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Sales Lead Follow-up Planner Excel Tem
Company's Name:
Company's Address:
Sales Personnel's Name:
Sales Personnel's Designation:
Client's Information

Sr. No. Client

1 Sony Electronics
2 Samsung Electronics
3 Apple Electronics
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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Follow-up Planner Excel Template
ABC Co. Ltd.
20, Lane # 3, Sachin G.I.D.C., Surat
Mr. Mahesh Joshi
Sales Executive
Client's Information

Interested in
Client Address Client's Number
Product(s)

ABC Street 1234567890 Phones

DEF Street 1112131415 AC
GHI Street 1617181920 Phones
Anticipated Key Contact Subordinate's
Designation Contact Number
Volume Person Name

500 Mr. A Purchase Manager 1234567890 Mr. D

200 Mr. B Owner 1112131415 Mr. E
150 Mr. C Purchase Manager 1617181920 Mr. F
 Contact Current Remarks (If
Designation Meeting Date
Number Status any)

Manager 1234567890 Approach - 12/14/2019

Partner 1112131415 Approach - 12/14/2019
Manager 1617181920 Approach - 12/18/2019
 Meeting - 1

Meeting Client's Proposed

Agenda of Meeting Outcome
Time Queries Solution

1:00 PM Product Sampling - - -

5:00 PM Product Sampling - - -
11:00 AM Product Sampling - - -
 Mee

Discussion Key Meeting Meeting Agenda of

Final Outcome
Points Date Time Meeting

Products Sampling 12/22/2019 11:00 AM Ordering

Products Sampling 12/20/2019 3:00 PM 61
Products 0 12/21/2019 12:00 PM 98
 Meeting - 2

Proposed Discussion Key

Outcome Client's Queries Final Outcome
Solution Points

2 products - - Price Order #1

62 - - Price Order #1
99 - - Price Order #1
 Meeting - 3

Meeting Meeting Agenda of Client's Proposed

Outcome
Date Time Meeting Queries Solution

12/23/2019 11:00 AM Order Order #2 - -

12/24/2019 3:00 PM Order Order #2 - -
12/23/2019 12:00 PM Order Order #2 - -
Discussion Final
Key Points Outcome

