Outbound Call Report
Date of Call: 12/27/2055
Time of Call: 10:30 AM
Agent Name: [Your Name]
Call Duration: 15 minutes
Customer Name: Sarah Thompson
Customer Contact Information: sarah.thompson@email.com, (555) 123-4567
Lead Source: Marketing Campaign - Holiday Promotion
1. Call Outcome
2. Call Purpose
3. Call Summary
During the call, Sarah showed initial interest in our Holiday Promotion for a discount on our premium service packages. She asked about the specific features included in the premium package and whether it could be customized to fit her needs. After explaining the features and benefits, she mentioned that she would need approval from her team before making a decision. I provided her with an email with more details about the package and a proposal. She seemed engaged but requested a follow-up in a few days.
4. Customer Needs
Sarah is looking for a customized solution that fits her team’s specific requirements. She needs a service that can integrate easily with her existing software systems.
Needs approval from her team before making a purchase decision.
5. Action Items/Follow-Up Plan
6. Follow-Up Date
7. Agent's Observations
The customer seemed positive about the offering but was cautious about deciding without input from her team. I should emphasize the flexibility of our solutions and offer a demo or trial period.
Need to tailor the follow-up based on the approval process, ensuring I address any concerns her team might have.
8. Lead Status
Hot Lead (Ready to Proceed)
Warm Lead (Interest shown, needs nurturing)
Cold Lead (Not currently interested)
Lost Lead (No further interest or decision made)
9. Additional Notes
The customer prefers detailed documentation and case studies to present to her team for approval. She might be a good candidate for our referral program if she decides to move forward.
She mentioned she is under a tight deadline to finalize her decision, so it’s important to follow up promptly.
10. Manager's Review and Comments
The agent did a good job of addressing the customer's questions and concerns while maintaining a positive tone throughout the call. Follow-up emails should be timely and tailored to the customer's specific needs.
Recommend emphasizing the flexibility and customization options in the follow-up communication.
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