Free 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

• Connected

• Voicemail

• No Answer

• Call Back Scheduled (Include Date and Time)

• Wrong Number

• Not Interested

• Lead Not Ready (Specify Reason)

• Other: N/A

2. Call Purpose

• Sales Introduction

• Product/Service Inquiry

• Follow-Up

• Customer Support

• Appointment Scheduling

• Market Research

• Other: N/A

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

• Send a detailed email with a customized proposal and breakdown of the premium package features.

• Follow-up call in 3 days (12/30/2024) to discuss feedback and decision.

6. Follow-Up Date

• The follow-up call is scheduled for 12/30/2055 at 11:00 AM.

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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