For the busy service provider who needs a streamlined way to track and manage all leads!
This template is designed to help you execute immediately. It includes:
A mini-training on how to track and manage all of your leads, and a way to follow up each week and month
Step-by-step instructions on how to copy to your Airtable base
Kanban view to quickly view the Lead Temperature of each contact
KPIs are included to assist you with organization and cash flow
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