With this pre-call checklist, you can check off important details to prepare for a call. Using this checklist, you can define your objectives, include important client information, and note pain points to include.

Pre-Call Strategy Checklist template

With this pre-call checklist, you can check off important details to prepare for a call. Make sure to plan thoroughly and look over major points before meeting with your client. Using this checklist, you can define your objectives, include important client information, and note pain points to include.

How to use:

  • List objectives for the call
  • Gather important information about client
  • Note client's needs and desires
  • Plan questions to ask