Elmwood Cohousing Prospect Contact Record
This form is specifically for Outreach Agents of Oakfield Cohousing.
===============BASIC INFO===============
First Name *
Your answer
Last Name *
Your answer
Email Address *
Your answer
Best Phone Number to Reach You
Your answer
Please share anything about your living and family situation you think we should know
Your answer
Let us know if you have questions or comments we can address
Your answer
===============CONTACT NOTES===============
Method of Contact
Contact Notes
What did you discuss specifically during this exchange?
Your answer
Follow Up Notes
Your answer
=======GENERAL NOTES BY OUTREACH AGENT=======
General Notes
Your answer
Motivators
Your answer
Obstacles
Your answer
Status *
Lead Source Notes
(How did you hear about us?)
Your answer
Is this prospect on the mailing list?
Occupation Notes
Type, Geographic Location, Etc.
Your answer
==============PARTNER INFORMATION==============
Partner First Name
Your answer
Partner Last Name
Your answer
Partner Email
Your answer
Partner's Phone Number
Your answer
Partner Occupation Notes
(Type, Geographic Location, etc)
Your answer
=========CURRENT ADDRESS INFORMATION=========
Street Address of Current Residence
Your answer
City of Current Residence
Your answer
State of Current Residence
Zip Code of Current Residence
Your answer
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