Pre-Call-Planning – e92plus

PRE-CALL-PLANNING

Prepare for Success

SECTION 01

Prospect Information

Name:

Company:

Job Title:

Industry:

Contact Details:

Website/LinkedIn Profile:

SECTION 02

Call Objective

What do I want to achieve from this call?

SECTION 03

Key Talking Points

Product/service overview

How it solves the prospect's problem

Case study or success story reference

Key differentiators to mention

SECTION 04

Prospect Research

What do I know about the company?

What pain points or challenges are they facing?

What's happening in their industry right now?

SECTION 05

Anticipated Objections & Responses

Common objections:

Prepared responses:

SECTION 06

Questions To Ask

What goals are you trying to achieve this quarter?

What challenges are slowing your team down?

What would an ideal solution look like for you?

SECTION 07

Call Notes / Observations

Prospect's tone and attitude:

Key insights shared:

Objections raised:

SECTION 08

Next Steps / Follow-Up Actions

Agreed next action:

Deadline/date:

Responsible person: