We offer-up two paths;

1) We can send you the Digital Lead Document Tailored with your company name, logo and reference/test data.

2) We can take an excel or notepad import from you via a secure Dropbox link and customize the sheet for you.

Either way you go we will provide you with the basic layout of the Detailed Lead Tracking document, which includes a Leads section, tied into a Forecast Sales section and a Monthly Weighted Forecast section.

This template will help you manage your leads and determine your potential future income. If you wish to take this a step forward we offer 10 minute incremental training to understand how to manage your inventory and make the most of your forecasts.