Free Sales Client Interaction Log Template
Sales Client Interaction Log
This log aims to provide a comprehensive and chronological account of key interactions with [Client Name], offering insights into the initiation, progress, and expected culmination of our business relationship. Through this log, we aim to maintain transparency, facilitate efficient communication, and strategically guide the path towards a successful deal.
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CLIENT INFORMATION |
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Client Name: |
Company Name: [Your Company Name] |
INTERACTION DETAILS
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No. |
Date |
Interaction Type |
Location |
Purpose |
Summary |
|
1 |
January 15, 2051 |
Initial Meeting |
Widgets Office |
Introduction and Needs Assessment |
Presentation of the company and services |
FOLLOW-UP
Follow-Up Action: Sent Revised Proposal
Next Interaction Date: March 25, 2051
Additional Notes: John mentioned he needs to get approval from the board of directors.
DEAL STATUS
Current Deal Status: Pending
Expected Close Date: April 10, 2051
ADDITIONAL INFORMATION
Competitor Information
-
[Competitor Name] also approached [Your Company Name] but their pricing was higher.
Budget Information
[Your Company Name]. has a budget range of $[100,000] to $[150,000] for this project.
Key Decision Makers
The key decision makers of [Client Name] are:
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John Richards (CEO)
Created by:
[signature]
[Your Name]
[Your Company Name]
