If you run a company which commit to serve the best service for your clients, it will be better for you to prepare all the important things as thoroughly as possible. Once you need some product which your company can’t provide, you need to make a little investigation to choose the right party which can provide your clients’ needs best. For such this condition, you can ask some sales agent to promote the feature of their product so that you can select the best one to become your business partner in that project. In choosing the best sales’ product, it will be highly recommended for you to use this sales call checklist.

This sales call checklist will help you and your team in selection process. This checklist contains of account details, call purpose and expected outcome, the participants (both from customer and your company), planned agenda, competitive issues and obstacles, and required resources and advance preparation. It also details with some sub-part which important for you as well such as account name, who will be the primary contact, account executive, business development director, and many helpful detail others. This simple system will sharpen the perspective of your management team on how make a good analysis and diagnosis and also decide the best solution of a problem (inefficiencies, low productivity and poor quality of work / products), so then it will form a good habit which is applied in work ethic or culture organization in building a competitive production. Let me say, if you haven’t used this kind of checklist, just try it now and feel your work will be more organized and effective.

  Sales Call Checklist Template (68.0 KiB, 726 hits)