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Pre Call Planning Template

This document provides a template for pre-call planning with fields to fill in the company name, contact name, phone number, and source of the lead. It also includes questions to consider such as the reason for the call, objectives, what is known about the prospect's situation, the plan to reach objectives, and what could go wrong and how to react. The template aims to help salespeople prepare for calls by planning objectives and anticipating potential issues.

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Marcelo Partes de Oliveira
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2K views1 page

Pre Call Planning Template

This document provides a template for pre-call planning with fields to fill in the company name, contact name, phone number, and source of the lead. It also includes questions to consider such as the reason for the call, objectives, what is known about the prospect's situation, the plan to reach objectives, and what could go wrong and how to react. The template aims to help salespeople prepare for calls by planning objectives and anticipating potential issues.

Uploaded by

Marcelo Partes de Oliveira
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Pre-call Planning

Company Name:

Contact Name:

Telephone number:

Source of lead:

Why?
What’s the reason you’re talking in the first
place?

Objectives?
What you plan to achieve within the
conversation?

Premise?
What do you know about your prospect’s
situation?

Plan?
How do you plan to reach the objectives?

Anticipate?
What could go wrong and if it does, how
do you react to it?

WWW.THESALESMINDSETCOACH.COM

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