Sample Lead Card 2026

1. Click ‘Get Form’ to open the Sample Lead Card in the editor.
2. Begin by entering the date in the designated field. This helps track when the lead was generated.
3. Next, add your initials to confirm that you are the one filling out this card.
4. Fill in the guest's name, ensuring it is clearly written for easy reference during follow-up.
5. Complete the address section, including city, state, and zip code, to ensure accurate communication.
6. Input both home and work phone numbers for multiple contact options.
7. Provide an email address for digital correspondence and updates.
8. Select any interests by checking the appropriate boxes regarding learning more about products or scheduling appointments.
9. Indicate the best time to call and where to mail additional literature if requested.
10. Utilize the notes section for any personal insights from your conversation with the guest, aiding future interactions.

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