Sales Call Preparation Checklist ( SALESANDMARKETING )

This checklist is designed to ensure that all necessary preparations are made before conducting a sales call with a potential client. It helps the sales team to be well-informed and ready to address the client's needs effectively.

• Research the Client

  Gather background information about the client, including their industry, challenges, and any previous interactions with your company.

• Prepare Sales Materials

  Ensure that all relevant sales materials, including presentations, brochures, and case studies, are updated and ready for the call.

• Set Call Objectives

  Define clear objectives for the call, including what you want to achieve and key points to discuss.

• Schedule the Call

  Confirm the date and time of the call with the client and send a calendar invite to both parties.

• Practice Call Script

  Review and practice the call script or key talking points to ensure a smooth conversation.

• Prepare Questions

  List specific questions to ask the client that will help uncover their needs and pain points.

• Check Technology

  Test any technology that will be used during the call, such as video conferencing tools or phone systems, to avoid technical issues.