• Dave Moon

Why Do You Need To Track Who You Are Working With?

Because you need to keep track of who you are working with now and who you need to build better relationships with in the future to earn their business.

Blue Cow Media has created a very simple Google sheet that you can use to help you keep track of your clients, leads and prospects. Everyone has a different definition for what a lead is. In reality it truly doesn’t matter what you call them. You just need to understand where those people are in your process of building a relationship so that you know what kind of communication you should be having with them. You are going to provide different levels of communication to people depending on where the person is in your funnel of knowing, liking and trusting you.

If you just kind of “know” someone, coming right out and asking for their business is presumptuous and kind of silly. It’s like asking someone out on a date that you have never met before. If you ask 100 people, odds are 1 will say yes. However, is it likely that this will materialize into a solid relationship? Probably not.

If you have moved past the “know” phase and you can honestly say that there is a genuine connection there, isn’t it much more likely that they may consider you as a resource when it comes time to buy or sell? I would think so. The same is certainly true if the relationship has moved from “like” to “trust.”

For this reason, it is so important that you know where these people are in your process. This Client Tracker will do that for you as well as provide some insight into potential revenue earned in the coming year.

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