All sheets
Free sheet, reviewed October 2026
The ask sheet
For asking an institution for something and having it hold. A name, a reference, a date.
- What it is
- For asking an institution for something and having it hold. A name, a reference, a date.
- Who it is for
- A man dealing with a bank, an insurer, an agency, an employer, or a landlord who keeps losing track of what was promised.
- What it produces
- A written record of every call that means you never have to start again from the beginning.
- Time
- Five minutes per call
Everything on the sheet is below, so you can use it without opening the PDF. A notebook works just as well.
Before the call
- Who I am calling
- What I am asking for, in one sentence
- Account or case number
Say these
- Can I take your name?
- Can you give me a reference number for this call?
- What happens next, and by when?
- If I have not heard by then, who do I ask for?
During the call
- Name of the person
- Date and time
- Reference number
- What they said will happen, and by when
After
- I will follow up on
- If it has not happened, I will ask for
Print several. One per call.