Call Log Template

  • The objective of this template is to assist those that do not have a sophisticated CRM system.
  • The form will capture call conversations with prospects and clients to assist with following up and remembering the last conversation.
  • Improving accountability and consistency.
  • 100% customisable MS Excel document
  • Once off payment – no subscription.

$99.00

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Content

  • Client details
  • Contact details
  • Discussion notes
  • Action required
  • Deadlines

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