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[Agent] Help with Tracking Conversion Rates

https://gyazo.com/8b673321278dd743cb9e1094a36ea8a9

So here is my conversion rate tracking spreadsheet I made that I'll update at the end of every week in a different per month tab and it'll auto populate the totals screen for the year. I'll list why each one is there so I don't get scolded for doing "30 different lead gen methods." Don't do that. I'm simply asking for your guys' opinion on what I'm doing for my business in terms of trying to figure out the best way to track so I don’t glaze inflate my numbers.

  • Expireds, FSBO's and Open Houses are my main 3 sources of lead gen I plan on doing.

  • Facebook ads my "passive" lead gen that I'll run in the background while doing the main 3.

  • Door knocking & Circle Prospecting around Open Houses or if I have nothing else to do.

  • Referral & Sphere or Influence as although new, still prefer to have these

  • Lead Follow Up - This is what my question is about. So let's say I'm following up with a FSBO for 7 weeks, or I'm currently working with 2 different buyers who I got from Open Houses. When I talk with them about certain houses on different days for showings, that's obviously a contact and let's say it's 4 days striaght so that's 4 contacts from 1 buyer I already have signed with me. Would I make this Lead Follow Up section here, and put that contact here? Or would I simply just put it under the Open House contact or FSBO contacts. The reason I don't want to do that, is because if I put the "contacts" under FSBO where I'm following up with a FSBO for 7 weeks or a buyer 5 days of the week for example, it'll make the pick up ratio for FSBO's higher and when I work backwards to figure out how calls or contacts I'd need to do to hit $100,000 goal, it'll be an inflated number and a deflated goal due to the fact I called 20 FSBO's but have 18 contacts from them when it's really the same 3 FSBO's and me following up with them.

Please help! I'm trying to figure out what would be best as I'm currently thinking in Lead Follow Up I'm only tracking contacts and then appointments being set AND I'd also the appointment being set in whatever lead source it came from. So I don't mess up a lead gen source and think I'm inefficient or over efficient in a certain source.

submitted by /u/DaWhiteDwight
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source https://www.reddit.com/r/RealEstate/comments/fb91pg/agent_help_with_tracking_conversion_rates/

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