Quick Call REport

This is the reporting form for quick calls. Please complete all relevant fields.

  • Date Format: MM slash DD slash YYYY
  • Please be sure this is the same email address that the prospect has listed in Infusionsoft.
  • About The Business

  • Please describe the discussion of their current business state.
  • Business Goals

  • What are the business goals for revenue?
  • Describe the prospect's goals for future business growth, expansion, development, etc...
  • Results of Call

  • Summarize your take on the prospect as being qualified for a VIP Day or as a Business Transformation prospect. Provide your feedback on the conversation as a whole.