Conversion Tracking Worksheet Template 20110725

8/3/2019 Conversion Tracking Worksheet Template 20110725

1/82

OBJECTIVE

INSTRUCTIONS

Info needed

Client name (by month)Details of how they

found business

Category how they

found business

If they end up

converting (paying)

Notes:

1) It is very important, after Leads are

2) Many Leads will not want remembe

Description of Source FielSource

Referral

Proximity

Repeat

Web Search

PPC

Referral Site

Social Media

Radio/TV

Trade Show/Event

Print Ad/Yellow pa

Direct Mail

Unknown

Totals

This file is meant to allow an easy way

determine which advertisi

on the effective ones and

To do this, create 1 or more tabs for e

& "Service #2". For this example, we h

Service" while Services tab #2 is "Physi

Anyone answering t e p one or emai

found the company. The following info

3) Any unused categories can be delet

producing a lot of inquiries, try to sepe


2/82

Comments

Month and Custo

Sales $'s

Source Column

"Internet"

ex. 1

ex. 2

Source Field

(columns)


3/82

Action

Entered into column C, last name first

Entered into column E

1 is entered into the left-side column of one category F - AC to indicate 1 Lead

Amount is entered into column D and the right-side column of F - AC to indicate a sale

ntered & their category marked as 1, that later, after they convert into customers, someone goes back & enter

r or want to specify details such as actual keywords typed into search engines or links clicked. Just be as specific

dsExplanation of Source

Referred by an existing customer or acquaintance of employee

Saw our work or sign in their area, on our vehicle

Previous customer

A result of a "search" on the internet for our type of service

"Pay-Per-Click" ad on Adwords, Facebook, LinkedIn

Services such as Service Magic, Avvo, HGTV, etc.

Came from FB, etc.

Heard us on the radio/Saw us on TV

Visited us at a Trade Show/Saw us at an event: golf, film, etc.

Saw our ad in a magazine, program, etc./Yellow page ad

Response to a mailing

Don't know the source

Used to total the individual months - leave a space after each month's customer listing

for a business to record where leads came from, to better

ng methods are most effective, so we spend money

on't waste $$ on ineffective ones.

ch of your main Services, using the two tabs at bottom labeled "Service #1"

ve used a chiropractor as example, so Services tab #1 is "Chiropractor

cal Therapy"

s ou e traine to use t is i e proper y, y as ing eac Lea ow t ey

needs to be obtained from each caller:

d or just hidden. For example, if the business does no print, TV or radio ads, delete those. On the other hand, If

rate into smaller categories. The goal is to be able to break down exactly from where the most profit is coming


4/82

Enter the month at the first customer's name for the month - leave a space after each month.

Enter a questions mark (?) next to customer when entering an estimated dollar figure; remove

when correct figure is posted.

Can enter the last name only unless it's a common name; help prevent confusion.

Sometime in the future we'll want to enter the amount of the sale; enter a question mark (?) inmonth column if you enter an estimated amount; remove question mark when corrected.

if radio or TV is stated, ask which station or channel

if "I saw your ad in the program" is stated, ask which program

if "I found you in the phone book" is stated, ask which phone book

and so on.

If internet is stated as source, try to determine how/why they went to our site. They could have

followed up on an ad or searched us out somehow; these would go to different "source" fields

"Oh, I saw your ad in a magazine and went to the website." "I heard your ad on the radio and

checked out your website." etc.

"I was online looking for landscapers in Gig Harbor; I use Google." "I was on the HGTV site and

found you under Landscapers, Tacoma."

Put a number '1' in the "Lead" and "Sale" column when and where appropriate


5/82

s in the actual dollar amounts in the "Sale" column next to the Lead column!

as possible.

any one source starts

rom.


