Sales Call Log

Call # Client Company Date Time

Company Name
Client Contact Info
Client Name Client Employer Address Primary Phone Secondary Phone Email
Company Name
Page 2 of 4
Review client history
Review client employer history
Review priorities & sales strategy
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Direct call to appropriate person
Clear introduction
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Clear and compelling introduction for product/service
Cover all the basics
Mention web-presence (e.g. website, social networks)
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Company Name
Sales Call Checklist
Prior to call
First time calling
Sales information
Page 3 of 4
Client contact info
Client personal info
Client preferences
Rescheduled contact?
Sale made?
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Follow up information
Page 4 of 4