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Customer Information Sheet

Initial Contact & Customer Details

Date call initiated:

Customer Name:

Company Name:

Site Location:

Building Notes:

Preferred Contact Time & Method:

Contacts

Site Manager Name:

Site Manager Phone Number:

Secondary Contacts

On-Site Maintenance Department Contact:

On-Site Maintenance Department Phone Number:

Accounting & Billing

Accounting Contact Name:

Accounting Phone Number:

Billing Address:

Elevator Specifics

Elevator Information (car type, of elevators, etc.):

Proposal & Follow-up Actions

Date information sent to Adam and Scott for review and pricing (copy office):

Date information was received back from Adam and Scott:

Date proposal was sent to customer (copy Adam, Scott, office):

Customer Follow-Up & Confirmation

Follow-up call date to confirm receipt of proposal:

Any follow-up questions for Adam and Scott:

Date follow-up questions emailed:

Date follow-up answers received:

Date answers relayed to customer:

Final Sale Documentation

Sales spreadsheet updated (date):

Notes from final conversation:

Sale Status (Won/Lost):