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The Sales Team Starter Kit
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    • The Sales Team Starter Kit
    • Prioritizing tasks and time
      • To-do with Calendar
      • To-do with Gmail
      • Schedule reminder
    • Organizing meeting notes
      • Pre-meeting prep
      • Simple meeting notes
      • Voting table
      • Email a page
      • Customer success plan
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      Building a rolodex
      • Contact list
      • CRM
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The Sales Team Starter Kit
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Building a rolodex
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Building a rolodex

Potential customers can pop up anywhere. Maybe they fill out a form to request a demo. Or maybe your aunt’s neighbor calls your cell phone to ask how your product can help her one-woman pretzel business.
Here are a set of drag-and-drop templates to capture a person’s information, along with any notes about your chat, at a moment’s notice.
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Contact list
A table of people, emails, and phone numbers.
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CRM
Manage your customer relationships and interactions.
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