Pre-call Plan

A pre-call plan is an important preparatory step, too often skipped by salespeople.  A pre-call plan is a plan salespeople put together in preparation for a sales call.  It can be a first meeting, a discovery meeting, or a closing meeting.  The point is to go into the call with a plan.  The plan should outline objectives for the call, potential questions to ask, information to share and potential next steps to establish at the end of the call. Top performing salespeople go into every meeting with a plan.

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