<p> <table style="width: 565pt; border-collapse: collapse" cellspacing="0" cellpadding="0" width="750" border="0" x:str=""> <colgroup><col style="width: 51pt" width="68" /><col style="width: 58pt" width="77" /><col style="width: 65pt" width="86" /><col style="width: 35pt" width="46" /><col style="width: 51pt" width="68" /><col style="width: 80pt" width="106" /><col style="width: 83pt" width="110" /><col style="width: 54pt" width="72" /><col style="width: 88pt" width="117" /></colgroup> <tbody> <tr style="height: 38.25pt" height="51"> <td style="border-right: #f0f0f0; border-top: #f0f0f0; border-left: #f0f0f0; width: 565pt; border-bottom: #f0f0f0; height: 38.25pt; background-color: transparent" width="750" colspan="9" height="51"><strong><font size="5">候选客户资料表</font></strong></td> </tr> <tr style="height: 18pt" height="24"> <td style="border-right: #f0f0f0; border-top: #f0f0f0; border-left: #f0f0f0; border-bottom: windowtext 0.5pt solid; height: 18pt; background-color: transparent" colspan="9" height="24">营服：<font size="+0"><u>　　　　　</u> 部组：<u>　　　　　</u>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 填写日期：<u>　　　</u>&nbsp;　　邀约顺序：<u>　　</u>&nbsp;&nbsp; 指导员：<u>　　　　　。</u></font></td> </tr> <tr style="height: 18pt" height="24"> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext; border-left: windowtext 0.5pt solid; width: 51pt; border-bottom: windowtext 0.5pt solid; height: 18pt; background-color: white" width="68" height="24">姓&nbsp;名</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext; border-left: windowtext; width: 58pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="77">　</td> <td style="border-right: #f0f0f0; border-top: windowtext; border-left: windowtext; width: 65pt; border-bottom: #f0f0f0; background-color: white" width="86">性&nbsp;别</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext 0.5pt solid; border-left: windowtext 0.5pt solid; width: 86pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="114" colspan="2">□男&nbsp;&nbsp; □女</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext; border-left: windowtext; width: 80pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="106">手&nbsp;机</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext; border-left: windowtext; border-bottom: windowtext 0.5pt solid; background-color: transparent">　</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext; border-left: windowtext; width: 54pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="72">宅&nbsp;电</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext; border-left: windowtext; width: 88pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="117">　</td> </tr> <tr style="height: 21.75pt" height="29"> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext; border-left: windowtext 0.5pt solid; width: 51pt; border-bottom: windowtext 0.5pt solid; height: 21.75pt; background-color: white" width="68" height="29">年&nbsp;龄</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext 0.5pt solid; border-left: windowtext; width: 514pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="682" colspan="8">□25岁以下&nbsp;□25&mdash;35岁&nbsp;□35&mdash;40岁&nbsp;&nbsp; □40&mdash;50岁&nbsp;□50&mdash;57岁&nbsp;□57岁以上</td> </tr> <tr style="height: 18pt" height="24"> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext; border-left: windowtext 0.5pt solid; width: 51pt; border-bottom: windowtext 0.5pt solid; height: 18pt; background-color: white" width="68" height="24">单&nbsp;位</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext 0.5pt solid; border-left: windowtext; width: 123pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="163" colspan="2">　</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext 0.5pt solid; border-left: windowtext; width: 86pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="114" colspan="2">行业/职业</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext; border-left: windowtext; width: 80pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="106">　</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext 0.5pt solid; border-left: windowtext; width: 137pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="182" colspan="2">职&nbsp;务</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext; border-left: windowtext; width: 88pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="117">　</td> </tr> <tr style="height: 18pt" height="24"> <td style="border-right: black 0.5pt solid; border-top: windowtext 0.5pt solid; border-left: windowtext 0.5pt solid; width: 109pt; border-bottom: windowtext 0.5pt solid; height: 18pt; background-color: white" width="145" colspan="2" height="24">近期大额支出</td> <td style="border-right: #f0f0f0; border-top: windowtext; border-left: windowtext; width: 65pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="86">□有 □无</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext 0.5pt solid; border-left: windowtext 0.5pt solid; width: 86pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="114" colspan="2">家庭年收入</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext; border-left: windowtext; width: 80pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="106">　</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext 0.5pt solid; border-left: windowtext; width: 137pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="182" colspan="2">经济决定权</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext; border-left: