Use these prompts to investigate—not to judge your business without evidence.

Create these columns

  • □Date received
  • □Prospect name or reference ID
  • □Source (Meta, Google, referral, organic)
  • □Service or offer
  • □Qualified? (Yes/No/Pending)
  • □Owner and first-response time
  • □Stage: new, qualified, call, proposal, won, lost
  • □Next follow-up date
  • □Outcome or objection

Review these four metrics weekly

  • □Qualified lead rate = qualified leads ÷ all new leads
  • □Consultation rate = consultations ÷ qualified leads
  • □Win rate = paying customers ÷ qualified leads
  • □Revenue or gross margin by acquisition source

Turn your tracking into action

  • □If response time is slow, assign a clear owner and notification method.
  • □If people reach proposals but do not purchase, review offer clarity, objections and follow-up.
  • □If lead quality is weak, investigate targeting, promises and qualification.
NEXT ACTION

Review your last 20–30 inquiries if available. Fill each stage consistently. Do not store sensitive customer data unless you have a legitimate business need and proper safeguards.