Lead Tracker

8.5" x 11"

Lead Tracker

8.5" x 11"

Growing your real estate agent leads is crucial to growing your business. When you have leads, track them in your CRM, a customer relationship management platform. (See the New Agent Guidebook if you are unfamiliar with how a CRM works.)

If you aren't in front of your computer to access your CRM or need a break from screens, track your leads on the go with this worksheet.

Use it to:

Never Miss a Lead: Keeps all your contacts in a central place so you don't have to worry about lost business cards or forgotten follow-up calls.

Craft Targeted Communication: Tailor your messages to specific needs and interests, fostering stronger relationships and increasing engagement.

Stay on Top of Your Sales: Utilize the notes section and identify the deeper leads in the home buying or selling process to prioritize your follow-ups.

Nurture your leads, personalize communication, and turn your prospects into clients.

Download Your Lead Tracker

This is a PDF you can download to your computer. Print it out and get going.

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