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.
Gather background information about the client, including their industry, challenges, and any previous interactions with your company.
Ensure that all relevant sales materials, including presentations, brochures, and case studies, are updated and ready for the call.
Define clear objectives for the call, including what you want to achieve and key points to discuss.
Confirm the date and time of the call with the client and send a calendar invite to both parties.
Review and practice the call script or key talking points to ensure a smooth conversation.
List specific questions to ask the client that will help uncover their needs and pain points.
Test any technology that will be used during the call, such as video conferencing tools or phone systems, to avoid technical issues.