Conversion Tracking Worksheet Template 20110725
-
Upload
carl-larson -
Category
Documents
-
view
227 -
download
0
Transcript of 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
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
2/82
Comments
Month and Custo
Sales $'s
Source Column
"Internet"
ex. 1
ex. 2
Source Field
(columns)
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
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
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
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
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
5/82
s in the actual dollar amounts in the "Sale" column next to the Lead column!
as possible.
any one source starts
rom.
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
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%
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
7/82
July
Aug
Sept
Oct
Nov
Dec
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
8/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
9/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
10/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
11/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
12/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
13/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
14/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
15/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
16/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
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
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
18/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
19/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
20/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
21/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
22/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
23/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
24/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
25/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
26/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
27/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
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
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
29/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
30/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
31/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
32/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
33/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
34/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
35/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
36/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
37/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
38/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
39/82
S
9
30,050$
-
-
1
1
-
1
1
-
1
1
1
-
-
--
-
-
1
1
0%
0%
tal
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
40/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
41/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
42/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
43/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
44/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
45/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
46/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
47/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
48/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
49/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
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
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
51/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
52/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
53/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
54/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
55/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
56/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
57/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
58/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
59/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
60/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
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
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
62/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
63/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
64/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
65/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
66/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
67/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
68/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
69/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
70/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
71/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
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
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
73/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
74/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
75/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
76/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
77/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
78/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
79/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
80/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
81/82
-
8/3/2019 Conversion Tracking Worksheet Template 20110725
82/82