windowtext; width: 88pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="117">□有&nbsp;□无</td> </tr> <tr style="height: 18pt" height="24"> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext; border-left: windowtext 0.5pt solid; width: 51pt; border-bottom: windowtext 0.5pt solid; height: 36pt; background-color: white" width="68" height="48" rowspan="2">有无私家车</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext 0.5pt solid; border-left: windowtext; width: 123pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="163" colspan="2" x:str="□有 ">□有&nbsp;&nbsp;&nbsp;&nbsp;</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext 0.5pt solid; border-left: windowtext 0.5pt solid; width: 86pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="114" colspan="2" rowspan="2">车值</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext; border-left: windowtext; width: 80pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="106" x:str="□20万以下 ">□20万以下&nbsp;</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext; border-left: windowtext 0.5pt solid; width: 83pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="110" rowspan="2">个性</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext 0.5pt solid; border-left: windowtext; width: 142pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="189" colspan="2" x:str="□理性 ">□理性&nbsp;</td> </tr> <tr style="height: 18pt" height="24"> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext 0.5pt solid; border-left: windowtext; width: 123pt; border-bottom: windowtext 0.5pt solid; height: 18pt; background-color: white" width="163" colspan="2" height="24">□无</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext; border-left: windowtext; width: 80pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="106">□20万以上</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext 0.5pt solid; border-left: windowtext; width: 142pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="189" colspan="2">□感性</td> </tr> <tr style="height: 36pt" height="48"> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext; border-left: windowtext 0.5pt solid; width: 51pt; border-bottom: windowtext 0.5pt solid; height: 36pt; background-color: white" width="68" height="48">客户类别</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext 0.5pt solid; border-left: windowtext; width: 123pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="163" colspan="2">□老客户&nbsp;&nbsp;&nbsp; □新客户</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext 0.5pt solid; border-left: windowtext; width: 86pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="114" colspan="2">年交保费</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext; border-left: windowtext; width: 80pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="106">　</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext; border-left: windowtext; width: 83pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="110">投保险种</td> <td style="border-right: black 0.5pt solid; border-top: windowtext 0.5pt solid; border-left: windowtext; width: 142pt; border-bottom: #f0f0f0; background-color: white" width="189" colspan="2">□分红&nbsp;&nbsp;&nbsp;&nbsp; □医疗</td> </tr> <tr style="height: 18pt" height="24"> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext; border-left: windowtext 0.5pt solid; width: 51pt; border-bottom: windowtext 0.5pt solid; height: 36pt; background-color: white" width="68" height="48" rowspan="2">与客户熟悉度</td> <td style="border-right: black 0.5pt solid; border-top: windowtext 0.5pt solid; border-left: windowtext 0.5pt solid; width: 123pt; border-bottom: black 0.5pt solid; background-color: white" width="163" colspan="2" rowspan="2">□非常熟 □一般 □陌生</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext 0.5pt solid; border-left: windowtext; width: 86pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="114" colspan="2" x:str="是否介绍 ">是否介绍&nbsp;</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext; border-left: windowtext; width: 80pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="106" x:str="□是 ">□是&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</td> <td style="border-right: #f0f0f0; border-top: windowtext; border-left: windowtext 0.5pt solid; width: 83pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="110" rowspan="2">是否有投保意向</td> <td style="border-right: black 0.5pt solid; border-top: windowtext 0.5pt solid; border-left: windowtext 0.5pt solid; width: 142pt; border-bottom: #f0f0f0; background-color: white" width="189" colspan="2" x:str="□有把握 □可能 ">□有把握&nbsp;&nbsp; □可能&nbsp;</td> </tr> <tr style="height: 18pt" height="24"> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext 0.5pt solid; border-left: windowtext; width: 86pt; border-bottom: windowtext 0.5pt solid; height: 18pt; background-color: white" width="114" colspan="2" height="24">过产品</td> <td style="border-right: windowtext 0.5pt solid; border-top: windowtext; border-left: windowtext; width: 80pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="106">□否</td> <td style="border-right: black 0.5pt solid; border-top: #f0f0f0; border-left: windowtext 0.5pt solid; width: 142pt; border-bottom: windowtext 0.5pt solid; background-color: white" width="189" colspan="2">□不确定&nbsp;&nbsp; □否</td> </tr> </tbody> </table> </p>