Sales Lead Generation Journal

[Month Day, Year]

Sales Lead Information

Lead Name: [Lead's Name]
Lead Source: [Lead's Show]
Lead Contact Info: [Lead's Email]

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

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

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

Schedule a demo for [John].
Send a case study relevant to [John]'s industry.
Arrange an in-person meeting during the trade show next month.

Notes and Comments

[Bernadette] seems highly interested and has a budget in mind. The demo should help close the deal.

Documents and Attachments

Attachments
- Product Brochure
- Pricing Sheet
- Case Study - Manufacturing Sector

[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.