This document provides a template for tracking introduction-related activities over a month. It includes spaces to track introductions requested and received from clients and contacts of influence each day, as well as introduction appointments set and new clients gained from introductions. Tracking this data in the template or a spreadsheet allows calculating ratios and visualizing progress over time to improve introduction efforts.

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