Client Call Organizer

Client Call Organizer


Are you nervous on the phone? Do your thoughts sometimes get scrambled, and you end the call wondering how you could possibly miss a big piece of information? Or, you’re not a big notetaker, and your calls become fuzzy after a few days.

The Client Call Organizer will help you stay on track! Fill out the reference sheet once, and pin up or have on hand in your planner or notebook. (We tape that sheet to the inside of our planners!) Then, print several versions of the organizer, and fill one out per phone call!

Please note this product is a digital download!

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Do you LOVE this, but want the notepad version? We’ve got you covered! Shop our printables brand, Citrus Society, and receive a free pin and sticker with your purchase!