Using a Simple Sheet to Manage Your Leads

sales leads toronto marketing

sales leads toronto marketingGathering leads for your venture may have taken all of your time and energy. But the process of business management does not end there.

Surely, the leads that you have gathered should be converted into positive indications that will generate income and more opportunities.

You may have used different techniques like putting up flyers around town or bringing your business into the world of internet marketing, but at the end of the day, not all leads can be translated to qualified clientele.

Managing the Leads

So how does an entrepreneur manage the leads that he has gathered over time?

  • It is true that not all leads may be converted to loyal customers but that does not mean that they are useless.
  • As much as possible, you need a bunch of leads to get the business going.
  • Think of the leads as the fuel to a vehicle, if you do not fill the tank with petrol, the motor will die. This idea is similar to leads, if you do not manage them well, the business will eventually fail.
  • With the use of a simple sheet, entrepreneurs will know how to engage with the leads and how to interact with them when the need arises.

The Lead Sheet

  • Among the items found in the lead sheet are questions that you may ask them. There are also explanations and reasons as to why there is a need for that question to be raised.

For example, you will need to ask your leads on how they have stumbled upon your company. It could be through newspaper ads, word of mouth,  social media or through a business card.

This data will be very necessary when you analyze the marketing strategy of the company. This will also help entrepreneurs allocate correct budget on the most effective methods of gathering leads.

  • Another important thing to determine is the projects that the leads may be running after. Of course, the initial thing to do when you reach a lead is to listen to what they have to say. It is always in what they are saying that you get the idea of what they wish to accomplish with you.


  • After their turn, you can now go on and start with your spiel. Ask relevant questions like what their plans are and how serious they are in the project. When you get customer service representatives, it is imperative for them to be aware of all these items so that the communication flow will be swift and the exchange of ideas will be on point.

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