Sales Follow-up Sheet

					Sales Sheet
COMPANY DETAILS                                                                    QUALITY
Company
                                                           HOT            GOOD         FAIR            POOR
Address                                                            (ESTIMATED SALES VOLUME)

City, State, Zip
                                                                        PRODUCT USAGE NOTES
Phone


CONTACT INFORMATION [ ] Phone [ ] Email [ ] In person
Person Contacted:


Title


Phone                        Email


Final decision-maker is:


Title


Impressions




Associate                                                                            NEXT
                                                        Date received                                    Follow-up date


                                                        Follow-up action:
                                                                  o     Call for an appointment
NOTES                                                             o     Scheduled appointment below
                                                                  o     Drop by
                                                                  o     Create a proposal on the items below
                                                                  o     Follow-up on the quick quote


                                                        Scheduled appointment:

                                                                                    NOTES
				
DOCUMENT INFO
Description: This basic template should be used by sales representatives to keep track of sales leads. The sales representative should list the contact information of the lead, the quality of the lead (hot, good, fair, or poor), estimated sales volume, product usage notes, and various notes regarding follow-up steps and follow-up contact that should be undertaken. Companies seeking a standardized form to help sales representatives stay organized and accurately track sales leads can use this simple form.