Want to create an interactive transcript for this episode?
Podcast: The Accountability Minute:Business Acceleration|Productivity
Episode: Referral / Prospect Tracking Exercise – Free Spreadsheet
Description: In my work with business professionals, I find that they often say to me that they have prospects that they haven’t followed up with (for whatever reason), or they lost track of some of the referrals people gave them. First of all, it’s hard to believe that someone wouldn’t have a process for tracking their referrals/prospects because that is potential revenue – but apparently this happens and probably more than it should. So, I came up with a simple tracking spreadsheet to help my clients better know who they have in their pool of prospects, in order for...