Pre-Call Preparation and Planning

Have you ever heard the saying, “Fail to plan, plan to fail”? It’s worth remembering, if you work in sales. If you fail to prepare before calls, you risk alienating customers, wasting time, and missing out on important sales opportunities.

Whether making cold calls or following up on warm leads, sales calls are a vital part of any salesperson’s job. Taking some extra time to prepare can make all the difference in whether those calls are successful. To get the most out of your calls, you need to do your research, have a plan, and know your objectives. This course will show you how.

By the end of this course, you’ll be able to:

• Identify your sales calls’ objectives
• Conduct effective research before a sales call
• Explain how to implement the 7-step pre-call planning process

Why take this course?

Whether you’re a sales manager, representative, or executive, you’ll need to prepare and plan for calls in your role. In this course you’ll learn how to recognize your objectives for sales calls, do effective research before making a call, and follow a simple 7-step process on your next sales call.

10 mins | SCORM | Takeaway Tasks