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Sales Information Capture
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Date of Meeting
*
Company Name
*
Contact Name
*
Title
Email Address
Telephone
*
Additional Contact Name
Additional Contact Title
Additional Contact Email
Additional Telephone
Materials Provided
Sales Brochure
Other Sales Info
Contract
Quoted Rate
*
Additional Considerations
How would you rate this meeting?
Positive
Neutral
Negative
Did you create a Follow Up Meeting?
Yes
No
If you answered Yes above, what is the date and type of follow up meeting planned?
What is the likelihood of closing this job?
Selected Value:
50
Networker or Referral Agent (if any)
Sales Lead
Fran DiBacco
Bill Bradley
Tara Shinn
Al Del Fra
Janet Rizzo
Jonathan Addeo
Please list all other attendees below
Additional Notes, Comments, and Observations
Name
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