NEW PROSPECT?

Use this form to collect information from prospects that contact the office by telephone or that walk-in.

You can use it while on the phone or complete it after a prospect meeting.

A completed copy of this form will be sent to your email and anyone you wish to copy when submitted.

Be certain to respond as requested by the prospect, and copy that response to the file as well.

NEW PROSPECT INTAKE - PHONE or WALK-IN

Prospect name

Prospect email

Prospect phone

Prospect interested in:

Date

Company Representative?

Representative email address?

Copy to

How to answer the phone

Reason for the call

Prospect name

Email address

Phone Number

How did the Prospect discover us?

Drove by an existing job site Referred by existing client Print media Television or Radio Other

The Prospect requested:

Company informational brochure Pricing information Sales contact Other

I fulfilled that request

Immediately Within 30 minutes The same day The next day

The Prospect is looking for:

Design work Remodel Spec Houise build Custom house Commercial build Other

Where is the Prospect in the building process?

Just beginning Has a lot/building site Has a sketch Has design drawings Has architectural drawings Ready to sign design contract

What is the Prospect's budget for this project?

Under $100,000 Under $250,000 Under $500,000 Under $750,000 Under $1,000,000 Other

In your own words, describe why the Prospect contacted our office:

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