Templates
Sales
Cold Calling Checklist

Cold Calling Checklist

Reach out to prospected leads and record information from the call for reference.
1
Introduction:
2
Preparation:
3
Review leads gathered from prospecting
4
Take time to research the lead
5
Record details of the call
6
Relax for a moment
7
On the call:
8
Deliver your opening pitch
9
Ask about their current operations
10
Enquire about the problem your product solves
11
Determine if they are the decision maker
12
Give them a brief overview of your product
13
Ask if they would benefit from your service
14
Ask if they would be free for a follow-up call
15
Leave your contact details
16
Pass qualified lead onto the sales team
17
Sources:
18
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