Free Simple Follow-Up Call Report Template
Simple Follow-Up Call Report
Date of Call: January 15, 2078
Time of Call: 10:00 AM
Caller: [Your Name], Sales Representative
Company: [Your Company Name]
Client: ABC Industries
Purpose of Call: Follow-up on product demo and contract negotiation
1. Call Summary
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Initial Contact: [Your Name] from [Your Company Name] called to follow up on the product demo provided on January 10, 2078. The client, ABC Industries, expressed interest in purchasing a bulk order of [Your Company Name] product.
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Outcome: The client confirmed their interest in proceeding with a purchase.
However, they raised concerns about delivery timelines and requested a revised proposal.
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Next Steps:
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Jane will send a revised proposal by January 20, 2078, addressing the client's concerns about delivery.
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Schedule another call for January 22, 2078, to discuss the proposal and finalize contract terms.
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2. Action Items
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[Your Name]:
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Send revised proposal to ABC Industries by January 20, 2078.
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Schedule a follow-up call for January 22, 2078.
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3. Comments/Notes
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The client is very satisfied with the product features but has logistical concerns.
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Potential for long-term partnership if delivery and pricing concerns are addressed.
