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Simple Excel Spreadsheet to Log and Track Prospects

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Jan 22, 2011 7:37 pm

This is a simple excel spreadsheet that I use to log information about prospects that I do not choose to enter in my B/Ds CRM (mostly because we use RedTail and several advisors have access to the same info). I will add them to my B/Ds CRM after they become a client.

The last column I use with a coding system to tell me the next step i.e. mail or call or whatever. Everyone on this list gets at least a mailer once a year.

I recommend saving this template and then create a duplicate to play with until you get it working for your specific need. It is easy to add additional columns. If anyone is good with excel please add anything you feel would make it better and upload an improved version.

Hope it helps at least one person!!!

Jan 23, 2011 7:50 pm

DeBolt . .thanks for posting.  Any reason you use this instead of one of the free webbased CRM programs?

Jan 23, 2011 8:01 pm

FYI - the excel program I use is a little different because I changed a couple things for my own preference for example I added a column just for zip codes.

But to answer your question, I just went from using paper prospecting logs to index cards to excel. My biggest concern with free CRMs is security I guess because I record notes in my excel sheet for prospects. What free ones are available besides ZOHO?

Jan 24, 2011 2:50 am

I went from Telemagic to BGM to Act to and finally to Zoho  aaahh. (3-4 years each)

I use my google gmail login and feel very secure ;  once a qtr or so I export everything to my external hd to backup for ultra safety...

All the crms were fine as long as you make the calls ; I really like zoho though...

Jan 25, 2011 3:26 pm

I use a spreadsheet to track daily activities.  The columns are: clients, phone, ID (acct number or ssn or other), amount of $$ uncovered, contact frequency, etc.  First column is the date.  I have a row where I total everything at the end of every week.  I then look for opportunities and areas of improvement.

Feb 3, 2011 8:35 pm

Don’t just tell us about it, attach it as well. You never know who will find value in it.