7/17/25

Track Leads Like A Pro

Tired of losing leads in messy spreadsheets or your DMs?

In this video, I’ll walk you through exactly how I built a streamlined client engagement and lead tracking system inside Monday.com — the same system I use to achieve above 63% closing rate.

You’ll learn how to:
✅ Build a visual sales pipeline
✅ Track prospects from inquiry to close
✅ Use automations to simplify follow-ups
✅ Set up boards that help you focus and convert

Whether you're a creative entrepreneur, agency owner, or service-based brand — this Monday.com tutorial will help you turn chaos into clarity and close deals with confidence.

Previous

HR Request Workflow: JotForm to Monday.com