Sales Lead Conversion Evaluation Template
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Sales Lead Conversion Evaluation
Date: | 01 - 15 - 2050 |
Salesperson Name: | Jake Louise |
Lead Source: | Website Contact Form |
Product/Service of Interest: | Quantum Computing Solutions |
Customer Information
Name: | Alice Johnson |
Phone: | 222-555-7777 |
Company: | FutureTech Innovations |
Email: | alice.johnson@futuretech.com |
Lead Details
Lead ID: | LT2050-1234 |
Lead Date: | December 1, 2049 |
Lead Status: | Closed |
Lead Value: | $10,000 |
Sales Process
Initial Contact | |
|---|---|
Date: | 12-02-2049 |
Communication Method: | |
Outcome: | Interested |
Follow-Up: | |
|---|---|
Date: | 12-05-2049 |
Communication Method: | Phone Call |
Outcome: | Interested |
Presentation/Demo: | |
|---|---|
Date: | 12-15-2049 |
Communication Method: | Online |
Outcome: | Interested |
Negotiation: | |
|---|---|
Date: | 01-05-2050 |
Offer Details: | Offered a 10% discount for an annual subscription. |
Closing: | |
|---|---|
Date: | 01-10-2050 |
Deal Value: | $9,000 |
Reason for Loss (if applicable): N/A
Conversion Metrics:
Conversion Rate: | 100% |
Time to Conversion: | 40 days |
Revenue Generated: | $9,000 |
Lead Feedback:
What worked well during this lead conversion?
Effective follow-up and a compelling presentation. |
Areas that need improvement in the sales process?
Faster negotiation and closing. |
Overall Evaluation:
Was this lead conversion successful?
Yes
No
Additional Comments:
Great job by John in closing this lead. |
Templates
Templates
