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Process GuideMarch 8, 20265 min read
How to Track Outreach in a Spreadsheet
Column table. Links to ROI and segmenting.
trackingspreadsheetCRMprocessColumns to Track
| Column | Purpose |
|---|---|
| Business name | Identifier |
| Contact | Email or phone |
| Date sent | When |
| Opened | Y/N if tracking |
| Replied | Y/N |
| Status | Lead, meeting, closed, dead |
Use your rates for ROI math: estimate lead list ROI. Segment by response: segmenting for higher rates.
FAQ
Do I need a CRM?
No. A spreadsheet works for 10-50 contacts per week. When you scale, a CRM helps. Start simple.