Lead Tracker + Book of Business

A comprehensive system to manage your book of business!

Managing your leads and book of business can be daunting! You have to keep track of your contact attempts, appointments, follow-ups, and earnings... and now you have stacks of paperwork that can be overwhelming to navigate through!

Notion is the solution. Our comprehensive system makes it easy to manage your leads and book of business all in one place. You can add notes, set appointments and reminders that integrate with your email and calendar all in one place!

Let this system Save Yourself Some Time Energy & Money!

Preview:

MASTER LIST

FOLLOW UPS

EARNINGS

FILES

FAQs

How to access the template?

Open the template link, create a free account with Airtable, create a workspace, then click "Duplicate Base" on the top left corner to duplicate it to your workspace.

Still have questions?

Send your feedback or queries to info@sidehustlesystemsbae.com