Scribd Logo
Upload

Welcome to Scribd!

  • Pre Sales Call Plan Cover

    Uploaded by

    Marcelo Partes de Oliveira
    18 views1 page
    This document provides a sales call plan template to help salespeople prepare for and follow up on client meetings. The template includes sections to highlight insights from previous meetings, prepare questions and objectives for the upcoming meeting, identify potential challenges and opportunities during the meeting, develop a sales strategy, and confirm next steps after the meeting. The overall goal is to structure client engagements, strengthen relationships, and advance sales opportunities.

    Original Description:

    Original Title

    Pre+Sales+Call+Plan+Cover

    Copyright

    © © All Rights Reserved

    Available Formats

    DOCX, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Report this Document
    This document provides a sales call plan template to help salespeople prepare for and follow up on client meetings. The template includes sections to highlight insights from previous meetings, prepare questions and objectives for the upcoming meeting, identify potential challenges and opportunities during the meeting, develop a sales strategy, and confirm next steps after the meeting. The overall goal is to structure client engagements, strengthen relationships, and advance sales opportunities.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    18 views1 page

    Pre Sales Call Plan Cover

    Uploaded by

    Marcelo Partes de Oliveira
    This document provides a sales call plan template to help salespeople prepare for and follow up on client meetings. The template includes sections to highlight insights from previous meetings, prepare questions and objectives for the upcoming meeting, identify potential challenges and opportunities during the meeting, develop a sales strategy, and confirm next steps after the meeting. The overall goal is to structure client engagements, strengthen relationships, and advance sales opportunities.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    SALES RAKE

    Sal.. C.11Plan Template


    ln1tructi ons: Comp t,thhtoN p,kmbJl/<Kf tllt JOftumttf}ngrotMufl' )'OU'*flH/y yo1.1rol,jcctlvnondcomnu.mk'ott' wlth01hcr lntt mo, r
    .,am,. Con{irm lhf>logistiU.H ndon av«ndoinodw:mct 0M ot o míni'm11m, tnow rw,-m.rtíng obj«t sOl'lddtshd n«Jr jltps, Evt ry
    qutst.íott dom nol rrquh rmonrwt r - f ff ort dtslgn,dto flf/pO'JJIJI yoc,,n rhtnlc rffio1Jgh l:tytltmtnrs o/tht (08 ondnr,t srt psJ

    HichU1hts from lut Meeting / Account History


    • ln our fast meetlng.whatdld weleam?
    • What opportunirJes:did we ldentlfy?
    • WhatWefethe.nextste s?
    Pre-M"tinc: Plan
    • Wh.at Is the me.e.tlnfl objectlveand ouf sales strate,gv?
    Whc1tIs tl,.e stttusoí the t\l rre n,t ela:t.ionsh lp?
    • WhatrolM/people-wlU be at thei meeting?
    • Whatlnslghts, data, ot rustomer evfd c.ecan
    weshare?
    • Hsve we- u eated .ana nd• fotthecal?l
    • tJcs-attlre, address.technol • etc.
    OIKOV•t
    Wtuu questlonsshould we askand howcan we develop
    rappon andtherelatlonshlp?
    • Wh.atlnfo do I need to confirm orexplore?
    • Wh.u ch.anges ln co mp titlon h.asoceurrNI?
    • Whatare thelr e,cpected " to ugh questlons"'and
    potentlal pltfalls? How should we handle these?
    How un we enwre the me..Ungsteyson tr.cic?
    • Whatií the meetlf'I Iscu t short? Prlorltits ?
    Soll
    What are the bestareas lo pursue?
    • What are yous llng andprepar-edtooffer?
    • What ate the. e.11pectecl objKt ions anel ho w
    wll1you ha:11dle them?
    Howwillyou t rMln theprlee,.to-W'in?
    • How can you advance e sale ln the.plpellne?
    Wh•t nex.tite eommltme:ntsdo want?
    Post•Meeting: Con-firm
    • What learnlngs/observat1onsdld we h.ave?
    Old we tMe-t our ca1Vtneet in8 objectJves?
    • Whatspedflc nextstepsdld thecustomer and you agree
    to do and bywhen?
    • What dldn' c go wel•-what would we dodlfferendy?
    What p,osrtJS WHmadeln4'dvancl.na a Stlleor
    ritla tiOMhi ?

    You might also like