Free Sales Lead Conversion Evaluation Template
Sales Lead Conversion Evaluation
|
Date: |
01 - 15 - 2050 |
|
Salesperson Name: |
Jake Louise |
|
Lead Source: |
Website Contact Form |
|
Product/Service of Interest: |
Quantum Computing Solutions |
Customer Information
|
Name: |
Alice Johnson |
|
Phone: |
222-555-7777 |
|
Company: |
FutureTech Innovations |
|
Email: |
alice.johnson@futuretech.com |
Lead Details
|
Lead ID: |
LT2050-1234 |
|
Lead Date: |
December 1, 2049 |
|
Lead Status: |
Closed |
|
Lead Value: |
$10,000 |
Sales Process
|
Initial Contact |
|
|---|---|
|
Date: |
12-02-2049 |
|
Communication Method: |
|
|
Outcome: |
Interested |
|
Follow-Up: |
|
|---|---|
|
Date: |
12-05-2049 |
|
Communication Method: |
Phone Call |
|
Outcome: |
Interested |
|
Presentation/Demo: |
|
|---|---|
|
Date: |
12-15-2049 |
|
Communication Method: |
Online |
|
Outcome: |
Interested |
|
Negotiation: |
|
|---|---|
|
Date: |
01-05-2050 |
|
Offer Details: |
Offered a 10% discount for an annual subscription. |
|
Closing: |
|
|---|---|
|
Date: |
01-10-2050 |
|
Deal Value: |
$9,000 |
Reason for Loss (if applicable): N/A
Conversion Metrics:
|
Conversion Rate: |
100% |
|
Time to Conversion: |
40 days |
|
Revenue Generated: |
$9,000 |
Lead Feedback:
-
What worked well during this lead conversion?
|
Effective follow-up and a compelling presentation. |
-
Areas that need improvement in the sales process?
|
Faster negotiation and closing. |
Overall Evaluation:
Was this lead conversion successful?
-
Yes
-
No
Additional Comments:
|
Great job by John in closing this lead. |
