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  • Lead Sharing & Client Visit Form

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    arivu
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    This document is a lead sharing and client visit form used to track marketing leads. It collects contact information for potential clients including their name, mobile number, email, business details, and the services they expressed interest in. It also records the appointment details, feedback from telecallers, and notes from client visits to help evaluate leads and monitor sales performance.

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    Original Title

    Lead Sharing Sheet

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    This document is a lead sharing and client visit form used to track marketing leads. It collects contact information for potential clients including their name, mobile number, email, business details, and the services they expressed interest in. It also records the appointment details, feedback from telecallers, and notes from client visits to help evaluate leads and monitor sales performance.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    11 views2 pages

    Lead Sharing & Client Visit Form

    Uploaded by

    arivu
    This document is a lead sharing and client visit form used to track marketing leads. It collects contact information for potential clients including their name, mobile number, email, business details, and the services they expressed interest in. It also records the appointment details, feedback from telecallers, and notes from client visits to help evaluate leads and monitor sales performance.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 2

    LEAD SHARING & CLIENT VISIT FORM

    Request No _______________________ Date : ________________

    Source Of Enquiry: Telecalling Direct Lead B2C Campaign


    TV
    Walkin Radio
    Others
    CLIENT DETAILS

    Name of the client :

    Mobile no: Email ID:

    Business Name : Business Type:

    Address :

    Appointment Date & Time:

    Telecaller Feedback

    SERVICE DETAILS
    Source of Enquiry :

    Package Enquired :

    Enquiry Type : Web designing Web Development E-Commerce

    ERP/Mobile App SEO E-Profile Media Promotion

    Lead Transfer to

    Visited Date & Time

    Feed back :

    Status Awarded Not Interested Follow Up

    Telecaller TC Incharge BDE BDM Operation Manager


    Notes :
    Sr.# Date Minutes Discussed

    Performance Rating:
    1. Telecaller: ①②③④⑤ =
    2. M.Executive: ①②③④⑤ =

    Client Signature
    MODE OF TRANSPORT (Marketing Executive)

    BUS Ticket

    BIKE /CAB Start Km's End Km's

    Start Km's End Km's

    Total Km's

    Marketing executive BDM Opration Manager

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