Prospecting table - Humanlinker

If you think a prospect board is not useful, this article is not for you. Sorry 😅

In the opposite case, you know that without a minimum of organization, it is difficult to know where you are: forgotten reminders, opportunities and a lot of wasted time.

With a well-constructed prospection board, everything becomes simpler. You know who to contact, when to act, and what priorities to address first. Efforts in the void are over! 

I give you the keys to organize your commercial actions and (finally) maximize your results.

Ready to make your days more efficient and sign more clients with a prospecting board (yes yes)? 

I show you how.

Understand the importance of a prospection board in a business strategy

A prospecting board is a bit like the GPS of your commercial strategy. Without him, it's difficult to know where to go, what to do and, above all, who to follow up with.

Definition 

A prospecting board is the central tool for organize your commercial follow-up. It brings together all the key information: names, contact details, status of each prospect, last interactions and next actions to plan. Whether it is on Excel, a CRM or even on paper (even if in 2025 we do not necessarily recommend it), it allows you to keep a clear and structured vision of your commercial progress.

Why use it?

Trusting your memory means taking risks. With a prospecting board, you get:

• A global view of prospects to track their position in the sales journey
• Better planned reminders that arrive at the right time
• A clear order of priority to focus your efforts on what really pays off

How a prospect board improves sales efficiency

At a glance, you know where you are. No more searching for information, everything is clear.

Result: less time wasted, more targeted follow-ups and prospects who move forward in your sales funnel.

Adopting a prospecting board means moving from a chaotic organization to a controlled strategy. Simple, practical and extremely effective to transform your efforts into concrete results.  

What are the advantages of a prospection board?

In everyday business, nothing is worse than bad organization. An effective prospecting board quickly becomes the key to maintaining control and moving forward calmly and the advantages are multiple.

Better decision making

Your data is in one place, making it easier to think about and follow up with prospects. You know the statuses, current actions and next steps. Each piece of information guides you toward faster, more accurate choices.

Simplified monitoring and analysis

It’s difficult to improve your performance without precise monitoring. Thanks to a well-structured table:

• Progress becomes visible in the blink of an eye
• Blocking points appear clearly
• The necessary adjustments are easily organized to remain efficient

Better collaboration within the team.

It’s also helpful when you share that prospect board as a team! Everyone knows where they stand and what the other collaborators have done:

• The tasks accomplished and those to come are clear
• Duplicates and omissions disappear
• Collective efforts focus where it really matters

Your commercial prospecting campaign is actually part of a Marketing strategy. Thanks to your prospecting strategy, your sales process will improve and increase your conversion rate. You will then need follow-up commercial prospecting, this is what we will see right away.

We have also written an article to help you set up a commercial prospecting plan.

‍

How can I track my prospects effectively using a prospecting board?

Between forgotten reminders and scattered notes, it's difficult to maintain a clear vision of your prospecting. 

Result ? 

Missed opportunities and an organization going into a tailspin.  This is where the prospecting table comes in: a simple tool to organize your actions and ensure flawless monitoring. 

Its main objective is to ensure effective prospecting follow-up, real-time monitoring and a clear view of your progress. 

An effective prospecting board offers:

• A precise overview of each contact and its status for better customer relations
• Well-planned follow-ups to stay on prospects’ radar
• Priorities identified to know where to focus your efforts.

You must see it as a personal assistant which centralizes all your information: the latest exchanges, the next steps and the objectives to be achieved, Everything is clear, everything is under control and therefore no more forgetting and no more lost opportunities.

With an up-to-date prospecting table, every action counts and every prospect becomes a controlled opportunity. 

They can have several forms:
‍

The digitalization of the prospecting table: a necessity in the digital age

Today it is difficult to imagine a commercial strategy in 2025 without digital tools. The notebook is good, but it has its limits. With the digitalization of the prospecting table, everything becomes simpler, faster and more efficient. Your business strategy is now scalable. 

What are the advantages?

Going digital means offering a real boost to your sales organization: 

• You have access to everything: your data is available everywhere, all the time
• Real-time updates to track progress and keep track
• A clear and structured vision thanks to interactive and intuitive tables
• Thanks to shared media, it is now possible to improve communication

In summary, having a prospecting table is your essential tool for optimizing prospecting. 

