Sales Call Preparation

Sales Call Preparation Template

How to Use:

Add in the following details:

Call Information

This is important for future reference and follow-up. This should include:

• Date of the call.
• Your team members, if applicable.
• Reason for the call. For example, you may want to establish rapport and start a relationship.
• Name of the company you have contacted.

Clarify Your Objectives

Identify what you want to achieve by making the call. This may include:

• Schedule a meeting with your prospect.
• Inform your prospect about your products and services.
• Get their contact details so you can send them more information about what you offer.

Research Information

This is any background information you have found about the company before you make the call. This could include:

• Contact names, their roles, email, and phone number.
• What the company does.
• The size of the company, in terms of the number of employees and their annual turnover, if it's available publicly.
• How long has the company been operating.
• Identify reasons why the company needs what you offer.

Your Checklist

This includes tasks you need to do before the call. For example:

• Having a script prepared for your call-to-action.
• Preparing any marketing material or other information your prospect may ask for.
• Having your notes from previous calls, if you're doing a follow-up.