Introduction Tracking Sheet from October 27th Webinar

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