Your free prospect template

Get a sample prospecting form (sent free of charge to your inbox).

Keep all the information you need on your prospects (your future customers!).

  • Make a note of the information you find when preparing your appointments,
  • Complete the rest of the form during your visits,
  • Track the history of your customer exchanges.

In this template :

  • Essential information fields,
  • Room for customer needs analysis,
  • Exchange tracking table,
  • A printable PDF version (color or black & white).

Want to go further? Discover the tools of our prospecting follow-up application.
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