Keep a Telecalling sheet for handling Leads – Sasikumar Talks

Key Features to Track:

Lead Name: Full name of the lead for personalization.
Contact Details: Phone number and email ID for reaching out.
Source of Lead: Understand where the lead originated (website, event, referral, etc.).
Status:
Contacted: Spoke to the lead.
Not Contacted: Attempted, but no answer.
Follow-Up Scheduled: Need to follow up.
Not Interested: Lead declined interest.
Converted: Successfully closed the lead.
Remarks/Notes: Specific details from the conversation (e.g., product interest, objections).
Follow-Up Date: Date for the next interaction.
Priority:
High: Immediate attention required.
Medium: Follow up soon.
Low: Can be deferred.
Next Step: Actions like scheduling a demo, sending details, or closing the deal.