Prospect Tracking Sheet

PROSPECT   T RACKING   S HEET

NAME

Type

Preferred

Key   I nformation

Contact   I nfo:

description,   r elationship,   c haracteristics,   k ey   d ates   ( birthdays,   a nniversaries,   e tc),   f amily   n ames,   w ork   p lace   a nd   a ny   o ther   i nformation   t hat   w ill  

  P hone

help   y ou   b uild   r apport   o ver   t ime.

  E mail

  A ddress   1

  A ddress   2

  C ity,   S T   Z ip

Date

What   h appened?

How   d id   y ou   l eave   i t?

What's   n ext?

When?

Follow   U p   # 1

Follow   U p   # 2

Follow   U p   # 3

Follow   U p   # 4

Follow   U p   # 5

LegalShield   C onfidential

(C)   M ay   2 013

Prospect   T racking   S heet   ( 6).pdf