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Detailed Lead Sheet - Followup Worksheet

Detailed Lead Sheet - Followup Worksheet

$ 3.50

Have you ever had a lead "fall through the cracks" because you did not followup (who hasn't?)

This detailed lead sheet tracking worksheet will help you to keep track of all the awesome leads that you are generating for your business!

This form will walk you through all the aspects of tracking your leads including:
  • Contact information
  • Personal info
  • Followup dates and times
  • Notes
This lead sheet is based on countless hours of working leads myself, interviewing sales professionals and figuring out what works the best for capturing and tracking “real” leads that could turn into profits for your business!

This product is great for:
  • Rebel entrepreneurs who want to track their various leads
  • Creative types who have wholesale or large order leads
  • Authors, speakers or coaches who have speaking leads 
  • Direct Marketers who are recruiting for their downlines

This standard sized paper listing is an instant download, digital product that you can start using right now! There will be no physical product shipped.


You will receive PDF printable file that you print and start working with immediately.

Video extras - There is a link at the bottom of the form to a video showing how to use the form.

Getting Started Document - There is a getting started Word doc that you can print out and follow along with so you don't have to guess how to use the worksheet.


Works well in ARC disc system planners from Staples or in a letter-sized three ring binder.


All downloaded files are copyright Tara L. Jacobsen, PA. (Paperly People)

These downloads are for personal use only, or to be shared with an assistant to facilitate your work. If you would like team or company pricing just shoot me an email.

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