COMPLETE BEFORE APPOINTMENTS
Policy Maker’s Name _________________________________________________
Phone Number _____________________________________________________
Fax Number ________________________________________________________
Appointment Secretary ________________________________________________
Appointment with ____________________________________________________
Professional Title (Rep., Director, etc.) ____________________________________
Date Time Bldg Rm. No. _______________________________________________
Subject of Meeting ____________________________________________________
Send Follow-up Letter to _______________________________________________
Date Follow-up Letter is sent ____________________________________________
Date Thank You Letter to Appt Secretary ____________________________________
COMPLETE AFTER APPOINTMENTS
Dates Thank You Letters are sent to:
Policymaker _________________________________________________________
Staff Person _________________________________________________________