Annuity Telemarketing Leads Form

  Date of Call:    Time of Call (Local to Prospect):   Completed By:
-- mm/dd/yy -- hh:mm    Annuity Agent:
        Contact information: Qualifications:         Current market(s):
First Name
Last Name
Street Address
City
State
Zip
Phone
Alternate Phone
 
Exact Age:

IRA
Annuity
401K
CD
 

How did the call end?

 Message: (enter appointment details and any other comments)

Approved follow-up Call 

 

 

  Not Interested    Hang Up    Wrong Number

 

 Spoke with:

                Best Time     
     

 

                                                                                             
         

TheCharterhouseGroup
Revised: 07/30/06