Sales Lead Generation Journal
[Month Day, Year]
Sales Lead Information
Company Information
Company Name: [Company's Name]
Company Website: [Company's Website]
Company Address: [Company's Address]
Lead Details
Title/Position: [Title]
Email Address: [Lead's Email]
Phone Number: [Lead's Phone Number]
LinkedIn Profile: [Lead's Email]
Lead Qualification
Lead Status: [Warm]
Lead Score: [8/10]
Lead Budget: [$50,0.00]
Lead Timeline: [Q4 2023]
Lead Priority: [High]
Contact History
Date | Method (Email/Phone/ In-person) | Conversation Summary |
2053-10-10 | Email | Sent an introductory email with an overview of our services and expressed interest in a potential collaboration. |
Follow-Up 1
Date | Method (Email/Phone/ In-person) | Conversation Summary |
2053-10-15 | Phone | Had a brief phone call to discuss the email sent earlier. [Bernadette] expressed interest and requested more details about our pricing. |
Follow-Up 2
Date | Method (Email/Phone/ In-person) | Conversation Summary |
2053-10-20 | Email | Sent pricing sheet and product brochure as requested. |
Additional Follow-Up
Date | Method (Email/Phone/ In-person) | Conversation Summary |
2053-10-25 | Phone | Followed up to answer questions and discuss next steps. Bernadette is interested in a demo. |
Action Plan
Next Steps
Notes and Comments
[Bernadette] seems highly interested and has a budget in mind. The demo should help close the deal.
Documents and Attachments
Attachments
[Your Name] - Sales Professional
[Your Company Email] - [Your Company Name]
This Sales Lead Generation Journal is a valuable tool to help you organize and track your leads effectively. Use this journal to record all essential information about your leads, track your contact history, plan your next steps, and manage documents related to each lead.
Remember to update this journal regularly to ensure that you stay organized and keep the sales process moving smoothly.
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