Non-Protocol Client Contact Data Collection Template

This is a Non-Protocol transition spreadsheet template for use in collecting contact information for “former” clients from publicly available sources on the internet. It is formatted with a status column that includes a drop-down menu with 11 different descriptions. The cells in the status column are conditionally formatted to change colors based on the selection. The entire sheet is able to be filtered by any of the column criteria. It’s an excellent way to keep track of who you’ve spoken with and what the conversation entailed.