Contact Log – Conversation Records, Contact Directory and Follow-Up List

This contact log records the back-and-forth with people you deal with regularly, one conversation per entry: the date and time, who it was with, how you talked, what it was about, how it ended and when to follow up. What sets it apart is that the same record comes in three sizes, so you can pick the page that matches how much you usually write.

• Compact (page 2). Ten records on a portrait page, each with one line for the subject and one for the outcome.
• Spacious (page 3). Six records with taller boxes for the reason and the result, for conversations that need a few sentences.
• Wide (page 4). Eight records on a landscape page, with every field in a single row and a notes strip underneath.

Two kinds of address book

Page 5 is a quick directory for eight people, giving each a name, phone, email, preferred method and organization or relationship. Page 6 trades quantity for room, with five people, a role line and a notes box under each, for the contacts where you need to remember context. The start-here page leaves it to you which directory each person goes in.

Follow-ups and the example page

Anything still to do moves to the follow-up list: six entries with the contact, next action, due date, owner, status and notes, and a review date at the bottom. Page 8 shows a week of logging for two invented people, Avery Lane and Morgan Reed, with dates, times, methods and outcomes filled in. Their numbers use the 555 prefix set aside for fiction, so nothing on the page belongs to a real person.

Typing into the fillable version

In the fillable files, the method box on each log and directory page is a dropdown with phone, email, in person, video and other, and the status on the follow-up list offers planned, in progress, done and no action. Everything else is typed, and nothing is calculated. Open the file in a reader that handles forms, save a copy and reopen it to check your entries. Print copies at 100% on US Letter or A4.