Recently Contacted List

Prepared by: [Your Name]

I. Introduction

This Recently Contacted List template by [Your Company Name] is designed to streamline communication records and enhance follow-up efficiency across various interactions. This structured format ensures comprehensive documentation of recent contacts, aiding in organizational communication strategies.

II. Recently Contacted List

No.	Name	Contact Date	Purpose of Contact	Follow-up Date
1	Freddie Manning	06/25/2050	Project Collaboration	07/05/2050
2	Sue Farmer	06/26/2050	Sales Inquiry	07/06/2050
3	Chester Bowen	06/27/2050	Technical Support	07/07/2050
4	Morris Ballard	06/28/2050	Partnership Proposal	07/08/2050
5	Phyllis King	06/29/2050	Marketing Campaign	07/09/2050
6	Peggy Franklin	06/30/2050	Customer Feedback	07/10/2050
7	Bob Barton	07/01/2050	Product Development	07/11/2050
8	April Dawson	07/02/2050	Contract Negotiation	07/12/2050
9	Gerard Allen	07/03/2050	Financial Consultation	07/13/2050

III. Detailed Information

1. Freddie Manning

   • Contact Date: 06/25/2050

   • Purpose of Contact: Discussed potential collaboration on a new project focusing on sustainable energy solutions.

   • Follow-up Date: 07/05/2050

   • Notes: Scheduled a follow-up meeting to review the project proposal and finalize the collaboration terms.

2. Sue Farmer

   • Contact Date: 06/26/2050

   • Purpose of Contact: Received an inquiry about our latest sales promotion for eco-friendly products.

   • Follow-up Date: 07/06/2050

   • Notes: Provided detailed information on the promotion and scheduled a call to discuss further.

3. Chester Bowen

   • Contact Date: 06/27/2050

   • Purpose of Contact: Provided technical support for a software issue.

   • Follow-up Date: 07/07/2050

   • Notes: Resolved the issue and scheduled a follow-up to ensure the solution is effective.

4. Morris Ballard

   • Contact Date: 06/28/2050

   • Purpose of Contact: Proposed a partnership for a joint marketing campaign.

   • Follow-up Date: 07/08/2050

   • Notes: Awaiting a response to the proposal and scheduled a call to discuss the partnership details.

5. Phyllis King

   • Contact Date: 06/29/2050

   • Purpose of Contact: Discussed strategies for an upcoming marketing campaign.

   • Follow-up Date: 07/09/2050

   • Notes: Scheduled a brainstorming session to finalize the campaign plan.

6. Peggy Franklin

   • Contact Date: 06/30/2050

   • Purpose of Contact: Gathered customer feedback on our new product line.

   • Follow-up Date: 07/10/2050

   • Notes: Analyzed feedback and scheduled a meeting to discuss potential product improvements.

7. Bob Barton

   • Contact Date: 07/01/2050

   • Purpose of Contact: Collaborated on new product development ideas.

   • Follow-up Date: 07/11/2050

   • Notes: Scheduled a workshop to develop a prototype based on initial ideas.

8. April Dawson

   • Contact Date: 07/02/2050

   • Purpose of Contact: Negotiated contract terms for a new service agreement.

   • Follow-up Date: 07/12/2050

   • Notes: Drafted contract terms and scheduled a final review meeting.

9. Gerard Allen

   • Contact Date: 07/03/2050

   • Purpose of Contact: Consulted on financial planning for the upcoming fiscal year.

   • Follow-up Date: 07/13/2050

   • Notes: Reviewed financial strategies and scheduled a session to finalize the budget.

IV. Conclusion

In conclusion, maintaining a well-organized Recently Contacted List is essential for fostering productive relationships and ensuring timely follow-ups. By leveraging this structured approach, [Your Company Name] can enhance communication efficiency and achieve greater collaboration across various initiatives.

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