guessing. You'll know exactly where you stand.

MASTER LEAD LIST

The ultimate contact database with 18 tracking fields:

• Contact info (name, phone, email)
• Lead source tracking
• Temperature tags (Hot/Warm/Cold)
• Buyer vs. seller classification
• Price range and target area
• Timeline and current stage
• Auto-calculated follow-up dates
• Last contact date (updates automatically!)
• Days since last contact (highlights in red when overdue)

Every lead tracked. Nothing falls through the cracks.

FOLLOW-UP TRACKER

Log every touchpoint with your leads:

• Call, text, email, in-person, DM, video
• Response tracking
• Next action planning
• Automatically updates your Master Lead List

The system remembers so you don't have to.

LEAD SOURCE PERFORMANCE TRACKER

Finally know what's working:

• Total leads from each source
• This month's breakdown
• Appointments booked per source
• Contracts signed per source
• Conversion rate by source
• Cost per lead calculator
• ROI calculator (which marketing actually makes money?)

Stop wasting money on marketing that doesn't work.

CONVERSION FUNNEL

Track leads through your pipeline:

• Monthly new lead count
• Appointments set and held
• Showings completed
• Offers made
• Contracts signed
• Closings
• Conversion rate metrics at each stage

See exactly where leads are getting stuck.

EMAIL CAMPAIGN TRACKER

Monitor your email marketing:

• Campaign names and dates
• List size
• Open rates
• Click rates
• Replies and appointments booked

Know if your emails are actually working.

PARTNERSHIP ROI TRACKER

Because lender and builder partnerships matter:

• Partner name and type
• Leads received
• Deals closed
• Revenue generated
• Leads you've given them
• Mutual benefit score

Track which relationships are worth nurturing.

DATABASE HEALTH SCORECARD

Automated 0-100 scoring based on:

• Database growth rate
• Contact frequency
• Email engagement
• Warm/hot lead ratio
• Conversion rates

Get a health check every time you open the tracker.

4-WEEK ACTION PLAN

Don't just get the tracker — get the IMPLEMENTATION PLAN:

• Week-by-week tasks
• What to do with your leads
• Which campaigns to send
• Partnership building schedule
• Checkboxes to track completion

Follow the plan. Build the system. See results.

COMPLETE INSTRUCTIONS

Built right into the spreadsheet:

• Setup guide (5 steps)
• How to use each tab
• Pro tips for success
• Troubleshooting help

You'll know exactly what to do.

FREQUENTLY ASKED QUESTIONS

Q: Do I need any special software?
A: Nope! Just a free Google account. Works on computer, tablet, or phone.

Q: What if I'm not tech-savvy?
A: If you can fill out a spreadsheet, you can use this. Complete instructions included.

Q: Can I customize it for my business?
A: Yes! Once you make a copy, it's yours to customize however you want.

Q: Will this work with my existing CRM?
A: Absolutely. Use it alongside your CRM or as a standalone system.

Q: What if I have more questions?
A: Email me at [email protected]. I respond to every message.

Q: Is there a monthly fee?
A: No. $47 one-time payment. Yours forever.

Q: What if I need help setting it up?
A: Full instructions are built into the tracker. But if you get stuck, email me.