Referral / Prospect Tracking Exercise – Free Spreadsheet episode artwork

EPISODE · Jul 11, 2026 · 2 MIN

Referral / Prospect Tracking Exercise – Free Spreadsheet

from The Accountability Minute:Business Acceleration|Productivity · host Anne Bachrach

In my work with business professionals, I find that they often say to me that they have prospects that they haven’t followed up with (for whatever reason), or they lost track of some of the referrals people gave them.  First of all, it’s hard to believe that someone wouldn’t have a process for tracking their referrals/prospects because that is potential revenue – but apparently this happens and probably more than it should.  So, I came up with a simple tracking spreadsheet to help my clients better know who they have in their pool of prospects, in order for them to know where their prospective clients are at in their pipeline, and they don’t lose anyone (or drown them) on the way. Did you know that according to the National Sales Executive Associates, they say that: ·         48% of Sales People Never follow up with a Prospect·         25% of Sales People Make a Second Contact and Stop·         12% of Sales People Only Make Three Contacts and Stop·         Only 10% of Sales People Make More Than Three Contacts·         2% of Sales are made on the First Contact·         3% of Sales are made on the Second Contact·         5% of Sales are made on the Third Contact·         10% of Sales are made on the Fourth Contact·         80% of Sales are made on the fifth to the Twelfth Contact What does that say to me?  Being professionally persistent, brings in REVENUE. To download my complimentary referral tracking spreadsheet to help you increase your revenue, so you can accelerate your results, go to https://www.accountabilitycoach.com/referral-tracking-workbook/. Put an end to the procrastination cycle and make progress on your goals with my complimentary Guide to Stopping Procrastination! Download it now by going to https://www.accountabilitycoach.com/minute.  Are you ready to take your business to the next level? Get the proven strategies and resources you need for massive success. Subscribe to my blog now by going to https://accountabilitycoach.com/blog and start transforming your business today! Want more from me, The Accountability Coach™, subscribe to more high-value content by looking for me on https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573 or https://www.accountabilitycoach.com/my-podcast/, and on most podcast platforms and in most English-speaking countries.  I’m the author of many books, including, Excuses Don’t Count; Results Rule, Live Life with No Regrets, No Excuses, The Guide to Stopping Procrastination, Your Formula for Manifesting Anything You Want, The Power of Visualization, My Gratitude Journal, the Work Life Balance Emergency Kit, and The Roadmap To Success with Stephen Covey and Ken Blanchard, and more.   Aim for what you want each and every day!  Anne BachrachThe Accountability Coach™https://www.accountabilitycoach.com Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve.  If you get value from these Accountability Minutes, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. 

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In my work with business professionals, I find that they often say to me that they have prospects that they haven’t followed up with (for whatever reason), or they lost track of some of the referrals people gave them. First of all, it’s hard to believe that someone wouldn’t have a process for tracking their referrals/prospects because that is potential revenue – but apparently this happens and probably more than it should. So, I came up with a simple tracking spreadsheet to help m...

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