Sales Prospect Tracking Whiteboard Kits | Magnatag
Over 2300 Job-Specific and All-Purpose Magnetic Whiteboard Kits
Made in USAMade in USA

Sales Prospect Tracker® Magnetic Dry-Erase Whiteboard Systems

See each salesperson's step by step prospect-conversion progress in time to offer any management closing help needed. 5 Sizes: 4 to 16 salespeople, each tracking up to 15 prospects through 8 to 14 conversion steps.

With this board you can see, target, evaluate the status, predict and monitor the details of your sales team's daily step-by-step prospect development activity. It shows the status of each relationship in time to give management encouragement or corrective action. The one-on-one personal nature of this sales activity is often kept hidden from sales management to conceal failure and spotlight success.

2-sided FlipOver® magnet symbol colors show the status in each relationship development step: Yellow = To-do, Green = Completed, Red = Problem plus 3 extra colors for special codes. Display them through 8 to 14 steps to fit your organization's prospect-conversion process, from initial targeting through relationship maintenance. Each board comes with all the magnets and supplies you need to operate it.

The magnet colors visually show where we are slowing down with any given prospect and where the snags are so management can respond and help. When we do not convert a prospect into a regular customer, we now know just where the process went wrong and it identifies what prospects are more likely to be successful. It also gives our sales manager a tool to easily pull the sales process instead of the more traditional and arduous ‘push’ type system.    In summary, we are seeing each sales person's prospect-cusomer-development story as it happens.

CEO — Hose Assembly Manufacturer
Rochester, NY

If you would like some help from one of our experienced design specialists, please contact us or call us at 800 624 4154 or email us at sales@magnatag.com
At NO extra cost, Using our Design-it Editing tool, you can personalize titles and headers on your board. To access the tool look for the symbol before adding the item to your cart
Product code: PSPT

Price Chart - Order Here

Capacities, sizes and options

FAQs

Frequently asked questions about this product
What is included with my magnetic whiteboard?
Each whiteboard system offers one or more kit options tailored specifically for that system. Each includes the same high quality, magnetic dry-erase whiteboard. To view and compare the contents of each kit option, select the board item(s) in the Price Chart above and click the “What’s Included” tab.
What options are available for my magnetic whiteboard?
For a list of available board options, including: factory installed board trays, frame color choices, stands and other options, select the board item in the price chart above and scroll to the “Features & Options” tab.
How do I hang my new board?
Your BoldLyne® framed Magnatag® board comes with two hanging options: Patented Safety Hooks and FrameKlamp SlideChannel wall hangers. You can view an installation video of the two options or download the instructions for either by clicking these links: Safety Hook Installation or FrameKlamp Installation. Fastener hardware is not included. Please make sure the fasteners you use are appropriate for your wall.
What are the exact dimensions and weights of the boards?
For exact dimensions, add 1-1/2" to the listed board height and width. For more details about our whiteboards and for board weights, click here.
What kind of pens should I use on my board?
For best results use the Magnatag® PandaBoard® dry-erase markers provided with your board.
How do I clean my board?
For best results use the Magnatag® PandaBoard® Brand Cleaner and Conditioner with the large lint-free board wipes provided with your board. Also see care and cleaning information here.