Step 6: Tracking System – Measure and Optimise Leads with a Simple Spreadsheet
Leads are flowing, jobs are booking – top work!
But if you don’t track what’s clicking, you’re chucking cash into the wind.
This simple spreadsheet takes 5 minutes to set up and shows you where your next £10K job’s hiding.
No tech headaches – just results.
Let’s make every lead count.
Step-by-Step: How to Track Your Leads
1. **Grab the Free Tool**
– Open Google Sheets (sheets.google.com) or Excel – free and easy.
– New sheet, label it “Lead Tracker.”
– Example: A fitter in B1 set this up and doubled his ad spend on the winner in a week.
2. **Set Up Your Columns**
– 6 headers:
– **Lead Source:** “Facebook Ad,” “Google Maps.”
– **Date:** “06/04/25.”
– **Cost:** “£10” or “Free.”
– **Name:** From Step 4’s form or Step 5’s call.
– **Contacted:** Yes/No.
– **Booked:** Yes/No.
– Takes 2 minutes – type it out.
3. **Fill It with Yesterday’s Leads**
– Sample rows:
– “Facebook Ad, 05/04/25, £10, Sarah Jones, Yes, Yes”
– “Google Maps, 05/04/25, Free, Tom Smith, Yes, No”
– “Facebook Ad, 06/04/25, £10, Lisa Brown, No, No”
– Log every lead from Steps 3 and 4 – don’t skimp.
4. **Spot the Winners**
– After 5-10 leads, check:
– Most “Yes” in “Booked”? (e.g., Facebook = 3, Google = 1).
– Cost per job? (e.g., £10 for 3 jobs = £3.33 each).
– Example: In SW11, Facebook ads beat Google 4-1 – £50 well spent.
5. **Automate the Basics**
– “Total Cost” row: Type “=SUM(C2:C10)” in a cell – tallies your spend.
– No geek skills – Google Sheets does it for you.
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#### Quick Win: The 5-Minute Insight
– Log 5 leads. 3 bookings from £50 Facebook vs. 0 from Google? You’ve got your star.
– Result: By tomorrow, you’ll know what’s banking £5K jobs – no guesswork.
*Quick Win Box:*
**Result:** 5 minutes tracking, and you’ll see the goldmine – ready to scale next week.
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#### Pro Tip: Keep It Simple
Skip graphs – focus on “Booked.” If Facebook gets 5 jobs for £50 and Google 1 for free, you know the drill – more ads. UK trades win with results, not spreadsheets.
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#### Take Action Now
Open Google Sheets, set your 6 columns, log 3-5 leads.
Check “Booked.”
Done?
You’re a lead gen machine!