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PTL 4.2 Contact Follow Up


Goal:

• To keep current with the contact, learn of any projects the contact may have upcoming, and to demonstrate our commitment to the contacts needs.

Outline:

PTL 4.0 Gather Contact Data Details
          4.1 Contact Communications
                        4.1.1 Phone Call
                        4.1.2 Send Marketing Material
                        4.1.3 Request Information
          4.2 Contact Follow Up
                        4.2.1 Phone Call Follow Up
                        4.2.2 Marketing Material Follow Up
          4.3 Build Details
          4.4 Pre Associate ID
          4.5 Contact Potential