Sales Call Planner and Simple Lead Tracker

Plan every sales call on one page, then track every lead and follow-up in a simple spreadsheet that flags what is due, with no sales software needed.

Who it is for

• Salespeople and estimators who sell by phone, video or in person

• Small-business owners who keep leads in a notebook or in their head

• Small teams that share follow-ups and need one list

• Managers coaching new staff to plan calls

The problem it solves

Calls that start without a plan drift into a product pitch and end with "let me know." Leads without a dated next step get forgotten, and customers end up repeating themselves. The planner keeps each call about the customer and ends it with an agreed next step. The tracker keeps every lead in one list, with the next step and date for each, and flags anything overdue.

What is inside

• How to use it, and contents (1 page)

• Guide: planning a sales call (2 pages): the Four-Step Sale, four kinds of sales call, the planner section by section with why each part matters and the common mistake, voicemail tips, and honest selling rules

• Call planner (2 pages): filled in for a real-world example, then blank

• Guide: tracking leads simply (2 pages): what to record, the seven lead statuses, writing notes as facts, a 15-minute weekly review, and common mistakes

• Paper lead tracker and Excel instructions (2 pages)

• Excel lead tracker: Leads, Contact log and Weekly view, with drop-down lists, automatic flags for overdue follow-ups and leads with no next step, and example rows

How to use it

1. Read the planning guide once.

2. Fill in a planner before each important call.

3. After the call, add the lead and its next step to the tracker.

4. Once a week, run the five-step review on the Weekly view.

Formats and file types

• PDF, 10 pages, US Letter

• Excel (.xlsx), works in any spreadsheet program that opens .xlsx files

• Licensed for internal use by the purchasing organization

Frequently asked questions