Contact follow-up forms are used to record key information about individuals contacted based on the initial encounter with the individual; the info recorded on the contacts form will facilitate future follow-up contacts.
The main idea behind using a contacts follow-up form — starting from the initial contact with a customer or prospect — is to use it as the basic tool to begin “relationship building” with that individual.
Contact follow-up forms are useful information gathering and follow-up tools for any type of business or organization that is interested in maintaining a continuing relationship with a customer or prospect. Essentially, they can act as the initial data gathering tool for building a “contacts database”.
The contact follow-up form sample below was set up in MS-Word and was created for a real-life situation. It contains all of the key elements that are normally included when developing a contacts follow-up form for an organization.
Contact Follow-Up Form – Sample