A Working Approach to Leadsheet Setup for a Two-person Sales Team

There’s no single right way to handle LeadSheet setup for a two-person sales team, but there is a default that works for most setups. Start there.

  • Where leadsheet usually breaks first in a live account.
  • What to check before assuming the tracking tool is at fault.
  • The minimum setup that holds up once traffic or campaigns scale.

This is part of what we handle under LeadSheet at FunnelSheet. If this sounds like your setup, get in touch.

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