Lead Tracking Template | Free Lead Tracking Spreadsheet

👉 "Service Marketing Simplified - mikemancini.net/3O5iC0n
LEAD TRACKING TEMPLATE / GET THIS FREE LEAD TRACKING SPREADSHEET /
In this video, we're going to show you how we use this free lead tracking spreadsheet to track 100% of all of our leads, revenue, and what marketing channel is working the best for us.
We really use the spreadsheet to track which marketing channel is working the best for us, which tells us which ones are not performing. We then take those funds (from the marketing channels that are underperforming) and put them into marketing channels that are.
When you track your leads like this, it really helps you scale your marketing much quicker than you could without using a lead-tracking template like this.
Get the Free Lead Tracking Spreadsheet Here: bit.ly/Lead-Tracking-Spreadsheet
PLEASE READ: Please don't email us with questions about getting access to the spreadsheet. All you have to do is "Save a Copy" of the spreadsheet to your computer and you will then have access and be able to use it.
Take a look at it and adjust it as needed. This is not 100% perfect, but what it is, is effective and a tool that I personally cannot live without.
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• If you're interested in working with Mike Mancini, please schedule a call with him here today - www.mancinidigital.com/contac...
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DISCLAIMER: Links included here (in this description) may be affiliate links. If you click on those links and purchase a product (or service), I may receive a small commission. There is no additional charge to you.
Thanks so much for the support on our channel. We always greatly appreciate it.
------------------------
#BusinessTools #LeadTracking #MikeMancini

Пікірлер: 111

  • @rthomas986
    @rthomas9862 жыл бұрын

    Thank you so very much for this!! Such a simple and elegant solution for a problem that I've been struggling with. Really appreciate you making this publicly available

  • @MikeMancini

    @MikeMancini

    2 жыл бұрын

    Glad it helped!

  • @meganhanson9402
    @meganhanson9402 Жыл бұрын

    Great template! I currently use a customer follow-up template I downloaded from someka for my existing clients. Thanks for the valuable video!

  • @RichardEarlLonsbury
    @RichardEarlLonsbury Жыл бұрын

    Just downloaded it. Saved me a bunch of time. Thank you!

  • @jastejsaini7998
    @jastejsaini799814 сағат бұрын

    thank you so much. It's So thoughtful best lead tracking

  • @mralexdenny
    @mralexdenny Жыл бұрын

    Thank you, I appreciate the clarity-- very clear and articulate-- !

  • @usernameatlas
    @usernameatlas3 жыл бұрын

    Excellent tool, thank you for making this available, it will be a very important and critical asset for us going forward. Exactly what we needed. Cheers mate

  • @MikeMancini

    @MikeMancini

    3 жыл бұрын

    Cheers! Glad it helped.

  • @tienmcdonald4861
    @tienmcdonald4861 Жыл бұрын

    Just needed to say thank you! Have a great day!

  • @mauricecleveland7692
    @mauricecleveland76922 жыл бұрын

    You the GOAT for this one brother!

  • @jadeadair5180
    @jadeadair51804 жыл бұрын

    Wow, this is incredibly helpful. I looked everywhere for a template just like this.

  • @MikeMancini

    @MikeMancini

    4 жыл бұрын

    Glad it was helpful!

  • @gisellecamilo
    @gisellecamilo3 жыл бұрын

    Thank you for uploading this video. The information is helpful for my business. Have a great year 😊

  • @MikeMancini

    @MikeMancini

    3 жыл бұрын

    You as well. Thanks for watching.

  • @justbanterny1988
    @justbanterny198826 күн бұрын

    Absolutely insane value wow. Exactly what I was looking for!

  • @jcksbaro4531
    @jcksbaro4531 Жыл бұрын

    This is so informative thank you so much ❤

  • @walidnazmifordigitization5204
    @walidnazmifordigitization5204 Жыл бұрын

    Many thanks - Absolutely Useful

  • @theauraclesalon
    @theauraclesalon Жыл бұрын

    Excellent Introduction and formatting.

  • @liznewmanwellness
    @liznewmanwellness Жыл бұрын

    So now the question is how to do that! I’m a beginner at excel. Thank you

  • @MsXtines
    @MsXtines3 жыл бұрын

    Thank you for this Mike, I use online platforms but i find an classic Excel spreadsheet even more useful to track my leads and motivate me further.

  • @MikeMancini

    @MikeMancini

    3 жыл бұрын

    Glad it was helpful!

