New Business Tracker

Transform Your Client Management Process

Struggling to keep track of business leads? Do you find yourself searching for your client's contact info, rifling through your notes and emails to figure out what's next? Have you ever forgotten to follow up with a lead after a discovery call or proposal? These disorganized processes can lead to missed opportunities (read: missed revenue!!) and a lot of frustration.

The Solution: New Business Tracker

The New Business Tracker is designed to streamline your client management process, guiding you effortlessly from initial inquiry to signed contract. This template will not only centralize and simplify your workflow but also save you time in the process. Stay organized, save time, and ensure no detail is missed as you nurture and convert leads into loyal clients.

Why You'll Love the New Business Tracker

• Efficient Lead Management: Seamlessly track all new business leads through every stage of the sales cycle.
• Centralized Client Information: Store all pertinent client details, from contact information to key discussion points.
• Improved Organization: Never lose track of where you are with a client; keep all stages and details in one easy-to-use template.
• Enhanced Client Experience: Demonstrate professionalism and attention to detail, impressing potential clients from the first interaction.
• Insightful Reporting: Gain valuable insights with a dashboard that reports on new opportunities, analyzes how clients heard about you, and identifies popular project types.

What’s Included in the New Business Tracker

• Initial Inquiry Tracking: Document initial inquiries with fields for potential client's name, contact details, and source of inquiry.
• Discovery Call Notes: Capture vital information discussed during the discovery call, such as previous experience with designers, desired investment, and project scope.
• Lead Status Tracking: Monitor the status of leads throughout the sales cycle. For projects that are not approved, specify at which stage they were declined (e.g., after the discovery call, after the consultation, or after sending the proposal). You can also mark projects you chose not to take on because they weren't the right fit.
• Comprehensive Dashboard:
  • New Opportunities Reporting: Track new opportunities for the month and year.
  • Request Analysis: Understand how clients heard about you and which project types they are most interested in.
  • Meeting Highlights: Keep track of upcoming meetings, including discovery calls and consultations, ensuring you stay on top of your schedule.

**This is a digital product and all sales are final**