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Alex Porterfield

Lead Generation & Engagement Tracker

Rated 5.00 out of 5 based on 5 customer ratings
(5 customer reviews)

$77.00

For the business owner who is prepping for an upcoming launch and wants to nurture her leads! Whether you’re selling an online course or opening enrollment for your 6-month mastermind, this template will help you keep track of who you and your team have spoken to, group them into COLD/WARM/HOT/RED HOT lead groups, set the next check-in dates, log their interest level, and make any notes that you need to! This is a downloadable product that will be delivered straight to your inbox.

INCLUDED IN TEMPLATE:

  • Lead Generation & Engagement Tracker with Custom Fields
  • Video Tutorial

*refund policy: due to the digital nature of this content, no refunds will be issued.

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Category: Digital Products
  • Reviews (5)

5 reviews for Lead Generation & Engagement Tracker

  1. Rated 5 out of 5

    Samantha Whisnant – May 26, 2022

    One word: Obsessed! This is the PERFECT template for anyone who is launching or working with clients who launch (I can’t wait to use this with my clients!). Her instruction video made it so easy to use and implement into my ClickUp space. I love how organized it is and how seamless it is to keep track of everyone in my funnel. It’s the perfect template to have an extraordinary launching season!

  2. Rated 5 out of 5

    Jennifer Morilla – October 11, 2022

    GENIUS!! So easy to use and I am obsessed!! I’ve been using this lead tracker for managing launches and being super organized. I was using pen and paper before! haha, So this is had been literally ‘LIFE CHANGING’. I highly recommend this. It’s worth MORE THAN $77!

  3. Rated 5 out of 5

    Katelyn Reding – October 11, 2022

    I recomend this lead tracker to my clients all the time! As a sales funnel expert, I teach lead generation, and this tracker covers all the bases, while being simple to follow and apply to any business.

    It is the exact tracker I use in my own business. I love it!

  4. Rated 5 out of 5

    Erin – October 12, 2022

    As a small business owner, this template is just what I needed to stay organized! Alex is a ClickUp expert so it was a no-brainer to make this purchase. I highly recommend!!

  5. Rated 5 out of 5

    Michelle MacDonald – January 11, 2023

    OMG this ClickUp lead tracker is amazing!! Just what I needed! I love that I can customize it to my needs. Saved me so much time from building one out from scratch. You won’t be disappointed! It’s excellent!!

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