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    Client Contact Info Checklist History Busters Column1 Full Name Hours Rate Deduction Total CEO Member member member Page 1 of 4 Sales Call Log Checklist Client Contact Info client Name Client Employer Address City, State ZIP Primary Phone Secondary Phone Email Lucerne Publishing 567 second avenue Margie's Travel mountain view, IL 34567 northwind Traders.

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    Client Contact Info Checklist History Busters Column1 Full Name Hours Rate Deduction Total CEO Member member member Page 1 of 4 Sales Call Log Checklist Client Contact Info client Name Client Employer Address City, State ZIP Primary Phone Secondary Phone Email Lucerne Publishing 567 second avenue Margie's Travel mountain view, IL 34567 northwind Traders.

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    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
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    22 views4 pages

    Historybusterspayroll

    Uploaded by

    api-283387989
    Client Contact Info Checklist History Busters Column1 Full Name Hours Rate Deduction Total CEO Member member member Page 1 of 4 Sales Call Log Checklist Client Contact Info client Name Client Employer Address City, State ZIP Primary Phone Secondary Phone Email Lucerne Publishing 567 second avenue Margie's Travel mountain view, IL 34567 northwind Traders.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 4

    Client Contact Info

    Checklist

    History Busters
    Column1 Full Name

    Hours

    Rate

    Deduction

    Total

    CEO

    Kayli Suldo

    $200

    CFO

    Allie Mourer

    $200

    Member

    Mackenzie Maddox

    $950

    member

    Alana Salgado

    $200

    member

    Paul Yglesias

    $800

    Err:508

    Page 1 of 4

    Sales Call Log

    Checklist

    Client Contact Info


    Client Name

    Client Employer

    Address

    City, State ZIP

    Primary Phone

    Secondary Phone

    Email

    Radim Petratur

    Litware, Inc.

    100 Main St

    Cherrytown, NH 123456

    (541) 555-0135

    (541) 555-0136

    radim@litwareinc.com

    Aaron Nicholls

    Lucerne Publishing

    567 Second Ave

    Spaulding, NY 23456

    (425) 555-0198

    (425) 555-0199

    aaron@lucernepublishing.com

    Brian Welcker

    Margie's Travel

    987 Orange St

    Mountain View, IL 34567

    (888) 555-0125

    (888) 555-0126

    brian@margiestravel.com

    Phyllis Harris

    Northwind Traders

    890 N 3rd Ave

    Chatham, CA 45678

    (541) 555-0175

    (541) 555-0176

    phyllis@northwindtraders.com

    Jeff Smith

    Proseware, Inc.

    123 Major Dr

    Shelbyville, MA 56789

    (509) 555-0150

    (509) 555-0151

    jeff@proseware.com

    Page 2 of 4

    Sales Call Checklist


    Prior to call
    Review client history
    Review client employer history
    Review priorities & sales strategy
    Add item
    Add item
    Add item

    First time calling


    Direct call to appropriate person
    Clear introduction
    Add item
    Add item

    Sales information
    Clear and compelling introduction for product/service
    Cover all the basics
    Mention web-presence (e.g. website, social networks)
    Add item
    Add item

    Page 3 of 4

    Follow up information
    Client contact info
    Client personal info
    Client preferences
    Rescheduled contact?
    Sale made?
    Add item
    Add item

    Page 4 of 4

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