WHAT: This is designed to be updated monthly, so we can clearly see which lead sources are performing best, rather than guessing or relying on assumptions. That way, future marketing efforts (and investments) can be focused where they’ll have the most impact.
WHY: To accurately track where leads are coming from and which ones are converting into sales, so Sandy can focus on the most effective marketing channels.
As of now, we’re only tracking ISCA and DMM sales. If we decide to track additional products later, we’ll add new columns.
Dropbox location: 2022 Virtual Assistant Team > SALES > Sales - All Lead Sources'
Spreadsheet name: Sales - All Lead Sources-spreadsheet_2017-2025
Monthly updates
Go to the correct tab (e.g. “2024”) and scroll to the current month.
Each month should have one column for ISCA and one for DMM.
Source 1: JotForm
Log in to JotForm
Open the forms for ISCA and DMM that answers "I found out about the ISCA because..." in ISCA or "How did you FIRST hear about Sandy..." in DMM
ISCA: ISCA New Coach Questionnaire 2025 (for newer responses) or ISCA New Coach Questionnaire 17-24 (for older responses)
DMM: DMM Welcome!
Review the entries for the month you’re updating
Source 2: Infusionsoft
Check purchase records for ISCA and DMM
Follow here for full steps: Check if Customer used Affiliate link
If there’s a sale but no lead source info in JotForm, check if it came through an affiliate (via Infusionsoft)
These are the only options we’re tracking for now:
HTBWWF – They said they read Sandy’s book (even if referred by someone else)
WWW Podcast – They listened to Sandy’s own podcast
Podcast Guest – Heard Sandy as a guest on someone else’s podcast
(e.g. if it was Belinda’s, also count it under Belinda AF)
Google Search – They searched and found Sandy
FB Ads – They clicked on a Facebook ad
Denise DT – Denise recommended Sandy or the book
Belinda AF – Affiliate sales via Belinda
Life Coach Mag AF – Affiliate sales via Life Coach Magazine (LCM)
Other Affiliate – All other affiliates
Referral – A friend or someone personally told them about Sandy
Other – Anything not covered above or left blank
Note: If a lead mentions multiple sources, count them in every category they mentioned.
If someone came through an affiliate but didn’t buy ISCA and bought DMM instead, they still count as an affiliate lead (even though there’s no affiliate payout for DMM).
For each sale, note all lead sources mentioned
(e.g. if they heard Sandy on a podcast and Googled her, count them in both)
The spreadsheet totals the number of sales from each lead source for ISCA and DMM
You're not entering raw leads, only confirmed sales
If the source is:
Belinda → mark under “Belinda”
Life Coach Mag → mark under “Life Coach Mag”
Any other affiliate → mark under “Other Affiliate”
For example, if they read the book but came via Belinda, count them under both HTBWWF and Belinda
If you’re not sure which category someone falls into, ask Sandy directly so we can keep it accurate
In the appropriate ISCA or DMM column for the month, enter the total number of sales per source
Don’t include raw leads or non-buyers
TOTAL SALES is the sum of all lead sources per product for the month
TOTAL AFFILIATE SALES is the sum of Belinda AF, Life Coach Mag AF, and Other Affiliate
At the top of the sheet, write:
Updated on: [Date] by [Your Name]
Double-check:
Totals are correct
No lead sources are duplicated
Categories are used consistently
If unsure where a sale came from, ask Sandy directly. Don’t guess or assume lead sources
If a new lead source appears, check with Sandy before adding it