Customer Leads


Customer leads is your platform to find your customers.

Learning how to network effectively is one of the best things you can do for your new business. Not only can it yield qualified sales leads for your own business, but it also lets you contribute to the success of others in the business community.

Effective networking begins with uncovering every potential contact and lead available to you. Once you know the size and scope of your network, you can begin to organize the information in a meaningful way. An organized inventory of contacts and leads will help you get the most out of your networking efforts.

Your task in this worksheet is to create a comprehensive inventory of contacts, and then identify the best customer leads. 

  1. Brainstorm a list of contacts and leads. Put every potential lead or contact you can think of on the list.

    __________________________________         ___________________________________

    __________________________________         ___________________________________

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    __________________________________         ___________________________________

    __________________________________         ___________________________________

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    __________________________________         ___________________________________

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  2. Organize your list into the following categories:

    Business and Work-related

    Service Professionals
    (people who sell services to your target customers)

    Friends and Family

    ___________________ ___________________ ___________________
    ___________________ ___________________ ___________________
    ___________________ ___________________ ___________________
    ___________________ ___________________ ___________________
    ___________________ ___________________ ___________________
    ___________________ ___________________ ___________________
    ___________________ ___________________ ___________________
    ___________________ ___________________ ___________________
  3. Document contact information for all your contacts and leads. Whether you create this inventory on paper or online, include the following information:
    • The individual’s full name (be sure you have the correct spelling)
    • The individual’s company name, if applicable
    • Complete mailing address (for both the individual and his/her business, if applicable)
    • Phone and fax numbers
    • E-mail address
    • Relationship to you

    NOTE: You can create your inventory on paper—in a list, an address book, on index or rolodex cards, or by using the chart provided below—but consider putting it online. A contact management program or other database program will make it easy to access and maintain your list. Another alternative is to keep your list in a word processing document or spreadsheet.

    Individual or Company Name

    Complete Mailing Address

    Telephone Numbers

    Email Address

    Relationship to You

       

    Home:
    Office:
    Cell:
    Fax:

       
       

    Home:
    Office:
    Cell:
    Fax:

       
       

    Home:
    Office:
    Cell:
    Fax:

       
       

    Home:
    Office:
    Cell:
    Fax:

       
       

    Home:
    Office:
    Cell:
    Fax:

       
       

    Home:
    Office:
    Cell:
    Fax:

       
       

    Home:
    Office:
    Cell:
    Fax:

       
       

    Home:
    Office:
    Cell:
    Fax:

       
       

    Home:
    Office:
    Cell:
    Fax:

       
       

    Home:
    Office:
    Cell:
    Fax:

       
       

    Home:
    Office:
    Cell:
    Fax:

       
       

    Home:
    Office:
    Cell:
    Fax:

       
       

    Home:
    Office:
    Cell:
    Fax:

       
       

    Home:
    Office:
    Cell:
    Fax:

       
       

    Home:
    Office:
    Cell:
    Fax:

       
  4. Go through the entire contact/lead inventory you developed and mark all key contacts and qualified leads. Mark only those names you feel have the potential to become or help you attract ideal customers.

    • Mark key contacts with a C. A key contact is someone who meets the following criteria:
      • You know this person fairly well.
      • He or she would be willing to help you start or grow your business.
      • He or she is capable of providing you with qualified leads.
    • Mark qualified leads with an L. A qualified lead is someone who fits the profile of an ideal customer. Here are three critical questions to help you identify qualified leads:
      • Does he or she really need your products or services?
      • Does he or she have the money to pay for your products or services?
      • Is there a good chance you can meet his or her expectations with your products or services?
  5. Go back through all the Cs and Ls and select 10 individuals who have the greatest potential for becoming or helping you attract your ideal customers and list them below. Move into action by networking with the 10 individuals you’ve listed.

      1. ___________________________________________

      2. ___________________________________________

      3. ___________________________________________

      4. ___________________________________________

      5. ___________________________________________

      6. ___________________________________________

      7. ___________________________________________

      8. ___________________________________________

      9. ___________________________________________

    10. ___________________________________________


Here you find more resources for finding and organisation of customer leads.