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Sales Lead Follow Up Planner Excel Template

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.

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Download Guide

Compatible with : Microsoft Office Excel, Libra Office, WPS Office, Google WorkSheet
  • Download The Template XLSX File Format
  • Use the Template

Download Instruction :

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