File: marketing toolkit/community services
Recurring External Event Locations – Summary Sheet
This is filled out once an event occurs and another event is scheduled at the same location. Updated at least every three months. From (date) ____ to (date)____ Last updated: ______
Event Location /Event Type
/ Contact / Frequency / Friendly Follow Ups (date) / Direct NPs? Referrals?- .
Sony
/ Workshops, Employee Apprec. / Mildred (HR Dir.) 123-4567 / Every 4 months /Thank You Card11/20
Gift__11/20 Personal Visit____ Other____ / # NPs _5__# Referrals? #_3
Staples / Screening - employees / Frank (Mgr)
234-5678 / 6 months /
Thank You Card_11/2
Gift____ Personal Visit____ Other____ / # NPs _2_#Referrals? _1
Wells Fargo Bank / Employee Appreciation Luncheon / Samantha (Mgr) 456-7890 / 12 months /
Thank You Card10/30
Gift____ Personal Visit____ Other____ / # NPs _2_#Referrals? _1
Palmer Chevrolet / Employee Appreciation Luncheon / Nancy (Mgr) 456-7890 / 12 months /
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs _2_#Referrals? _1
YMCA / Screening -- members / Bill Smith (Mgr)
234-5222 / Every 2 months /
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Fairgrounds / County Fair / Smiley Jones
555-7894 / Every August /
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Plant / Mills Lock & Key Safety lecture / Fred Jones
111-4857 / 12 months /
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Northslope / Curves North - members / Millie May / Monthly /
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Southslope / Curves South - members / May West / Every other Month /
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Recurring External Event Locations – Summary Sheet
This is filled out once an event occurs and another event is scheduled at the same location. Updated at least every three months. From (date) ____ to (date)____ Last updated: ______
Event Location /Event Type
/ Contact / Frequency / Friendly Follow Ups (date) / #NPs#Referrals
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
Thank You Card____
Gift____ Personal Visit____ Other____ / # NPs __#Referrals? __
© Petty, Michel & Associates, CHMS, Inc. last revised: 12/14/2011