Cold Call Tracking Sheet

As you complete each cold call, put a check or X in the next open checkbox in the first section. Mark off a box in the second section each time you speak with a decision maker. Mark off a box in the third section each time you set an appointment. The number at the end of each row is a reminder of how many you've achieved in total so far.

At the end of the day, add up the numbers for each section and write them in the space at the bottom of the section. This will help you keep track of the percentage of calls you're able to transition to appointments. If the percentage is very low, you might need to work on your cold calling strategy – perhaps you should revise your phone script or write a new opener. If the percentage is high but you're still not getting enough sales, simply upping the number of cold calls you make should resolve the problem.

Date: _____________ Start Time: _____________ End Time: _____________

Dials
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 10
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 20
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 30
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 40
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 50
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 60
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 70
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 80
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 90
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 100

Total Dials __________

Decision Makers
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 10
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 20
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 30
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 40
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 50
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 60
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 70
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 80
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 90
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 100

Total Decision Makers __________

Appointments
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 10
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 20
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 30
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 40
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 50
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 60
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 70
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 80
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 90
❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 100

Total Appointments __________

Total number of decision maker contacts divided by total number of appointments: __________%


By Wendy Connick
http://sales.about.com/