MEDIA LEAD MANAGEMENT
This template was designed as a time-saving device, for the Sales Manager or Internet Manager.
The overall intention is to help track the source of prospect leads provided by either media advertising
campaigns or Internet lead providers. Determining, the production of each media and the results
of that media, giving you the ROI (Return on Investment).
It will simplify the use of statistical data & formulas, to the point that one will be able to manage and
determine what media or providers is producing physical ups & deliveries. It will accurately assist
in determining the cost of the leads and if the leads are being handled appropriately.
HOW IT WORKS, Simply on the following Worksheets:
Maintenance Worksheet, enter the Names of Salesperson to be assigned to the leads.
Recap Worksheet, enter a description of the media or the name of the provider.
ProspectLog Worksheet, begin tracking Prospect information. Tracking several factors as you
progress through the sales process, see worksheet for details.
Enter data only into "YELLOW" cells or use Dropdowns to select data.
Worksheets are protected: Without passwords
The ProspectLog Worksheet is designed to handle 90 prospects per month, if you believe you have
a potential for more leads, considers using worksheet as a weekly summary tool or assign one
workbook to a specific campaign or provider.
Please note; This workbook does contain a Macro, which will recalculate the data on your
ProspectLog worksheet.  Providing you with near real-time reporting on your ReCap worksheet.
The recalculation in done everytime you Click/Switch to the ReCap worksheet.
For this macro to properly function, you must enable the Macro.
You may already have your setting correctly set. If Not, go to the Excel Tool Bar,
Click on: Tools
Click on: Macro
Click on: Security, Select Security Level Medium (Recommended)
Click on: OK
What is a Macro?: A Macro is a small program that contains instruction that Excel will perform.
Macro's are designed to perform operations within a single procedure that perform specific tasks,
such as determining if a value within a specific cell meet a specific criteria. Then if so, what to do
with that value or what Excel operation to perform.
What the Macro within this workbook does is looks at each prospect, determines what lead provider
generated the prospect, then adds prospect results to the providers totals.
Final Note: Remember your Feedback and Evaluation of this template is important to us.
E-mail us with your comments
Creation Date:02/2005