Download Sales Lead Follow Up Planner Excel Template


Popular Categories in Excel Template
Trednding in Excel Template

Modified Adjusted Gross Income Calculator

Modified Adjusted Gross Income Calculator is an excel sheet which helps you calculate your MAGI …

Read More

Salary Range Calculator

Salary range calculator is an excel template to calculate minimum, average and maximum salary for …

Read More

Expense Report

The Expense Report Template is a ready-to-use template in Excel to keep track of personal …

Read More

Balance Transfer Calculator

A balance transfer calculator is a method some people use to pay off their credit card …

Read More
Generic filters

Sales Lead Follow Up Planner is a ready-to-use excel template which helps a salesperson to maximize output from leads.

Therefore, This template helps managers to keep an eye on their sales team and provides a review of the team’s follow-up performance.

Additionally, salesperson can also print a client-wise report of follow-up with updates of meetings and their outcomes.

Furthermore, this sheet helps in proper planning of timings and addressing issues of the clients eventually helping the salesperson to maximize sales.

Moreover, it helps the managers or team leaders to keep an eye on their sales team and their follow-up schedule. This keeps the sales team vigilant and results-oriented.

Sales Follow-up Planner Excel Template

We have created a simple and easy Sales Lead Follow-Up on a lead Planner Excel Template with predefined formulas and formatting.

So, All you need to do is to update the planner on a regular basis and you can print a client-wise report in just one-click.

Contents of Sales Lead Follow-up Planner Excel Template

Thus, This template consists of 4 sheets; Sales Lead Follow-up Planner, Client-wise Follow-up Report Generator, Printable Client-wise Report, and Blank Printable Client-wise Report.

Sales Lead Follow-up Strategy

Moreover, At the top, insert your company’s name, address, sales personnel’s name, and designation.

Thus, Lead Follow-up Planner consist of 2 sections:

  1. Client’s basic Information
  2. Follow-up Overview

Client’s Information

Client information consists of following columns:

Sr. No: Serial Number.

Client: Name of client.

Client Address: Official Address of client.

Client’s Number: Client’s contact number.

Interested Products: Name of product in which the client is interested.

Anticipated Volume: Sales volume which client may order.

Key Person: Name of key person.

Designation: Designation of the key person.

Contact Number: Contact number of key person.

Subordinate’s Name: Name of the subordinate who is responsible for purchase.

Designation: Designation of subordinate.

Contact Number: Contact number of subordinate.

Current Status: Status of business dealing. Approach, Sampling, etc.

Follow-up Overview

Thus, This section consists of an overview of 3 meetings with client and their outcome. All three meeting sections consist of following columns:

Meeting Date: Date on which meeting is set.

Meeting Time: Time on which meeting is set.

Agenda of Meeting: Purpose and agenda of the meeting.

Outcome: Outcome of meeting if.

Client’s Queries: If client has any queries, then insert them in this column.

Proposed Solution: Solution of client queries if any.

Discussion Key Points: Also, Points discussed in the meeting.

Final Outcome: Thus, Insert final outcome of the meeting.

Download Sales Lead Follow Up Planner Excel Template

To use this free Excel Template, you should have Microsoft Office/ Microsoft Excel. You can only use this template if you have these applications in your system. or Use, Google Sheets. 

After installing Excel or Spreadsheet, download the xlsx file of this template to use it

Once extracted, you can open the file using Excel and start entering data or customizing the template.

Click The Button Below To Download Sales Lead Follow Up Planner Excel Template

Instruction :

All Excel templates and tools are sole property of User can only download and use the excel templates for their Personal use only. All templates provided by XLSX templates are free and no payment is asked. However, you are not allowed to distribute or share in any other website for sole purpose of generating revenue from it.

 You can also download and use our 1000 Best PowerPoint Presentation Templates and 500 Resume Samples from  Completely Free. All our templates are designed by Professionals

Popular Excel Templates: