The Business Contact Record is available as an Evernote Note Template as well as in PDF.
Keeping track of business cards, contacts and prospects is a key part of any business. However, when you are just getting started, it can be overwhelming to look at all the different Customer Relationship Management software programs that are out there when all you really want is something simple to take notes on and remember to follow up with. That’s why I created the Business Contact Record by The Productivity Expert. Use this tool with Evernote’s Business Card Scanner or alone. You can even print out the template as a PDF if you want to store your contacts in a binder. The Business Contact Record includes a handy follow up plan so that you continue to build a relationship with your new contact.
You can use the Business Contact Record to expand and add detail to notes created by scanning business cards using the Evernote Business Card Scanner.
Evernote
Evernote is a program that can be used for many different purposes including getting your life and business organized. If you are new to Evernote, you can download your own version here.
Once you have your Evernote account set up, you can save a copy of the Business Contact Record by The Productivity Expert and any other sharable Evernote files.
Business Contact Record by The Productivity Expert
$9.99
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