Quick Summary
We’ve always believed that what gets measured gets managed. For years, we shared a simple, free tracking template to help firms figure out exactly where their best clients were coming from. But running a business on "vibes" only goes so far, so we gave our internal system a massive upgrade. This post introduces the new Lead Tracking Tool Kit—a refined spreadsheet built to log inquiries, automatically analyze conversion patterns, and forecast future pipeline growth. It’s a practical, data-driven approach designed to turn marketing guesswork into predictable growth.
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I’ve always liked the quote: “What gets measured gets managed.”
A lot gets clearer once you start properly tracking your leads and seeing where good clients actually come from.
That’s why I talk so much about lead tracking in these emails and on our social media pages.
For years, I gave away a simple lead tracking spreadsheet for free. It’s the same spreadsheet we use internally at the agency. But recently, we “pimped it out” with more tabs, formulas, and forecasting tools.
It’s called the Lead Tracking Tool Kit.
Here’s how it works:
Step 1: Track your leads
Log every inquiry in one place: where it came from, when they contacted you, and how far they moved through your sales pipeline. Just like a CRM!
Step 2: Analyze patterns
The spreadsheet automatically pulls insights from your tracking tab, like:
- Your conversion rate
- Which months generated the most (and least) leads
- Where your best leads came from
- Your average sales cycle
This is something not all CRMs do well …
Step 3: Forecast future growth
Want more projects next year? Or larger projects? The forecasting tab helps you estimate how many inquiries you’ll need to hit your goals.
Available for $59
This tool is specifically designed for professional service firms. We’re selling it for $59 CAD.
We’re proud of it, and I hope it’ll be helpful for some of you trying to run your marketing on data instead of just vibes.
Tchau,
Daniela
