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Introduction Tracking Sheet

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Phoenix CoachingWorks
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Introduction Tracking Sheet from October 27th Webinar

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Introduction Tracking Sheet Make copies of this sheet and use them to track your introduction-related activities. When you've gotten into the habit of tracking, you may want to use a spreadsheet program to track your results, so that you can easily calculate ratios and create graphs to help you visualize your progress. Month ____________ Introductions requested from clients Introductions received from clients Introductions requested from COIs Introductions received from COIs Introduction appts set Clients gained by introduction WEEK 1 Monday Tuesday Wednesday Thursday Friday Total WEEK 2 Monday Tuesday Wednesday Thursday Friday Total WEEK 3 Monday Tuesday Wednesday Thursday Friday Total WEEK 4 Monday Tuesday Wednesday Thursday Friday Total WEEK 5 Monday Tuesday Wednesday Thursday Friday Total TOTAL FOR MONTH TOTAL YTD

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Introduction Tracking Sheet

  • 1. Introduction Tracking Sheet Make copies of this sheet and use them to track your introduction-related activities. When you've gotten into the habit of tracking, you may want to use a spreadsheet program to track your results, so that you can easily calculate ratios and create graphs to help you visualize your progress. Month ____________ Introductions requested from clients Introductions received from clients Introductions requested from COIs Introductions received from COIs Introduction appts set Clients gained by introduction WEEK 1 Monday Tuesday Wednesday Thursday Friday Total WEEK 2 Monday Tuesday Wednesday Thursday Friday Total WEEK 3 Monday Tuesday Wednesday Thursday Friday Total WEEK 4 Monday Tuesday Wednesday Thursday Friday Total WEEK 5 Monday Tuesday Wednesday Thursday Friday Total TOTAL FOR MONTH TOTAL YTD