  • @tonyinfinitepower

    @tonyinfinitepower

    3 жыл бұрын

    Would you mind sharing your excel template?

  • @augustusgregory1748

    @augustusgregory1748

    2 жыл бұрын

    sorry to be so off topic but does someone know a tool to log back into an Instagram account..? I somehow forgot the password. I would love any assistance you can offer me

  • @azmiassociates7
    @azmiassociates73 жыл бұрын

    Hey Mike! Thanks for this Interesting Video, was of Great Help! :)

  • @MikeMancini

    @MikeMancini

    3 жыл бұрын

    Glad it was helpful!

  • @IAmIndigoMusic
    @IAmIndigoMusic3 жыл бұрын

    Wow this was super helpful! Instant Subscriber here!

  • @MikeMancini

    @MikeMancini

    3 жыл бұрын

    Thanks for watching!

  • @dhunipatel4214
    @dhunipatel42143 жыл бұрын

    This is great, Thank you so much!

  • @MikeMancini

    @MikeMancini

    3 жыл бұрын

    You're welcome. Glad it helped.

  • @GP-tb6zd
    @GP-tb6zd7 ай бұрын

    Thank you for this. Really helpful. Quick question, are we able to add additional lines to any of the charts without completely messing it all up?

  • @MikeMancini
    @MikeMancini4 жыл бұрын

    Let us know some other ways that you successfully track your leads. Let me know in the comments below... I'd love to hear about them.

  • @sultanzaino568

    @sultanzaino568

    4 жыл бұрын

    I didn’t receive the email yet !! With the template

  • @markwohlers4186
    @markwohlers41862 жыл бұрын

    Great Video....Thank you!

  • @MikeMancini

    @MikeMancini

    2 жыл бұрын

    You're welcome.

  • @TheFabianRomero
    @TheFabianRomero Жыл бұрын

    Thank you Mike!!!!

  • @MikeMancini

    @MikeMancini

    Жыл бұрын

    Thanks for watching.

  • @naatorkornoo7529
    @naatorkornoo75292 жыл бұрын

    Really helpful.thanks

  • @MikeMancini

    @MikeMancini

    2 жыл бұрын

    You're welcome!

  • @scalebee
    @scalebee Жыл бұрын

    Very helpful thank you !!How do I change the currency value?

  • @SSPDIVING
    @SSPDIVING3 жыл бұрын

    THANK YOU!

  • @MikeMancini

    @MikeMancini

    3 жыл бұрын

    Absolutely.

  • @sultanzaino568
    @sultanzaino5684 жыл бұрын

    Thank you very much for your email, i was struggling to track my open leads, and couldn’t find suitable one in Apple numbers only excel which doesn’t work for me (using iPad). Thanks again.

  • @MikeMancini

    @MikeMancini

    4 жыл бұрын

    So glad it helped!

  • @MatthewBrayElectrical
    @MatthewBrayElectrical4 ай бұрын

    Whatever accounting package you're using, add a prefix infront or after the invoice number that relates to the referral source... ie. 1001 - FBK for Facebook, 1001 - GGL for Google. At the end of each month, quaternary or year, export all invoice details to a spreadsheet, filter the column with your FBK, GGL etc in and you can see revenue from each referral source. Takes literally 5 minutes. You'll see in real terms which referral sources are bringing revenue in 👍 On my businesses software we can add original referral source to the customer file and export all customers data such as total spend between certain dates, so can also see the customers lifetime value in a few clicks and filters in a spreadsheet

  • @anu-pn6cm
    @anu-pn6cm6 ай бұрын

    Hi Mike, this is incredibly helpful and thank you for the knowledge shared. I tried to get the free template but it hasn't dropped in my mailbox. I'd appreciate your help. Thank you

  • @laurenaguayo
    @laurenaguayo3 ай бұрын

    Does that form replace a crm? Or is this a crm?

  • @stormysecuritysolutions7105
    @stormysecuritysolutions71053 жыл бұрын

    Hey Mike, can you explain how you know what lead come from what source? We are a Facebook Ads agency and we would like to show our clients from what source converts into clients the most, for example, do the most clients come from Facebook ads, Google ads, is it self generated or whatever the case maybe?

  • @alphaglassandwindow3978

    @alphaglassandwindow3978

    Жыл бұрын

    The most important question but no answer. What a shame

  • @dunc6484
    @dunc64844 жыл бұрын

    Thanks for sharing this! I'm a fundraising coach. How do I add a column for "organizations" without messing up the formulas?

