Want to run more effective, professional and well thought out Sales Calls? Use this Sales Call Planner template to effectively plan your next successful sales call. Designed to be used as a brainstorming planning tool either by yourself (to get your thoughts out and some structure), or with your team, this template allows you to ensure you focus on how to ensure your meeting is effective. Also see the more general Meeting Planner version here: http://www.slideshare.net/jbargent/meeting-planning-template

1. Our
Objec)ve
Our
Planned
Advance
A1endees
Attendee Name
and Role
Supporter or
Blocker of our
Objective?
Problem or Pain Wishing
to be Solved
Potential / Known Objections
they are Likely to Raise
Our Response / Mitigation Questions We Need to Ask
(and by who?)
Their
Expecta)ons?
Agenda
for
Mee)ng
Implica)ons
(making
problems
urgent)
Problems
(we
can
solve)
Best Case Minimum Worst Case
Topics
to
Reinforce
(Benefits
we
can
offer)
Explicit
Needs
(wants/desires)
Sales
Call
Planner
_______________________
What
we
Need
to
Validate
or
Learn?