Booked, Banked and Onboarded Notion Sales Call Tracker

Track your leads. Close the sale. Onboard like a pro. All in one place.

If you're tired of losing leads in your DMs, forgetting who said “follow up in a few weeks,” or scrambling to onboard a new client after the sale.

The Booked, Banked & Onboarded Sales Tracker is about to be your new business BFF.

This isn’t just a spreadsheet. It’s a full-blown Notion dashboard designed to organize your entire sales flow—from the first touchpoint to paid in full to fully onboarded.

Because enrolling hundreds doesn’t happen by accident.

It happens with systems that scale you.

 

What’s Inside:

  • 🧠 Lead Tracker
    Track every hot lead, DM convo, or application in one clean place. No more forgotten follow-ups.

  • 📞 Sales Call Manager
    Log notes, objections, decisions, and follow-up reminders from every sales call—so no detail gets lost.

  • ✅ Automated Onboarding Checklist
    Trigger onboarding tasks as soon as someone says “I’m in!”—contracts, welcome emails, access, and more.

  • 📝 Sales Call Script Template
    A plug-and-play call script you can tweak to your brand + offer—so every conversation flows like a pro.

  • 🎥 Video Walkthrough
    I’ll walk you through exactly how to customize and use this tracker inside your business so it actually works for YOU.

 

Why It Works:

You’re not winging it anymore. You’re enrolling buyers daily.

That means your back end needs to support the flow—not block it.

This tracker gives you:

✨ Clarity on who to follow up with (and when)
✨ Confidence on every call
✨ Organization when the sales pick up
✨ A smooth onboarding experience that makes people RAVE

Because when your systems are as clean as your Canva graphics? You stop leaking leads and start stacking sales.

 

Perfect For:

  • Coaches, consultants, and creators who sell through DMs, apps, or calls
  • Business owners who want a more pro, high-vibe onboarding experience
  • Anyone ready to organize their sales flow and scale their client intake without stress or spreadsheets

 

Ready to stop ghosting leads and start onboarding like the powerhouse CEO you are?

Grab the Booked, Banked & Onboarded Sales Tracker now and turn your sales flow into a system that actually sells.

 

$22.00 USD

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📄 LICENSE

Your purchase grants you the license to use this template on 1 (one) site, whether for yourself or a client. For additional sites or clients, you will need to purchase a separate license. These templates may not be shared or resold.

 

👉 RETURN POLICY

Due to the nature of this digital product, I do not accept returns or refunds. If you have any questions before or after your purchase, feel free to reach out to me.

Email: [email protected]