Get Prospect Tracking Sheet - Flshield

The Prospect Tracking Sheet - FLShield is a vital tool for managing your interactions with potential clients. This guide will walk you through each section of the form, ensuring you can complete it with confidence and clarity.

Follow the steps to effectively complete the form.

1. Press the ‘Get Form’ button to access the form and open it in your preferred online editor.
2. Begin by entering the name of the prospect in the designated section at the top of the form.
3. Fill out the contact information, including phone number and email address. Ensure accuracy to facilitate future communication.
4. In the key information section, provide a detailed description of the prospect, including their relationship to you, key characteristics, and any important dates such as birthdays or anniversaries.
5. Add additional relevant details such as family names and workplace to help you build rapport over time.
6. Document any interactions in the 'What happened?' section. Include specifics about conversations, meetings, or events.
7. In the 'How did you leave it?' section, note the conclusion of your last interaction and any commitments made.
8. Outline the next steps in the 'What's next?' field to prepare for your follow-up actions.
9. Specify a timeline for your next interaction in the 'When?' section.
10. Record your follow-up plans in the provided follow-up sections, labeling them sequentially from Follow Up #1 to Follow Up #5, detailing the nature of each follow-up.
11. Once all fields are completed, ensure all information is correct. You can then save your changes, download, print, or share the form as needed.

Take the next step in your client management by completing the Prospect Tracking Sheet online.