  • @MikeMancini

    @MikeMancini

    4 жыл бұрын

    Mark... just unprotect the sheet from the "review" tab. If it asks for a password, you don't need one (as it's not password protected). Then just insert a column. hope that helps.

  • @mssburr

    @mssburr

    2 жыл бұрын

    Great question, That could be another video.. " How to customize this Sheets for your personal business ".

  • @timothypintar9133
    @timothypintar91332 жыл бұрын

    Great tool! How do I add a column or edit lead sources without messing up the formulas?

  • @MikeMancini

    @MikeMancini

    2 жыл бұрын

    Sorry.... I made that sheet awhile ago. You can edit it, but you may mess up the formulas.

  • @MichaelDroz
    @MichaelDroz7 ай бұрын

    Hey, I smashed the like and subscribed, but the link to the spreadsheet no longer works. Can you update it? Seems like a great resource.

  • @arvindtrader7935
    @arvindtrader79354 жыл бұрын

    super sir

  • @MikeMancini

    @MikeMancini

    4 жыл бұрын

    Thank you.

  • @ikutdantv8807
    @ikutdantv88073 жыл бұрын

    mike .. the number of lead per month only can 100 , can i add more.. this is awesome.. simple n elegant

  • @MikeMancini

    @MikeMancini

    3 жыл бұрын

    Sure. Just add rows to the sheet. It's your sheet to do what you want with.

  • @clydelangley-businesscoach
    @clydelangley-businesscoach Жыл бұрын

    Thanks for this Mike, I have a very similar sheet that I use, but I add a conversion rate % that measures difference between the converted yes/no to give me a percentage, I’ll see if I can add that to your document and share with you. Thanks again!

  • @DW-ml2es
    @DW-ml2es3 жыл бұрын

    Hi Mike. How long should it take for me to receive template? I work in Higher Ed and am ready to get started!

  • @MikeMancini

    @MikeMancini

    3 жыл бұрын

    You get the template right away. When you click the link, the template will open. Once there... you need to Save a copy of it to your computer... and you're off and running. You don't have to request access to the document. You just need to save a copy.

  • @Brendan_Milli
    @Brendan_Milli Жыл бұрын

    Is it possible to make this into a google spreadsheet for people such as myself who have a mac and do not have access to windows.

  • @alphaglassandwindow3978
    @alphaglassandwindow3978 Жыл бұрын

    An awesome spreadsheet no doubt but how do you know where every lead or phone call came from?

  • @MikeMancini

    @MikeMancini

    Жыл бұрын

    You simply ask them or you have tracking numbers that tell you.

  • @thenewyorkmoney
    @thenewyorkmoney9 күн бұрын

    i didnt got the spreedsheet in email. i tried 3 times.

  • @tarekakreatif
    @tarekakreatifАй бұрын

    Hi Mike, I've waited for over an hour, yet I didn't get any email from you. I even try my other email address, nothing. Can you help me with this?

  • @user-hw5tn5pk8h
    @user-hw5tn5pk8h6 ай бұрын

    Is this link no longer supported? I've tried twice with no success and hours having gone by since I submitted the request.

  • @muhammadaurangzeb9112
    @muhammadaurangzeb91122 жыл бұрын

    How can we specify leads and their revenue for different sales people? If we have team of 5 people, we need to distribute leads amongst them to monitor their performance

  • @MikeMancini

    @MikeMancini

    2 жыл бұрын

    Sorry, I'm not sure. I just made this for my company... you can modify it if you want.

  • @lowkeybeams5663
    @lowkeybeams56633 жыл бұрын

    If we had a auto tracking and auto form filling out program that would be amazing

  • @MikeMancini

    @MikeMancini

    3 жыл бұрын

    We're coming out with a software solution for this problem in the next couple of weeks. Stay tuned.

  • @lowkeybeams5663

    @lowkeybeams5663

    3 жыл бұрын

    @@MikeMancini 🎊

  • @jesuscarreon6149
    @jesuscarreon61493 жыл бұрын

    Im not seeing a link in the description for the spreadsheet. Is this happening for anyone else?

  • @MikeMancini

    @MikeMancini

    3 жыл бұрын

    I don't think so.

