Prospecting Sheet

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?









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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.









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Prospecting Sheet









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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”