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Sales Call Planner: Info Classification Info Notes

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Hoang Nguyen

This sales call planner document provides templates for prospect information, objectives, meeting agenda, and discussion keys to help a salesperson prepare for an upcoming call. It includes fields to identify the organization, contacts, deal size, current stage, objectives for best, likely and worst cases, an agenda with times and desired outcomes, and keys to focus the discussion on problems, learning opportunities, topics, and desired next actions.

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© All Rights Reserved
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Sales Call Planner: Info Classification Info Notes

Uploaded by

Hoang Nguyen
32 views1 page
This sales call planner document provides templates for prospect information, objectives, meeting agenda, and discussion keys to help a salesperson prepare for an upcoming call. It includes fields to identify the organization, contacts, deal size, current stage, objectives for best, likely and worst cases, an agenda with times and desired outcomes, and keys to focus the discussion on problems, learning opportunities, topics, and desired next actions.

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Sales Call Planner

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This sales call planner document provides templates for prospect information, objectives, meeting agenda, and discussion keys to help a salesperson prepare for an upcoming call. It includes fields to identify the organization, contacts, deal size, current stage, objectives for best, likely and worst cases, an agenda with times and desired outcomes, and keys to focus the discussion on problems, learning opportunities, topics, and desired next actions.

Copyright:

© All Rights Reserved
Download as DOCX, PDF, TXT or read online from Scribd
Download as docx, pdf, or txt
32 views1 page

Sales Call Planner: Info Classification Info Notes

Uploaded by

Hoang Nguyen
This sales call planner document provides templates for prospect information, objectives, meeting agenda, and discussion keys to help a salesperson prepare for an upcoming call. It includes fields to identify the organization, contacts, deal size, current stage, objectives for best, likely and worst cases, an agenda with times and desired outcomes, and keys to focus the discussion on problems, learning opportunities, topics, and desired next actions.

Copyright:

© All Rights Reserved
Download as DOCX, PDF, TXT or read online from Scribd
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Sales Call Planner

Prospect Info
Info Classification Info Notes

Organization Name

Main Contact Name

Main Contact Role

Other Contacts on the Call

Other Contacts Roles

Potential Deal Size

Current Pipeline Stage

Objectives
Best Case Most Likely Case Worst Case

Meeting Agenda
Time Agenda Item Desired Outcome

Discussion Keys
Focus Our Description

Their Current Problems

What We Need to Learn?

Topics To Focus On

Desired Next Action

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