Contact Follow-Up Form Sample
Contact follow-up forms are used to record key information about individuals contacted based on the initial encounter with the individual; the info recorded on the contacts form will facilitate future follow-up contacts.
The main idea behind using a contacts follow-up form -- starting from the initial contact with a customer or prospect -- is to use it as the basic tool to begin “relationship building” with that individual.
Contact follow-up forms are useful information gathering and follow-up tools for any type of business or organization that is interested in maintaining a continuing relationship with a customer or prospect. Essentially, they can act as the initial data gathering tool for building a “contacts database”.
The contact follow-up form sample below was set up in MS-Word and was created for a real-life situation. It contains all of the key elements that are normally included when developing a contacts follow-up form for an organization.
The above business form sample was copied directly from a Bonus Book that is included with my business writing style guide Instant Business Letter Kit. That Kit contains more than 200 pages of business letter writing tips, techniques and information, including more than 125 real-life fully-formatted business letter templates that you can instantly download into your word processing program and work with as you please.
The Forms and Templates Bonus Book is included with the Business Letter Kit and can also be downloaded straight into your word processing program for easy revision and customization.