Past-Customer Outreach Intake

Fill this in during or right after the call. Submitting it updates the customer's card in GoHighLevel.

Customer

First name

Last name

Phone

Past order piece

Past order #

Past order date

Liaison

What they want

Recipient

Occasion

Need-by date (in hand)

Piece type

Metal and color

Stone

Stone shape

Ring size

Length (in)

Personalization

Budget low ($)

Budget high ($)

Reference photo links

Quick site search

Next step

Site Match

Found it on the site. Send photos within 24 hours.

Leadership Request

Custom, changed spec, bulk or not on the site. Leadership sources and prices it.

Promised reply by

Fills in automatically: tomorrow for Site Match, 2 days out for Leadership Request.

Liaison notes