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Introduction Tracking Sheet
Make copies of this sheet and use them to track your introduction-related activities. When you've gotten into the
habit of tracking, you may want to use a spreadsheet program to track your results, so that you can easily
calculate ratios and create graphs to help you visualize your progress.
Month ____________
Introductions
requested
from clients
Introductions
received
from clients
Introductions
requested
from COIs
Introductions
received
from COIs
Introduction
appts set
Clients
gained by
introduction
WEEK 1
Monday
Tuesday
Wednesday
Thursday
Friday
Total
WEEK 2
Monday
Tuesday
Wednesday
Thursday
Friday
Total
WEEK 3
Monday
Tuesday
Wednesday
Thursday
Friday
Total
WEEK 4
Monday
Tuesday
Wednesday
Thursday
Friday
Total
WEEK 5
Monday
Tuesday
Wednesday
Thursday
Friday
Total
TOTAL FOR
MONTH
TOTAL YTD

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Introduction Tracking Sheet

  • 1. Introduction Tracking Sheet Make copies of this sheet and use them to track your introduction-related activities. When you've gotten into the habit of tracking, you may want to use a spreadsheet program to track your results, so that you can easily calculate ratios and create graphs to help you visualize your progress. Month ____________ Introductions requested from clients Introductions received from clients Introductions requested from COIs Introductions received from COIs Introduction appts set Clients gained by introduction WEEK 1 Monday Tuesday Wednesday Thursday Friday Total WEEK 2 Monday Tuesday Wednesday Thursday Friday Total WEEK 3 Monday Tuesday Wednesday Thursday Friday Total WEEK 4 Monday Tuesday Wednesday Thursday Friday Total WEEK 5 Monday Tuesday Wednesday Thursday Friday Total TOTAL FOR MONTH TOTAL YTD