6/82

Lead Source - Service #1 (Example for Chiropractor: "Chiropractic Service")

Total Leads & Total Sales Lead Sold L

Conversion rate (Sales/Lead %) 3 3 2

$$ per source% of total sales 16,400$

Customer name Sales amt Source

Jan

Smith, Bob - saw sign 1

Adams, John - web search - "chiropractor in auburn"

Bear, Yogi 2,500$ web search - "unknown keyword"

Neuman, Alfred P 4,000$ referral 1 4,000$

Feb

Doe, Jane - unknown

Eisenhower, Dwight 1,800$ ph book

Bush, Herbert Walker 12,000$ referral 1 12,000$

Franklin, Benjamin - Avvo

Peto, James 300$ mailer - Shoreline

Bradley, Gale 4,500$ mailer - Federal Way

Wendler, Neil 1,750$ repeat

Emens, Wendy - yellow pages

Weiner, Lawrence - web search - "chiropractic center"

Starling, Simon - mailer - RentonRa, Peter saw sign 1

Mixler, Christine 900$ mailer - Tacoma

Mar

Abbenes, Merideth - web search - "unknown search term"

McStav, Willie 400$ referral 1 400$

Schilling, Gustav 1,900$ web search - "unknown search term"

Apr

May

June

Referral Prox

0

33% 0

100%


7/82

July

Aug

Sept

Oct

Nov

Dec


8/82


9/82


10/82


11/82


12/82


13/82


14/82


15/82


16/82


17/82

S L S L S L S L S L S

- 1 1 5 2 - - 1 - - -

-$ 1,750$ 4,400$ -$ -$ -$

1

1 2,500$

1

1 1,750$

1

1

1 1,900$

0%0%0%

0%

40%

imity

100%

0% 0%11% 22%

Repeat Web Search Referral Site Social MediaPPC


18/82


19/82


20/82


21/82


22/82


23/82


24/82


25/82


26/82


27/82


28/82

2011

L S L S L S L S L S L

- - - - 2 1 4 2 1 - 19

-$ -$ 1,800$ 4,800$ -$

1

1

1

1

1 1

1 1,800$ 1

1

1

1 300$ 1

1 4,500$ 1

1

1 1

1

1 11

1 1

1

1

1

0%22%11% 1

10%50%50%0%0%

0% 0%

Unknown T

Print Ad/yellow

pages Direct mktgRadio/TV Trade Show/Event


29/82


30/82


31/82


32/82


33/82


34/82


35/82


36/82


37/82


38/82


39/82

S

9

30,050$

-

-

1

1

-

1

1

-

1

1

1

-

-

--

-

-

1

1

0%

0%

tal


40/82


41/82


42/82


43/82


44/82


45/82


46/82


47/82


48/82


49/82


50/82

Lead Source - Service #2 (Example for Chiropractor: "Physical Therapy")

Total Leads & Total Sale Lead Sold L S

Conversion rate (Sales/ - - - -

$$ per source% of total sales -$ -$

Customer name Sales amt Source

Jan

Feb

Mar

Apr

May

June

July

Aug

Sept

Oct

Nov

Dec

0% 0%

0% 0%

Referral Proximity


51/82


52/82


53/82


54/82


55/82


56/82


57/82


58/82


59/82


60/82


61/82

L S L S L S L S L S L

- - - - - - - - - - -

-$ -$ -$ -$ -$

0% 0% 0% 0% 0% 0

0% 0% 0% 0% 0% 0

Social Media RadiReferral SiteRepeat Web Search PPC


62/82


63/82


64/82


65/82


66/82


67/82


68/82


69/82


70/82


71/82


72/82

2011

S L S L S L S L S L S

- - - - - - - - - - -

-$ -$ -$ -$ -$ -$0% 0% 0% 100%

100%0% 0% 0% 0%

Total

0%

o/TV Trade Show/Event

Print Ad/yellow

pages Direct mktg Unknown


73/82


74/82


75/82


76/82


77/82


78/82


79/82


80/82


81/82


82/82

Conversion Tracking Worksheet Template 20110725

Documents

Transcript of Conversion Tracking Worksheet Template 20110725