Prospect Follow Up Planner
Quick Simple Leads Resource Center

1. Business name and website
Record the source and the date you checked it.

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2. Why might this business be a fit?
Be specific about relevance, location, and the problem you solve.

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3. What have you verified?
Current services, location, and relevant business details.

Notes:
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4. What questions remain?
Needs, timing, or details to confirm directly.

Notes:
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5. Appropriate contact approach
Record the channel and why it is suitable. Respect requests not to be contacted.

Notes:
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6. Last conversation or research update
Date, what happened, and any response.

Notes:
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7. Next step and date
Set one clear action; avoid repeated introductions.

Notes:
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8. Outcome and lessons
What did you learn? Should the prospect remain on your list?

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