No more searching through your emails or trying to figure out what leads you need to follow up on, keep everything all in one place!
Tracking your leads is the essential step in efficiently scaling your business, or simply saving time as a business owner. It is important to identify what your referrers are doing for you, and what your client list is worth.
Most entrepreneurs who have been in business for more than a year will have some type of "warm traffic" where they are getting their clients from. This is frequently from a social media platform, a thriving blog, a network of other professionals, or even a referral network.
When scaling your business, you don't want to ignore your existing flow of traffic, but rather optimize this steady flow of leads to automatically generate more clients. Tracking your leads, and identifying the sourceof your traffic is the initial step in improving the conversion of your traffic- the process of changing leads into paying clients.
Effectively tracking your leads sets the foundation for improving the client experience and converting the traffic you already have.
No more searching through your emails or trying to figure out what leads you need to follow up on, keep everything all in one place!
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See your real pipeline, what your referrers are doing for you, and also what your client list is worth.
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Track all your leads, value of leads, and if you have a referral program, you can track your referrers, payouts, and owing.
The Lead & Referral Tracking Database includes the pre-configured base, links to set up Airtable, and a 30-minute walkthrough of the basic base as well as automation and apps that you can use with the paid version of Airtable. No more staring at a blank table trying to figure out how to set it up, just jump in and run!
