Enhance your sales calls with our comprehensive Pre-Call Planning Template, designed to fuel research, prepare presentations, and guide strategic discussions.
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Identify the purpose of the call
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Research company and contact
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Note down any previous interactions with the client
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Identify specific challenges or problems the client faces
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Determine potential solutions or products to offer
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Check on client's competitors
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Prepare customized presentation based on research
8
Draft potential questions to ask during the call
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Review call objectives and key talking points
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Rehearse the call and adjust script if necessary
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Approval: Sales Manager to review pre-call plan
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Set appointment date and time
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Send pre-call information to client
14
Ensure all necessary materials and equipment are available for the call
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Create and save notes during the call
16
Post-call assessment and evaluation
17
Approval: Post-call evaluation by Team Lead
Identify the purpose of the call
What is the main objective of this call? What outcomes are you hoping to achieve? Provide a clear understanding of why this call is important and what it aims to accomplish.
Research company and contact
Why is it essential to research the company and contact before making the call? How can this information help improve the conversation and build rapport?
Note down any previous interactions with the client
How can tracking and referencing previous interactions with the client contribute to a more personalized and effective call? What information should be recorded?
Identify specific challenges or problems the client faces
Why is it crucial to understand the challenges or problems the client is currently facing? How can this knowledge help tailor the conversation and provide relevant solutions?
Determine potential solutions or products to offer
How can identifying potential solutions or products in advance benefit the call? What factors should be considered when determining the best options?
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Option 1
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Option 2
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Option 3
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Option 4
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Option 5
Check on client's competitors
What can be gained by researching the client's competitors? How can this information be used to demonstrate expertise and provide valuable insights during the call?
Prepare customized presentation based on research
Why is it important to create a customized presentation? How can incorporating research findings into the presentation enhance its impact?
Draft potential questions to ask during the call
What is the purpose of drafting questions in advance? How can thoughtful and relevant questions contribute to a productive conversation?
Review call objectives and key talking points
Why is it important to review the call objectives and key talking points before making the call? How can this preparation enhance communication and ensure a focused discussion?
Rehearse the call and adjust script if necessary
Why is rehearsal crucial before making the call? How can practicing the conversation and adjusting the script improve confidence and effectiveness?
Approval: Sales Manager to review pre-call plan
Will be submitted for approval:
Research company and contact
Will be submitted
Note down any previous interactions with the client
Will be submitted
Identify specific challenges or problems the client faces
Will be submitted
Determine potential solutions or products to offer
Will be submitted
Check on client's competitors
Will be submitted
Prepare customized presentation based on research
Will be submitted
Draft potential questions to ask during the call
Will be submitted
Review call objectives and key talking points
Will be submitted
Rehearse the call and adjust script if necessary
Will be submitted
Set appointment date and time
What is the significance of setting a specific appointment date and time with the client? How does this contribute to organization and professionalism?
Send pre-call information to client
Why is it important to provide pre-call information to the client? How can this ensure both parties are well-prepared and can make the most of the call?
Pre-call information
Ensure all necessary materials and equipment are available for the call
Why is it important to ensure all necessary materials and equipment are prepared? How can this prevent disruptions and enable a smooth conversation?
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Laptop
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Headset
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Presentation slides
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Notebook
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Pen
Create and save notes during the call
Why is it essential to create and save notes during the call? How can these notes serve as a valuable reference and aid in follow-up actions?
Post-call assessment and evaluation
Why is it important to conduct a post-call assessment and evaluation? How can this feedback be used to improve future calls and enhance the overall process?
