Download Sales Lead Follow Up Planner Template In Excel

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 this Sales Lead Follow Up Planner template in Excel Format

Our easy to use editable Excel templates and save your significant amount of time and effort. Here’s how to download and use one of our templates:

  1. Download this free Excel Template: Once you’ve browsed through our collection of templates and find the one that best fits your needs. Once you’ve found the template you want, click on the download button.

  2. Replace sample data with your actual data: Once the template is downloaded, open it in Excel. You’ll see that it is already set up with sample data. To start analyzing your own data, simply replace the sample data with your actual data.

  3. Customize the template: Our templates are completely editable, which means you can customize them to fit your specific needs. For example, you can change the formatting, add or remove columns, or create new charts and graphs.

  4. Use the Excel template: Once you’ve fed in your data and customized the template, you’re ready to start using it for data analysis. Use the various tools and features of Excel to analyze and visualize your data, and make informed business decisions.

  5. Save and share: Once you’ve finished working on the template, save it to your computer and share it with other members of your team or stakeholders as needed.

Click Download Button To Get 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.

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