NYC Public Schools Principal's Leads Database Template

This Item is formatted to be used in google sheets, and not in excel.

What is the Leads Database Digital Template? 

Enhance your NYC Public Schools lead management with the Saint-Cyr Leads Database Digital Template, expertly crafted by Saint-Cyr Business and Art Consulting. This digital template is designed to optimize your lead tracking and organization, making it an essential tool for sales teams, marketers, and business professionals.

With the Saint-Cyr Leads Database Digital Template, transform your lead management process into a well-organized, efficient system. Stay ahead of the competition by ensuring no lead is ever overlooked, and empower your team to achieve greater sales success.

Package Included:

1 Excel file containing Leads Database Digital Template, consisting of 10 sheets:

• 1 Sheet: How to Use Guide

• 1 Sheet: Bronx (Example Only)

• 1 Sheet: Bronx - All boroughs, from Bronx to Staten Island, follow the same format. This format allows you to add information uniformly and provides an overview at the top showing the number of schools per status and lead source.

• 1 Sheet: Brooklyn

• 1 Sheet: Manhattan

• 1 Sheet: Queens

• 1 Sheet: Staten Island

• 1 Sheet: Past Client Record - This sheet keeps a record of all past clients you have from all boroughs under the same sheet. When a client is assigned as "past" it is automatically moved in the record.

• 1 Sheet: Dashboard - This sheet provides an overview of the number of schools for all boroughs together. Through graphs, you can also obtain information about the status and lead source for all boroughs. 

• 1 Sheet: Labels & Dropdowns

Key Features:

• Comprehensive Lead Tracking: Maintain detailed records of your leads, including principal name, email, school name, status, phone number, school address, title, last name, lead source, first contact dates, last contact dates, and follow-up dates.

• Customizable Fields: Tailor the template to fit your specific business needs with customizable fields for various lead attributes.

• User-Friendly Design: Enjoy an intuitive and easy-to-navigate interface that simplifies data entry and management.

• Analytics and Reporting: Generate insightful reports to analyze your lead pipeline and identify opportunities for improvement.

Returns:

Due to the nature of this product, digital downloads are not eligible for refunds. Please message us to seek any clarification before you proceed with the purchase or if you are experiencing technical issues after your purchase. Contact marie@scbac.com

Customer Notice: 

This is a DIGITAL PRODUCT. No physical item will be shipped to you. We regret to inform you that we cannot accommodate any customization requests.

Please note that this purchase is intended for personal, non-commercial use only. Any form of reproduction, distribution, or commercial utilization, in whole or in part, is strictly prohibited and constitutes a violation of our terms of use. This product remains the exclusive property of Saint-Cyr Business and Art Consulting.

Should you have any questions regarding your digital purchase, please don't hesitate to contact us. We'll strive to respond promptly to assist you.

We sincerely appreciate your visit and support!