Contact Name__________________________ Company______________________________________
Contact Title: ____________________________________ Assistant: _________________________________
Email: __________________________________________ Phone: __________________________________
Referral Source & What in Common ___________________________________________________________
Initial Call Date_______________ Time_______________ Message left Y/N___________________________
Subsequent Calls/Emessages________________________________ Call/EM Returned? Y/N ______________
Objective of Call____________________________________________________________________________
General Plan for Achieving Objective____________________________________________________________
Networking Meeting Set Up: Y/N ______________Date: ___________________ Time: ___________________
Location: ______________________________ Directions: ___________________________________________
Sent Confirmation Email 1 Day Before Meeting: Y / N ______________________________________________
Bring: Networking Profile _____ Business Cards ______ Questions _____ Research ___________________
Job Description________________Other_________
Comments_________________________________________________________________________________
If Contact is Unable or Unwilling to Meet Suggest: _________________________________________________
Questions to Ask: ___________________________________________________________________________
Points to Make_____________________________________________________________________________
Referrals to 1) _____________________________ 2) _____________________________________________
1) ______________________________ Other ___________________________________________________
Follow-up Actions: Date Sent Thank you Y / N _________ Date Forwarded Info: _________________________
How Can You Help Them / Others: _____________________________________________________________?
Tags: informational interviews
