The Telemarketing Project Worksheet

This Telemarketing project worksheet is designed to help you organize your thoughts about your upcoming project. Complete the information below, integrating it with the other tools from the Telemarketing Toolbox to create a well thought-out plan that will help you meet your goals.

You can then print this completed form and/or submit it to have a telemarketing expert contact you to review and help finalize your project plans. (*= Required Entries.)

Your / contact name:	*
Company name:
Contact phone	*
Contact email address:	*
Project Name:
Project Type	B2B B2C
Do you have a Budget in mind?	Yes No
What is Your budget?	$
Do you have a list?	Yes No
Do you have SAN?	Yes No (Consumer B2C campaigns only. What is a SAN?)
Anticipated Start Date:
Anticipated End Date:
Type of calls to be made: (Check all that apply)	Lead Generation Appointment Setting Telephone Sales Product Recall Service Announcements Other
Describe the product or service:
Describe the nature of the outbound message:
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