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Growth Tracker: Track Every Lead and See Where Deals Stall

Grow the number of properties you manage at a steady pace. The kit tracks every lead and deal by source, with your conversion rates, gives your business development manager (BDM) a full script book, and lets them practice calls with Betty by phone.

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How to Use This Template

A free template for owners and business development managers growing the number of properties they manage.

  • 01

    Log Every Lead and Deal

    Put every lead and deal in one sheet with its source, then check it each week. The tracker shows your conversion rates and where deals are slipping.

  • 02

    Use the Scripts

    The BDM script book holds the scripts your business development manager needs for calls with property owners, from the first discovery call onward.

  • 03

    Practice With Betty

    Call Betty's role-play line to practice the scripts out loud before you use them with property owners.

Is Growth the Priority You Want to Work On?

Growth Coaching is a private coaching track focused only on the Growth pillar, with one-to-one sessions planned in 90-day roadmaps.