Real Estate Lead Tracking Spreadsheet - FREE TEMPLATE - Real Estate Coaching

Use this real estate lead tracking spreadsheet for real estate agents to track their lead sources throughout the year.

Today we are going to talk about how a real estate lead tracking spreadsheet will help you better understand where your leads come from. By using a simple spreadsheet, you can begin to refine your craft and focus on the lead sources that generate the most business for you. This is an extremely helpful tool, especially at the end of the year when you review your numbers and make a business plan to move forward.

VIDEO: Real Estate Lead Tracking Spreadsheet – FREE TEMPLATE

Where do your leads come from?

As we have discussed before at length, most of your leads will come from your sphere of influence (SOI). This is true across the industry and it is the reason why your SOI should be your primary pillar of business.

You should always track where your leads come from. Use a real estate lead tracking spreadsheet to do this. Within the video in this blog, I show off a few examples of what ICC clients are doing. This is a great tool to start using now and review at the end of the year to draw some conclusions about which lead sources are the most valuable for your business.

What should you track?

You can make it as intricate as you like, or keep it simple. It all depends on what information you would like to track and how much information you want to include.

source that your leads come from
the number of units sold from each given source
your closed ROI from each source (how much GCI you made)
sales volume from each source
number of pending
pending ROI
investment (how much you spent on these leads)
% return (based on how much you spent vs your ROI)
average commission
average sales price

Lead sources on your Lead Tracking Form

This is how you see what’s working. Break down your business into lead sources for insight into which lead sources are valuable to you. Here are the lead sources that we include on our ICC Lead Tracking Form template. We provide this template as a starting point for all of our clients here at ICC, and today you have the opportunity to download it for free as well.

SOI
Referrals from SOI
Vendor referral
Agent referral
Open houses
Door knocking
Geographic farming
Yard sign call
Social media
FSBO prospecting
Expired prospecting
Circle prospecting
Google LSA
Google Ads
Facebook Retargeting
Facebook Ads
Agent Website
Yelp

It’s all about accountability

Why use a real estate lead tracking spreadsheet? Well, beyond the insights it provides, it also provides accountability. It holds your dollars accountable, and it holds your activities accountable. For example, if you’re spending two hours a day calling Expireds and FSBOs and you’re only closing four transactions per year, that time might be better spent focused on another lead source.

FREE DOWNLOAD: real estate lead tracking spreadsheet

Today we are giving you the ICC Lead Tracking Form, FREE, for subscribing. This editable spreadsheet is fully customizable and will get you started with tracking your leads.

FREE DOWNLOAD

Want to learn more?

Read The High-Performing Real Estate Team. You can buy Brian Icenhower’s best-selling book on Amazon.
Subscribe to The Real Estate Trainer Podcast. You can find it on Apple Podcasts, Google Podcasts, Spotify, Podbean, and anywhere you listen to your favorite podcasts.
Join the Real Estate Agent Round Table. We are always posting fresh content, including market updates, free templates, and host dynamic discussions with the industry’s top producers.
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