Client Contact Info

Checklist

University of Houston - Pearson Project

Interview Log
Subject

Professor

ART

Location

Interviewed

Fine Arts Building

Keliy Anderson-Staley
Cheryl Beckett

100
302D

Michael Charles

N/A

Jillian Conrad

100

Beckham Dossett

302D

Sibylle Hagmann

300

John Hanna
Rachel Hecker

324
404B

Stephan Hillerbrand

224B

David Jacobs

104C

Paul Kittelson

South Park Annex 101

Rex Koontz

100C

Jessica Locheed

100

Fiona McGettigan

302D

Abinadi Meza

312A

Delilah Montoya

204B

Katrina Moorhead

122B
Err:508

Communication

Comm Building
Laura Ashley

101

Deborah Bridges

137

Suzanne Buck

138

Ho joon Choi

101

Erica Ciszek

137

Craig Crowe

223

Julie Fix

146

Catherine Burch Graham

101

Martha Haun

147

William Hawes

212

Keith Houk

223

Garth Jowett

227

Jae Lee

143

Temple Northup

213

Arthur Santana

139

Randy Polk

223

English

Roy G. Cullen Building

Jason Berger

N/A

Robert Boswell

234B

Paul Butler

232D

Ann Christensen

235C

Sally Connolly

221D

Sarah Ehlers

N/A

Karen Fang

222D

Nicholas Flynn

233A

Page 1 of 5

Time

Notes

Subject

Professor
Mary Gray
Elizabeth Gregory
Jessica Lee

Location

Interviewed
205

Agnes Arnold Hall 624

N/A

James Pipkin

236B

Martha Serpas

222B

Jen Wingard

History

205

Agnes Arnold Hall

Robert Buzzanco

557

Matthew Clavin

524

Xiaoping Cong

562

Hannah Decker

524

Lawrence Curry

524

Steven Deyle

524

Frank Holt

536

Kelly Hopkins

524

Gerald Horne

1111?

Philip Howard

524

Susan Kellogg

524

Kairn Klieman

526

Psychology
James Campion

Heyne Building 129C

Candice Alfano

Health & Biomed Science 478

George Antunes

Hoffman Hall 396

Richard Armstrong
Julia Babcock
Tanya Bagashka
Paul Cirino

Agnes Arnold 613

Clin. Research Serv. 1017
Hoffman Hall 408
Health & Biomed Science 480

David Frances

Heyne Building 128C

Paul Massman

Heyne Building 229B

Marco Mariotto
Lisa Penney
Clayton Neighbors
Carla Sharp
Christiane Spitzmuller

Heyne Building 230

Heyne Building 129B
Heyne Building 126
Health & Biomed Science 476
Heyne Building 123B

Sociology
Amanda Baumle

Hoffman Hall 493

Jessica Brown

Hoffman Hall 483

Russell Curtis

Hoffman Hall 494

Anthony Dworkin

Hoffman Hall 491

Stella Grigorian

Hoffman Hall 473

Xavia Karner

Hoffman Hall 495

Sheila Katz

Bookstore

N/A

Samantha Kwan

Hoffman Hall 482

Shayne Lee

Hoffman Hall 471

Jon Lorence

Hoffman Hall 481

Maria Monserud

Hoffman Hall 450

7:45am-6:30pm

manager 510_1?

Page 2 of 5

Time

Notes

Sales Call Log

Checklist

University of Houston - Pearson Project

Client Contact Info

Client Name

Client Employer

Address

City, State ZIP

Primary Phone

Secondary Phone

Email

Radim Petratur

Litware, Inc.

100 Main St

Cherrytown, NH 123456

(541) 555-0135

(541) 555-0136

radim@litwareinc.com

Aaron Nicholls

Lucerne Publishing

567 Second Ave

Spaulding, NY 23456

(425) 555-0198

(425) 555-0199

aaron@lucernepublishing.com

Brian Welcker

Margie's Travel

987 Orange St

Mountain View, IL 34567

(888) 555-0125

(888) 555-0126

brian@margiestravel.com

Phyllis Harris

Northwind Traders

890 N 3rd Ave

Chatham, CA 45678

(541) 555-0175

(541) 555-0176

phyllis@northwindtraders.com

Jeff Smith

Proseware, Inc.

123 Major Dr

Shelbyville, MA 56789

(509) 555-0150

(509) 555-0151

jeff@proseware.com

Page 3 of 5

University of Houston - Pearson Project

Project Goals
Prior to call
Review client history
Review client employer history
Review priorities & sales strategy
Add item
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First time calling

Direct call to appropriate person
Clear introduction
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Sales information
Clear and compelling introduction for product/service
Cover all the basics
Mention web-presence (e.g. website, social networks)
Add item
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Page 4 of 5

Follow up information
Client contact info
Client personal info
Client preferences
Rescheduled contact?
Sale made?
Add item
Add item

Page 5 of 5