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  • Pre Call Planning Template

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    Marcelo Partes de Oliveira
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    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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    Pre-call-planning-template

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

    Pre Call Planning Template

    Uploaded by

    Marcelo Partes de Oliveira
    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.

    Copyright:

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

    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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