Exhibit 15 Business Development Tracking Form: by Name
Library | Building Rainmakers: The Definitive Guide to Business Development for Lawyers (ABA) (2016 Ed.) |
Business Development Tracking Form
Reduced in size; columns narrowed; row ht increased; words hyphenated; changed from landscape to portait to fit this book page. (Excel doc. Insert rows as needed. Row height expands to hold data. Color keyed words changed to black for book.) Courtesy of Peter Johnson/www.LawPracticeConsultants.com | ||||||||
Name of Person | Company | Relationship | Goal | Form of Contact | Date of Contact | Result of Contact | How Will You Follow-un? | Date of Next Contact |
(C)lient (P)rospect (R)eferral (O)ther | (Be Specific) | (M)eeting (P)hone call (S)eminar (O)ther | ||||||
CURRET/FORMER CLIENTS | ||||||||
CLIENT PROSPECTS | ||||||||
Smith, Mary | ABC | Prospect | Handle ABC Co's arbitrations re issues X, Y and Z | Lunch | 2/1/2012 | Learned more about the... |
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