NETWORKING AND OPPORTUNITY TRACKING FORM

Name (last, first): / Occupation or role:
Organization: / E-mail address:
Address (street/city, state, zip): / Phone numbers (note which is primary):
Office:
Cell:
Other:
First contact date: / Location of first contact: / Birth date (if relevant): / Birthday card (yes/no):
Notes (impressions, interest, family members, and so on):

Subsequent Contacts

Date of contact: / How contacted (phone, e-mail, etc.): / Next scheduled activity:
Notes:
Date of contact: / How contacted (phone, e-mail, and so on): / Next scheduled activity:
Notes:
Date of contact: / How contacted (phone, e-mail, and so on): / Next scheduled activity:
Notes:
Date of contact: / How contacted (phone, e-mail, and so on): / Next scheduled activity:
Notes: