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Phone Follow-up Script

July 10th, 2009

I need a script to keep track of following up with potential customers. I attached a screenshot of a static page that I put together in a few minutes (borrowing from the WordPress Admin Dashboard CSS) to show the features that I would like.

Basically, this is just a simple tool for phone follow-up. When I open the script it should show a page like you see with a phone number. I call the number and add any information to this page that I get while speaking with the customer. When I finish my phone call I click one of the buttons in the “Next Action” area and it takes me to the next phone number…where I repeat this process.

The script will continue down the list of phone numbers until I reach the end. Then it will tell me that there are no more numbers I need to call.


Phone Follow-up Script

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