Now I'm not against anyone using lead tracking software, but it always seem to me when I was in the custom home business that I was only really working on a handful of prospects at any one time, so I found it easier to just write the basic info in my phone book, and this is the form I used. The form fits standard 3.6 x 6.5 phone book pages. I printed them on yellow paper and kept them together in my book so they were easy to find, and I just flipped through them several times a week to remind myself of where we were in the design/estimating/sales process. If the project fell through, I simply removed the page, which meant that my book only had a few active leads to review. Not very sophisticated, but quite effective.
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