3 Tips to Measure Your Marketing Results

tape measure

I ask every client I work with…

“How do you keep track of your clients and your client prospects?”

The answers range from a notebook to a spreadsheet to customer relationship management (CRM) software.

If you don’t currently have a system, you are not alone.

More often than people like to admit, the response is “I don’t really have a good system.”

In the business coaching process, we start working immediately on developing a system for measuring results.

3 tips for creating a simple system to measure marketing results

  1. Keep two lists – one for clients and one for prospective clients (note how you got their name)
  2. Keep track of when (date and time) and how (phone, email, in person or social media) you contact each person
  3. Review your list on a schedule (weekly, monthly, quarterly and annually)

By reviewing this list on a regular basis, you will begin to see patterns that will help you with your marketing strategy.

An example of measuring results could look like this:

  • Passed out 50 marketing postcards at 3 networking events
  • Received 25 business cards from people who expressed interest
  • Called 15 people; left 12 messages and talked to 3 people
  • Sent 10 emails; followed up with 5 phone calls and 5 facebook private messages
  • Scheduled 2 client assessment appointments

Now you can see if the postcard special yielded results. You can make decisions on how you contacted people and what methods are most effective.

It is always important to know where your existing clients came from, who to continue to follow-up with and how you will spend your time getting new clients.

Bonus! 3 ways to keep your list

  1. If you use Gmail and want to try out a free CRM that integrates with your email, try Streak.com
  2. If you like spreadsheets, try Google Drive’s spreadsheet which you can access on any computer
  3. If you like good old-fashioned paper and pen, use a notebook or binder specifically for client info

Keep a list – seems so simple but I’m constantly surprised by how many times this step is skipped. Don’t over-complicate this. Pick a method that makes sense for you and start your list today!

How do you keep track of your clients and prospects so you can measure marketing results?

Photo :: Source
About Sherra Humphreys

Sherra's comprehensive background in business coaching, training and website design means you get real life business experience. Helping women succeed in small business is what she's passionate about.


  1. I hadn’t heard of Streak. I’m going to try it – Google really runs my life. I had checked out Zoho for CRM but it wasn’t integrated with Gmail & Google Contacts (at least at that time). Would love to have something that works well within Google. Thank you!

    • I forgot to mention that you need to use Chrome as your browser to use Streak which probably won’t be a problem since you said Google runs your life. Let me know what you think of it!