  • @jaysportsenthusiast7632
    @jaysportsenthusiast76322 ай бұрын

    Are you still sending these ? Just curious

  • @CendeconCleanup
    @CendeconCleanup2 жыл бұрын

    The link is no longer working :( is there a place I can still get this sheet.

  • @MikeMancini

    @MikeMancini

    2 жыл бұрын

    The link was down for a time being, but I belive it's up again. Hope it works.

  • @Chris-kq3tt
    @Chris-kq3tt3 жыл бұрын

    I cant sign up. Getting no email

  • @mssburr
    @mssburr2 жыл бұрын

    Aww, I just tried to download the spreadsheet but received an error. I guess I missed out. Error received.. "The page you are trying to view cannot be shown because the authenticity of the received data could not be verified. Please contact the website owners to inform them of this problem." I am about to take on a sales just for the first time and I fill organization might be key to not getting swallowed whole.. Even with the error the email did come, but the hyperlink in the email isn't active☹️

  • @MikeMancini

    @MikeMancini

    2 жыл бұрын

    The page may have been down, but I checked it and it's working again.

  • @mssburr

    @mssburr

    2 жыл бұрын

    @@MikeMancini okay, I will try again. Thanks

  • @carolineforbes2719
    @carolineforbes27192 жыл бұрын

    did you mean organic source?

  • @jillkaiser3280
    @jillkaiser32803 жыл бұрын

    filled out name and email, but it when I click on "Give it to me please" it doesn't go anywhere :(

  • @MikeMancini

    @MikeMancini

    3 жыл бұрын

    Jill, I'm sorry.... I just tested it out and it seems to be working fine. Could you try it again? I hope that works.

  • @jillkaiser3280

    @jillkaiser3280

    3 жыл бұрын

    @@MikeMancini got it! Thanks!

  • @goingbacktoourroots
    @goingbacktoourroots3 жыл бұрын

    the spreadsheet is view only access?

  • @MikeMancini

    @MikeMancini

    3 жыл бұрын

    You just have to download it and then you can modify it. You can't edit the master copy unless you download it to your computer.

  • @joeannesnook
    @joeannesnook3 жыл бұрын

    where can I get the tracking form?

  • @MikeMancini

    @MikeMancini

    3 жыл бұрын

    It's down in the description area. Thanks for watching.

  • @drumhead62
    @drumhead623 жыл бұрын

    The excel sheet doesn't allow you to edit

  • @MikeMancini

    @MikeMancini

    3 жыл бұрын

    Yes... simply unprotect it. Go to View at the top... and select Unprotect sheet. Hope that helps

  • @meharirfan9690
    @meharirfan96903 жыл бұрын

    Can you share me excel sheet

  • @journeyempires
    @journeyempires Жыл бұрын

    Hi, I'm not getting any email. Could you check please.

  • @Optimizedfit1
    @Optimizedfit13 жыл бұрын

    Link is broken to download the spreadsheet

  • @MikeMancini

    @MikeMancini

    3 жыл бұрын

    services.mancinidigital.com/lead-tracking-spreadsheet

  • @DaveDrinkwater-wy9iw
    @DaveDrinkwater-wy9iwАй бұрын

    This is just a blank Excel sheet now. There's nothing on it.

  • @moy3804
    @moy38045 ай бұрын

    It's not delivering any download option after 1 day

  • @christianpennock

    @christianpennock

    5 ай бұрын

    Did you get it? And would you send link

  • @moy3804

    @moy3804

    5 ай бұрын

    @@christianpennock I dindt get it at all

  • @sssoftsolutions
    @sssoftsolutions2 жыл бұрын

    I want lead sheet sir

  • @MikeMancini

    @MikeMancini

    2 жыл бұрын

    The lead sheet is in the description area below - there is a link to it to download. Thanks for watching.

  • @sssoftsolutions

    @sssoftsolutions

    2 жыл бұрын

    @@MikeMancini not link sir 404 error sir

  • @vw8674
    @vw86742 жыл бұрын

    I did not find the spreadsheet to be free.

  • @MikeMancini

    @MikeMancini

    2 жыл бұрын

    It is free... you just have to enter your email to get it.

  • @chris-moore1931
    @chris-moore1931 Жыл бұрын

    Please send me your lead tracking template

  • @andjunglepunkthirteen760
    @andjunglepunkthirteen760 Жыл бұрын

    Your last name is pronounced Man (with a boston accent, almost like “maahn”) chee (like beginning of cheese) knee Italian last names lives matter.