Introduction Tracking Sheet
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This document provides a template for tracking introduction-related activities over a month. It includes spaces to track introductions requested and received from clients and contacts of influence each day, as well as introduction appointments set and new clients gained from introductions. Tracking this data in the template or a spreadsheet allows calculating ratios and visualizing progress over time to improve introduction efforts.
Introduction Tracking Sheet
- 1. Introduction Tracking Sheet Make copies of this sheet and use them to track your introduction-related activities. When you've gotten into the habit of tracking, you may want to use a spreadsheet program to track your results, so that you can easily calculate ratios and create graphs to help you visualize your progress. Month ____________ Introductions requested from clients Introductions received from clients Introductions requested from COIs Introductions received from COIs Introduction appts set Clients gained by introduction WEEK 1 Monday Tuesday Wednesday Thursday Friday Total WEEK 2 Monday Tuesday Wednesday Thursday Friday Total WEEK 3 Monday Tuesday Wednesday Thursday Friday Total WEEK 4 Monday Tuesday Wednesday Thursday Friday Total WEEK 5 Monday Tuesday Wednesday Thursday Friday Total TOTAL FOR MONTH TOTAL YTD