Copyright Envision Corporation. 2002. All rights reserved.

Protected by the copyright laws of the United States & Canada and by international treaties. IT IS
ILLEGAL AND STRICTLY PROHIBITED TO DISTRIBUTE, PUBLISH, OFFER FOR SALE, LICENSE OR SUBLICENSE, GIVE OR DISCLOSE TO ANY OTHER
PARTY, THIS PRODUCT IN HARD COPY OR DIGITAL FORM. ALL OFFENDERS WILL BE SUED IN A COURT OF LAW.

TELEMARKETING REPORT

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Report No.
Company Name
Contact Name
Telephone
Industry

Date
Title
E-mail
Web site

When called:
Length of call:
First Objections:
Does not have time
Satisfied with current vendor
No budget
Product/service too expensive
No need for product/service
Doesnt like our company
Other:

Call result:

Not interested
Call back in :
weeks
Requested more information
Scheduled follow-up meeting for Sales Rep
Recommended we call someone else/ Follow up with:
Contact Name:

Not interested
No time to meet
No need for new vendor
No budget this year
Product/service too expensive
No need for product/service
Doesnt like our company
Other:

Follow-up required:

Send more information

Date completed:
Add to [NAME]s calendar
Date completed:
Call alternate contact
Date completed:
Other:

 Copyright Envision Corporation. 2002. All rights reserved. Protected by the copyright laws of the United States & Canada and by international treaties. IT IS
ILLEGAL AND STRICTLY PROHIBITED TO DISTRIBUTE, PUBLISH, OFFER FOR SALE, LICENSE OR SUBLICENSE, GIVE OR DISCLOSE TO ANY OTHER
PARTY, THIS PRODUCT IN HARD COPY OR DIGITAL FORM. ALL OFFENDERS WILL BE SUED IN A COURT OF LAW.

DAILY CALL REPORT

Agent Name
Date of Report
Product/service offered by phone

Number of calls by Agent

Calls attempted
Customers contacted
Requested more information
Scheduled follow-up meeting
Recommended alternate
Not interested

Reason not interested

No time to meet
No need for new vendor
No budget this year
Product/service too expensive
No need for product/service
Does not like our company
Other:

TOTAL