How do you know which strategies work and which don’t if you’re not tracking your leads?
Without tracking, prioritizing and allocating resources effectively becomes challenging, potentially leading to wasted efforts and missed opportunities for growth.
Flow your leads and track your success
Start tracking your leads and improve your sales process. With this Kanban board template, you can make sure that all your leads follow the same explicit path to success. See all your leads in a single view that ensures that every lead proceeds by following the ideal steps of your internal sales process.
Streamline your sales process
Build a more successful lead generation and sales process with this Kanban board template. By using this template, you can keep track of the progress of each of your sales lead and come up with a plan that will help you nurture your leads and turn them into paying customers. A Kanban board allows you to create a dashboard that gives you a visual of how your sales process is coming along. This gives you and your team a better sense of control over how your lead generation should flow, helping your sales team handle each lead better and in a more efficient manner.
Measure your flow
After a few weeks, access your throughput (average number of cards that get done per week) and cycle time (average time cards take from start to end) reports. With this data, you can better evaluate the time it usually takes to flow a lead on your board and also set better targets for the number of leads that you can expect to accomplish within a set period of time.
Help your team get better over time as they embrace your proven internal sales process on a single board to visualize your full sales pipeline.
What’s included in the Lead Tracking Template?
This board template includes:
- Two columns: Open and Closed.
- Four subcolumns in the Open column further describe the process: Identify, Connect, Explore, and Advise.
- Two subcolumns in the Closed column: Won and Lost.
- Explicit agreements in each column, explaining what you should do step-by-step.
- Three labels to help you categorize your leads: Lead Type A, B, and C.
This Lead Tracking Template can be customized to your needs, using our Board Designer.