Lead Tracking Sheet
Calling Campaign — Lead Tracking Sheet
Campaign: B2B Outreach | Tool: Retell AI | Period: Oct 2025 – Feb 2026
Date
Company Name
Contact Name
Job Title
Phone
Duration
Lead Type
Status
Notes
Follow-Up
Action
15-Oct-25
TechSupply Ltd
James Carter
Procurement Mgr
-
2m 14s
Hot Lead
Brochure Sent
Interested in PPE bulk order
22-Oct-25
Email sent
15-Oct-25
SafeGuard UK
Emily Ross
Operations Dir
-
1m 45s
MQL
Callback Sched.
Asked for catalogue
20-Oct-25
Callback booked
16-Oct-25
MedEquip Supplies
David Hughes
Supply Chain Lead
-
3m 02s
Hot Lead
Meeting Booked
Ready to order Q4
21-Oct-25
Meeting confirmed
16-Oct-25
BuildSafe Pro
Sarah Mitchell
H&S Manager
-
1m 10s
Lead
Brochure Sent
Not urgent
30-Oct-25
Brochure emailed
17-Oct-25
Prime Logistics
Robert King
Fleet Manager
-
0m 58s
Lead
Follow-Up Needed
Will discuss with team
25-Oct-25
Follow-up sent
17-Oct-25
Atlas Industries
Karen White
Purchasing Officer
-
2m 30s
MQL
Callback Sched.
Wants pricing sheet
23-Oct-25
Pricing sent
18-Oct-25
NovaBuild Ltd
Michael Green
Site Manager
-
4m 05s
Hot Lead
Meeting Booked
500+ units potential
22-Oct-25
Meeting confirmed
18-Oct-25
Swift Supplies
Laura Brown
Admin Director
-
1m 22s
Lead
Brochure Sent
General questions
28-Oct-25
Brochure emailed
19-Oct-25
CoreTech Solutions
Daniel Harris
Operations Mgr
-
2m 48s
MQL
Callback Sched.
Comparing suppliers
24-Oct-25
Callback booked
19-Oct-25
SafeFirst Ltd
Amanda Clark
Safety Officer
-
1m 55s
Hot Lead
Brochure Sent
Urgent PPE needed
21-Oct-25
Priority email sent
Hot Leads: 4
MQLs: 3
Leads: 3
OTAL CALLS: 10
Prepared by: Zain Riaz | Virtual Assistant & CRM Specialist