What tools to use?

For a long time, there was Excel, which is quite powerful when you know how to use it and set it up. 

Today, I would advise you to use a CRM (for example Hubspot, which you can link to Humanlinker!) in order to centralize and automate your actions. 
‍

‍

A digital board is a “game changer” for prospecting, which becomes more fluid and automated: planning of reminders, automatic reminders and even monitoring of statistics. 

You have everything at hand so you don't miss anything: less effort for more results.

Adopting a digital prospecting board means trading organizational hassles for maximum efficiency. The digital age doesn't wait, so why not you?

How to create a prospection board?

A sales prospecting board is like a detailed guide to navigating the world of prospects. If you design it well, it allows you to stay on track and achieve your business goals.

What elements should you include in a prospecting table?

Clear organization is essential for an effective board:

• Key information like name, contact details, company and status of each lead
• A column to plan the next steps: reminders, appointments, or sending emails
• Progress monitoring, to know if the prospect is waiting, engaged or ready to buy

Simplicity remains the watchword for quick and efficient reading.

A good board evolves with each interaction and here are some tips to keep it up to date:

• A quick update after each exchange so that nothing is forgotten
• Allow a few minutes a week to take stock of priorities.
• Keep an overview of the hottest prospects.

With this information and a good tracking template, you will have a clear and simple overview for each prospect.

How to integrate data from external sources (LinkedIn, events, etc.) into a prospecting table?

You will surely obtain data from several channels: LinkedIn, your events or trade shows, etc. 

The idea is to integrate this external data without getting lost. For example, you can choose a tool like Humanlinker For :

• Automate the import of linkedIn data: contacts, companies and interactions
• Easily add information collected during the event: business cards, email exchanges, and notes
• Centralize all of this in your table so you don't forget anything

A good tool makes all the difference!

Transform your prospecting board into an appointment machine

Your prospecting board should do more than just track your prospects. It can become a real engine for increasing your sales appointments. A well-optimized board helps you stay organized, prioritize your actions, and ultimately get more results.

A good table allows you to rank your prospects based on their level of engagement:

• The prospects you identify as the most responsive and qualified: try to follow up with them first
• On the other hand, those who are furthest away, send some interesting content. A dynamic board with automatic calls and notifications can transform a forgotten reminder into a concrete appointment.

The data in your table is very important to adapt your message: 

• Using notes on previous interaction allows you to personalize your content 
• Mentioning elements specific to each prospect, such as a problem or an expressed need, makes the message much more relevant.

With your board well managed, you'll be able to track every step of the prospect journey. You know exactly when to intervene to optimize your chances of conversions.

What tools to track prospects?

We have seen together that tracking prospects requires good CRM software. If you want to avoid forgetting errors or chaotic information management, a good prospecting tool is essential. 

So why not centralize all your actions in one place?

Here are the best tools for effective prospecting monitoring.

Humanlinker: a major ally for your prospecting

If you need a tool for your prospecting board, a data centralization tool, a tool to send your content...we can't do it! With é"Humanlinker, you have a complete tracking table to track your prospects in a fluid, organized and hassle-free manner.

With Humanlinker, you have :

• Simplified access to each prospect's information, including their past interactions.
• Features to automate your reminders so you never miss an appointment
• The ability to ultra-personalize your messages and send them directly from the tool, thus gaining efficiency.

One of the biggest advantages of a tool like Humanlinker is the centralization of everything related to prospecting. No need to juggle between multiple applications, everything is in one place, ready to be viewed and updated. This time saving allows you to concentrate your efforts on what is essential: transforming your prospects into customers.

In summary, prospecting software like Humanlinker simplifies your prospecting while offering you optimal and automated follow-up, for more appointments and conversions.
‍

‍

A prospecting board, manual or digital, will be your asset for structuring and boosting your commercial approach. By allowing you to follow your prospects, prioritize follow-ups and optimize your actions, it becomes an essential ally in transforming your prospects into customers.

The digitalization of this table brings an even more powerful dimension, with tools like Humanlinker which centralize all your information and automate a large part of the process. This not only allows you to save time, but also to remain more responsive and relevant in your discussions.

So...all that's left to do! 

To test Humanlinker features for free, click here 👇

‍