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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