Call log template

Call log template is a log spreadsheet that shows the process and procedure of recording the incoming and outbound calls for business or personal purpose. A well defined call log form can help both the business and individuals to increase work efficiency and effectiveness.


Call Log Design

Call log can help increase the efficiency of calls in sales. There are basically two types of calls for sales person: cold call and warm call. A cold call is to solicit potential customers who were not expecting to speak with you. A warm call is to get to know more of your potential customers who have already showed their interests in your products or services. A call log can help your record your past activities and process.

Call log can help the sales person to have a clear call strategy. When planning your call to clients, it is important to have a sales call planning, The more planning you put into your cold calls, the easier and more successful they will be. The first step in planning out your cold calls is to set specific goals. The goals in the sales call should be realistic and clear, for example, in your first call, you may ask the future clients to make an appointment or contact theme later etc.

Call Log Template Layout

There is free log template you may download for reference, however, you may consider developing your sample call log template based on your own call needs and requirements if you use common spreadsheet such as Excel. During the design process, it is essential to consider the call log format, call log layout and call log outline in the call log form.

The first key part in the call log template is the call log overview. In the section, you need to state the call log basic information, call log purpose and call log objectives. For example, The Business Name:__; The Business Address:___.

The second key part in the call log sample is the main part. In the section, you need to give details of the call information. What is the contact person? what is the work phone and alternative phone of the contact person? Do you need to call back for further talk? etc.

The last key part in the call log form is the additional information. In the section, you may give additional information about your call, such as your comments and feedback, your assessment of the clients, what is your next step?