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"...This is an excellent program. I'm so glad that I stumbled on to this when researching for task management programs. Very low learning curv, quite flexible, and the price is right. Tried at least 20 other programs, either too complicated, too expensive, or poor documentation..."
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Pre-Call and Post-Call Checklist


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Pre-Call and Post-Call Checklist This Pre-Call and Post-Call Checklist is designed for salespeople to help them achieve better sales call results. It includes a range of tips and recommendations that describe how to best start and finish a sales call and what to talk about with target customers during the call. You can use the checklist in planning your sales call tasks.

Order 750 checklists in MS Word and PDF printable format at $49.99 USD only. BUY NOW! 

1. Sales Pre-Call Checklist.

  • Establish objectives for your future sales call
  • Know your stage in the sales cycle and then plan your pre-sales activities respectively
  • Identify whom you need to speak to
  • Know the name and position of your prospective customer
  • Find out contact info of the customer
  • Find out who makes sales-related decisions in the customer’s company
  • Identify potential obstacles and think of possible solutions that can be implemented before the call
  • Create a scenario that describes what to talk about with the customer
  • Think about what product information I will deliver to the prospect
  • Define your fall-back strategy (how to act and what to talk about when the customer is unfriendly to you)
  • Schedule time and date for your sale call
  • Think about how to best start the call (what open questions and greeting phrases to use)

2. Sales Post-Call Checklist.

  • Analyze results of your sales call
  • Check if your objectives have been achieved
  • Identify what went right and what went wrong
  • Summarize what information about the customer you have gathered
  • Analyze this information and try to understand what facts prove this customer still remains a viable sales opportunity for you
  • Identify your further sales steps if the customer gives you a chance for sales
  • Schedule your next phone call during which you must appoint a sales meeting with the customer
  • Think if there is a need to involve somebody else in the process
  • Figure out what you need to do to move the sale to the next stage
  • Set sales objectives for your next phone call

3. More Tips and Suggestions.

  • Make your sales objectives as simple as possible because simplicity ensures success
  • Use priorities and ranks if you have multiple objectives
  • Track the status of your deals every evening in order to see what prospects you must talk to next day
  • Use a kind of task management software to plan your tasks and goals
  • Keep yourself organized; otherwise your disorganization will distract and worry prospects
  • Be always polite, calm and informative when talking to your customers
  • Never try to sell something if the customer is unfriendly and does not want to talk to you
  • Use open questions to invite your prospects to give.....


Order 750 checklists in MS Word and PDF printable format at $49.99 USD only. BUY NOW! 

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