Customer Acquisition Log Form

Lets the sales team log how each lead was acquired, the follow-up actions taken, and the final outcome of the conversion.

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How did the customer hear about us?

Referral Social Media Search Engine Advertisement Other

If answered "other"

Name

First Name

Last Name

Phone Number

List the product(s) they enquired about

Comments

Follow-Up Actions:

Phone Call Email Meeting Send Quote

Conversion Status:

Converted In Progress Lost

Assigned Representative

First Name

Last Name

Discussion Summary

Customer Feedback

Outcome

Sale Closed Follow-Up Needed No Interest

Additional Notes

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