Docstoc

Prospecting Sheet

Document Sample
Prospecting Sheet Powered By Docstoc
					This Prospecting Sheet can be used by a company to organize and track its interactions
with different customers. The sheet contains information regarding past customer
interactions. This information includes the date of the interaction, the method of contact,
the details of the interaction, and whether there was a follow up. In addition, the sheet
sets forth different prices that were quoted to the customer including the effective and
ending date of the price. This document should be used by small businesses or other
entities that want to keep track of their customer interactions.
                                              Prospecting Sheet

Customer Information

First Name:                                                          Last Name:
                                                                                                Suite/
Company:                                             Address:                                    Apt:

City:                                                    State:                    Zip Code:

Phone:                                                E-mail:

Contact                                                         Title of contact
Person:                                                                  person:
     Company /                     Owner/CEO/COO                                         CB (Company Buyer)
     Household
       status:                     ELDM (Executive Level Decision Maker)                 GK (Gate Keeper)
   (please  one)                  MLDM (Management Level Decision Maker)                MI (Major Influencer)

Past Interactions

                Contact Via                                                           Was there
  Date                                                     Details                                    By whom?
              Phone       E-mail                                                      follow up?




© Copyright 2010 Docstoc Inc. registered document proprietary, copy not                               2
                                              Prospecting Sheet



Prices

                                               Inventory                Pricing       Pricing End     Price
            Description
                                                Number               Effective Date       Date      quoted by




Plan of Execution

    Date          Give a description of what happened; and why the                      Target        Date
   Entered        action for the entry dated on the date entered was                  completion    completed
                  executed.                                                              date
                  Whenever possible, respond to “who”, “what”, “when”,
                  “where”, and “why” in your documentation.




© Copyright 2010 Docstoc Inc. registered document proprietary, copy not                             3
                                              Prospecting Sheet




© Copyright 2010 Docstoc Inc. registered document proprietary, copy not   4
                                              Prospecting Sheet

Plan of Execution

    Date          Give a description of what happened; and why the          Target       Date
   Entered        action for the entry dated on the date entered was      completion   completed
                  executed.                                                  date
                  Whenever possible, respond to “who”, “what”, “when”,
                  “where”
				
DOCUMENT INFO
Description: This Prospecting Sheet can be used by a company to organize and track its interactions with different customers. The sheet contains information regarding past customer interactions. This information includes the date of the interaction, the method of contact, the details of the interaction, and whether there was a follow up. In addition, the sheet sets forth different prices that were quoted to the customer including the effective and ending date of the price. This document should be used by small businesses or other entities that want to keep track of their customer interactions.
This document is also part of a package Customer Relationship Management Starter Kit 5 Documents Included