Sales Lead Generation Journal

[Month Day, Year]

1. Sales Lead Information

• Lead Name: [Lead's Name]

• Lead Source: [Lead's Show]

• Lead Contact Info: [Lead's Email]

2. Company Information

• Company Name: [Company's Name]

• Company Website: [Company's Website]

• Company Address: [Company's Address]

3. Lead Details

• Title/Position: [Title]

• Email Address: [Lead's Email]

• Phone Number: [Lead's Phone Number]

• LinkedIn Profile: [Lead's Email]

4. Lead Qualification

• Lead Status: [Warm]

• Lead Score: [8/10]

• Lead Budget: [$50,0.00]

• Lead Timeline: [Q4 2023]

• Lead Priority: [High]

5. Contact History

Date	Method (Email/Phone/ In-person)	Conversation Summary
2053-10-10	Email	Sent an introductory email with an overview of our services and expressed interest in a potential collaboration.

6. Follow-Up 1

Date	Method (Email/Phone/ In-person)	Conversation Summary
2053-10-15	Phone	Had a brief phone call to discuss the email sent earlier. [Bernadette] expressed interest and requested more details about our pricing.

7. Follow-Up 2

Date	Method (Email/Phone/ In-person)	Conversation Summary
2053-10-20	Email	Sent pricing sheet and product brochure as requested.

8. Additional Follow-Up

Date	Method (Email/Phone/ In-person)	Conversation Summary
2053-10-25	Phone	Followed up to answer questions and discuss next steps. Bernadette is interested in a demo.

9. Action Plan

1. Next Steps

• Schedule a demo for [John].

• Send a case study relevant to [John]'s industry.

• Arrange an in-person meeting during the trade show next month.

10. Notes and Comments

[Bernadette] seems highly interested and has a budget in mind. The demo should help close the deal.

11. Documents and Attachments

1. Attachments

   •  Product Brochure

   •  Pricing Sheet

   • Case Study - Manufacturing Sector

[Your Name] - Sales Professional

[Your Company Email] - [Your Company Name]

This Sales Lead Generation Journal is a valuable tool to help you organize and track your leads effectively. Use this journal to record all essential information about your leads, track your contact history, plan your next steps, and manage documents related to each lead.

Remember to update this journal regularly to ensure that you stay organized and keep the sales process moving smoothly.

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