How To Make/Create a Cold Call Tracking Sheet [Templates + Examples] 2023

Build a Cold Call Tracking Sheet Template – Step-by-Step Instructions

Organizations, businesses, and management develop their cold call tracking sheets using Microsoft Word and Excel, including Google Docs and Google Sheets, which are word-processing and spreadsheet applications and software. Each program enables individuals to construct a formatted table for the cold call tracking sheet to record and note the names and numbers of the people or representatives the business contacts during the process.

• Step 1: Incorporate the Title on the Tracking Sheet

  Title the document or spreadsheet with the nature of its contents, inserting cold call tracking sheet as the title, with individuals adding the department handling cold calling other individuals or businesses. Businesses can also incorporate their business name and logo into the document for record-keeping purposes.

• Step 2: Insert General Information

  After setting the title for the tracking sheet, insert general information about the document, including the date it covers and the person responsible for preparing the cold call tracker. Remember to add these details to make it easier to make corrections or clarifications to the data in the tracker when the need arises.

• Step 3: Construct the Cold Call Tracking Table

  The most vital part of the document is the tracking table containing all the information the business needs to keep to evaluate the effectiveness of the marketing strategy, converting each one to sales. The table must consist of the individual’s name, the company they work at, their job position, phone number, estimated sale, date of last conversation and the following schedule, and the lead source and status.

• Step 4: Browse for a Cold Call Tracking Sheet Template

  Use your device’s web browser and visit the Template.net website for examples through the search bar on the website’s landing page to look for cold call tracking sheet templates, downloading and editing the document through word-processing and spreadsheet programs software. Select the template to enable you to record all necessary details into the file, containing information that can help the business translate the discussion into a profitable outcome.

• Step 5: Select the Cold Call Tracking Sheet Template

  Click on the image of the termination letter template you want to use; for this example, the cold call tracking sheet template. Choose a file format from the right portion of the template window to download and edit the document through the Free Download button after logging into your Template.net account.