Lead Tracker: Never Let a Lead Slip Through the Cracks

Описание: I'll walk you through how to use the Lead Tracker — a simple system built to make sure every lead gets followed up on, so nothing falls through the cracks.

The tracker starts with the basics: the lead's name and contact information (email and phone). From there, you log the lead source using quick shorthand codes — past client referrals, current client referrals, open houses, connectors, and more — so you can clearly see where your business is coming from. It also tracks your number of contact attempts, because proper follow-up means more than just one try, and the result of that follow-up, whether that's booking a buyer consultation or a listing appointment.

At the end of the month, you total up each lead source category to see what's actually working. I'll also share a performance benchmark to keep in mind: based on a healthy conversion ratio, you should be closing a minimum of six transactions per month.

Part of the CORE business toolkit for real estate professionals — check out the Paylog, Greatness Tracker, Profit and Loss, and Personal Family Budget videos too.