- 2 Orders
- 2 Orders
- 2 Orders
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Client-Wise Follow-up Report Generator
Sr. No. 1
Company's Name ABC Co. Ltd.
Company's Address 20, Lane # 3, Sachin G.I.D.C.,
EnterSurat
Sr. No. for
which the data needs
Sales Personnel's Name Mr. Mahesh Joshito be fetched here.
Sales Personnel's Designation Sales Executive
Particualrs Details
Name of Company Sony Electronics
Address of Company ABC Street
Company's Phone Number 1234567890
Interested in Product(s) Phones
Anticipated Volume of Business 500
Key Contact Person's Name Mr. A
Key Contact Person's Designation Purchase Manager
Key Contact Person's Number 1234567890
Subordinate's Name Mr. D
Subordinate's Designation Manager
Subordinate's Number 1234567890
Current Stage of Deal Approach
Remarks (If any) -
Meeting - 1
Scheduled Meeting Date 12/14/2019
Scheduled Meeting Time 1:00 PM
Agenda of Meeting Product Sampling
Anticipated Outcome -
Client's Concerns / Queries -
Proposed Solution -
Other Key Points To Be Discussed Products
Final Outcome / Proposed Next Action Sampling
Meeting - 2
Scheduled Meeting Date 43821
Scheduled Meeting Time 0.458333333333333
Agenda of Meeting Ordering
Anticipated Outcome 2 products
Client's Concerns / Queries -
Proposed Solution -
Other Key Points To Be Discussed Price
Final Outcome / Proposed Next Action Order #1
Meeting - 3
Scheduled Meeting Date 23/12/2019
Scheduled Meeting Time 11:00 AM
Agenda of Meeting Order
Anticipated Outcome Order #2
 Client's Concerns / Queries -
Proposed Solution -
Other Key Points To Be Discussed -
Final Outcome / Proposed Next Action 2 Orders
 1
ABC Co. Ltd.
20, Lane # 3, Sachin G.I.D.C.,
EnterSurat
Sr. No. for
which the data needs
Mr. Mahesh Joshito be fetched here.
Sales Executive
Details
Sony Electronics
ABC Street
1234567890
Phones
500
Mr. A
Purchase Manager
1234567890
Mr. D
Manager
1234567890
Approach
-
Meeting - 1
12/14/2019
1:00 PM
Product Sampling
-
-
-
Products
Sampling
Meeting - 2
43821
0.458333333333333
Ordering
2 products
-
-
Price
Order #1
Meeting - 3
23/12/2019
11:00 AM
Order
Order #2
 -
-
-
2 Orders
 www.ExcelDataPro.com
Sales Lead Follow Up Planner
Company's Name ABC Co. Ltd.
Company's Address 20, Lane # 3, Sachin G.I.D.C., Surat
Sales Personnel's Name Mr. Mahesh Joshi
Sales Personnel's Designation Sales Executive
Particualrs Details
Name of Company Sony Electronics
Address of Company ABC Street
Company's Phone Number 1234567890
Interested in Product(s) Phones
Anticipated Volume of Business 500
Key Contact Person's Name Mr. A
Key Contact Person's Designation Purchase Manager
Key Contact Person's Number 1234567890
Subordinate's Name Mr. D
Subordinate's Designation Manager
Subordinate's Number 1234567890
Current Stage of Deal Approach
Remarks (If any) -
Meeting - 1
Scheduled Meeting Date 14/12/2019
Scheduled Meeting Time 1:00 PM
Agenda of Meeting Product Sampling
Anticipated Outcome -
Client's Concerns / Queries -
Proposed Solution -
Other Key Points To Be Discussed Products
Final Outcome / Proposed Next Action Sampling
Meeting - 2
Scheduled Meeting Date 22/12/2019
Scheduled Meeting Time 11:00 AM
Agenda of Meeting Ordering
Anticipated Outcome 2 products
Client's Concerns / Queries -
Proposed Solution -
Other Key Points To Be Discussed Price
Final Outcome / Proposed Next Action Order #1
Meeting - 3
Scheduled Meeting Date 23/12/2019
Scheduled Meeting Time 11:00 AM
Agenda of Meeting Order
Anticipated Outcome Order #2
Client's Concerns / Queries -
Proposed Solution -
 Other Key Points To Be Discussed -
Final Outcome / Proposed Next Action 2 Orders
 ABC Co. Ltd.
20, Lane # 3, Sachin G.I.D.C., Surat
Mr. Mahesh Joshi
Sales Executive
Details
Sony Electronics
ABC Street
1234567890
Phones
500
Mr. A
Purchase Manager
1234567890
Mr. D
Manager
1234567890
Approach
-
Meeting - 1
14/12/2019
1:00 PM
Product Sampling
-
-
-
Products
Sampling
Meeting - 2
22/12/2019
11:00 AM
Ordering
2 products
-
-
Price
Order #1
Meeting - 3
23/12/2019
11:00 AM
Order
Order #2
-
-
 -
2 Orders
 www.ExcelDataPro.com
Sales Lead Follow Up Planner
Company's Name
Company's Address
Sales Personnel's Name
Sales Personnel's Designation
Particualrs Details
Name of Company
Address of Company
Company's Phone Number
Interested in Product(s)
Anticipated Volume of Business
Key Contact Person's Name
Key Contact Person's Designation
Key Contact Person's Number
Subordinate's Name
Subordinate's Designation
Subordinate's Number
Current Stage of Deal
Remarks (If any)
Meeting - 1
Scheduled Meeting Date
Scheduled Meeting Time
Agenda of Meeting
Anticipated Outcome
Client's Concerns / Queries
Proposed Solution
Other Key Points To Be Discussed
Final Outcome / Proposed Next Action
Meeting - 2
Scheduled Meeting Date
Scheduled Meeting Time
Agenda of Meeting
Anticipated Outcome
Client's Concerns / Queries
Proposed Solution
Other Key Points To Be Discussed
Final Outcome / Proposed Next Action
 Meeting - 3
Scheduled Meeting Date
Scheduled Meeting Time
Agenda of Meeting
Anticipated Outcome
Client's Concerns / Queries
Proposed Solution
Other Key Points To Be Discussed
Final Outcome / Proposed Next Action