Customer Acquisition Log Form
How did the customer hear about us?
Google/Search Engine
Recommendation by colleague or friend
Social Media
Email
Blog or Publication
Trade Show
Other
If answered 'other'
Customer Information:
Name
First Name
Last Name
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Product or Service of Interest:
List the product/s they enquired about
Comments
Follow-Up Actions:
Sent Additional Information
Scheduled Demo
Follow-Up Call
Other
Conversion Status:
Prospect
Lead
In Negotiation
Converted
Not Proceeding
Sales Team Interaction:
Assigned Representative
First Name
Last Name
Discussion Summary
Customer Feedback
Feedback or Comments provided by the customer
Outcome
Successfully Converted
In Negotiation
Not Proceeding
Additional Notes
Submit
Should be Empty: