Call log
Instructions for use:
Prospective Client Calls: Fill in the details as you make calls to prospective clients. Include all relevant notes that may be necessary for future reference.
Upcoming Calls: Use this section to plan and track calls that are scheduled to take place. It's a handy reminder for who you need to call and when.
Calls Completed: After a call is completed, detail the outcome and any necessary follow-up actions. This helps ensure nothing gets missed and that all tasks are accounted for.
Prospective client calls
Use this table to log information about calls with potential clients.
Task Name
Company
Date contacted
Call purpose
Time contacted
Call duration
Call notes
[Enter Name]
[Enter Company]
[Enter Date]
[Enter Purpose]
[Enter Time]
[Enter Duration]
[Enter Notes]
Upcoming calls
This table is for calls that are scheduled to happen in the future.
Task Name
Company
Scheduled call time
Notes
[Enter Name]
[Enter Company]
[Enter Time]
[Enter Notes]