YOUR COMPANY NAME /
APPOINTMENT SETTERS LEAD SHEET
RESULT
OF CONTACT 1: Name
RESULT
OF CONTACT 2: Appointment
CONTACT 2 APPOINTMENT DATE: 00/00/0000 DAY: Tuesday TIME:
Brand
Name: 123 Fund
Company
Name: ABC Fund
Advisors
Address
1: 123 Main
Street
Address2:
City,
State, Zip:
Main
Phone: 617-555-1111
Main
Fax: 617-555-1112
URL: www.abcfundadvisors.com
Contact
1: Mr.
John Smith
Title: Director
of Marketing
Direct
Phone: 617-555-1134
Cell
Phone: 617-425-1259
Fax: 617-555-1114
Email
Address: john_smith@abcfunds.com
Address
1: 123 Main
Street
Address
2:
City,
State, Zip:
Comments:
00/00/0000
– Voice mail stating “I’ll be out all day today”. 00/00/0000 – John: “You’d
want to talk with Ken Jones. He takes care of all operations. We do have a
tight relationship with our current vendor and it will be pretty tough to crack
that shell.”
DATE: 00/00/0000
RESULT: Name
Contact
2: Mr. Ken
Jones
Title: Director
of Marketing
Direct
Phone: 617-555-1137
Cell
Phone: 617-425-1351
Fax: 617-555-1114
Email
Address: ken_jones@abcfunds.com
Address
1: 123 Main
Street
Address
2:
City,
State, Zip:
Comments:
00/00/0000
– Ken: “I want to be up front and honest with you; we have had the same company
for the past 2-1/2 years and it is a tight operation. They are a total
fulfillment service – they print, warehouse, and distribute everything. I am
willing to look at, and yes, even consider what your company may be able to do
for us. I am curious as to how you can save me money. No, our current vendor is
not on-site in our warehouse; they have their own facilities. I am booked up
for the next two weeks, as I am having minor surgery. I can do the 00th at
DATE: 00/00/0000
RESULT: Appointment