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?
  1. .
/
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