Make Pre Call Planning a Strength

Make Pre Call Planning a Strength

NOTE: I have not posted in sometime, because of a few issues, but I plan to continue posting on a more regular basis.  This post is a summary of tool we created to ensure a salesperson can plan more effectively for a sales call, it is also a key tool to use when multiple people are making a joint sales call.  Ken

Pre Call Planning Prospect: _______________________________________

Meeting Information:
Pl Place: _______________ Date: ________ Time: __________

? What is the objective of the call? What do you want as an outcome of this meeting?

? Have you reviewed the Survey of Questions to determine what you need to know and what you will ask?

? Have you reviewed your CRM files or your Account Plan?

? Anticipate your clients potential objections or new questions they may ask and your answers. “ What has changed if anything since our last meeting”?

? Role-Play your Opening.

? Plan the sequence and roles of all participants, clients, outside parties and our company.

? Have you made sure every attending knows their role?

? Review all previous notes and client information. Do you have their Organization Chart and company brochure?

? What are the various personality styles of each participant?

? Do you have the necessary brochures, data sheets, demo software with you?

? Have you checked your presentation material and equipment to make sure everything is working properly?

? Do you have plan on how you will close the meeting? What are the next steps? Action items, etc. ”Leave something for them to do for you!”

? What does their web site say about them?

? What type of Regulatory issues face this firm?

? What are the top 3 trends in the industry?

? Who are their top competitors?

? What are “key words” in the prospects business?

? What is the prospects vision and marketing message?

? What is their value proposition?

? What facts do you know?

? What information do you need to know?

? What person will most likely will provide that information?

? What assumptions are you making that need to be confirmed?

Based upon what you do know, what might be the business challenges your prospect is focused on
1. _______________________________________________________
2. _______________________________________________________

Based upon your knowledge of the business challenges, how will your solutions be presented to address these challenges?


What are the business benefits or expected results that would be achieved by implementing a our solutions?


Identify service(s) opportunities
Define any service opportunities that link to the technology solutions that support the business initiative.

1. ________________________________________________________________
2. ________________________________________________________________
3. ________________________________________________________________

What is your overall sales Value Proposition Statement to the customer based upon the Discovery information?


Confidential Property of Acumen Management Group, Ltd All Rights Reserved. No Reproduction Without Authorization
Please Complete the Following document prior to each face to face meeting:

Objective of this Meeting, What is the Desired Outcome or Discussion: Have Your Validated Pre-Calling Plan Guide?

Justification for this Encounter: ____________________________________________________________________

Expected Participants: ______________________________________________
Our Company Team: ________________________________________________
Names Titles Prospective Client’s Team:



Desired Outcomes: _______________________________________________
Maximum Minimum: ______________________________________________

Background Information;__________________________________________

Meeting Logistics; ______________________________________________

Handouts: ________________________________________________________

Ken Thoreson “operationalizes” sales management systems and processes that pull revenue out of the doldrums into the fresh zone. During the past 20 years, our consulting, advisory, and platform services have illuminated, motivated, and rejuvenated the sales efforts for organizations throughout the world.
Ken was recently ranked for the fourth year in a row by Top Sales World magazine as one of the Top 50 Sales & Marketing Influencers. His blog has been rated in the sales blogs in the world!
Ken has written 5 books, his latest book is: SLAMMED! for First Time Sales Managers, Ken provides Keynotes, consulting services, boot camps and products designed to improve business performance. Need more sales management resources? Check out his Sales Management Tool Kit or the Acumen Project and his new Ignite Your Sales Team online video training program for sales leaders.

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