Use this template to plan your meetings with potential clients or customers. Research your contacts and include notes on goals and potential questions to answer.

Sales Pre-Call template

Use this template to plan your meetings with potential clients or customers. Research your contacts and include notes on goals and potential questions to answer. Sales meetings can be daunting, but planning ahead of time can help you get ready and ensure everything goes smoothly.

How to use:

  • Research your potential contacts
  • Check off tasks on the checklist
  • Check off tasks on the checklist
  • Plan answers to potential questions