Workflow Templates: Sales Call Checklist

Research the prospect's company and industry.

Review the prospect's previous interactions with your company.

Prepare a list of questions to understand the prospect's needs.

Ensure all necessary documents and presentation materials are ready.

Test all technical equipment to avoid disruptions.

Introduce yourself and your role clearly.

Summarize the purpose of the call and set the agenda.

Ask open-ended questions to gather detailed information.

Actively listen and take notes on key points.

Address any concerns or objections raised by the prospect.

Send a thank you email summarizing the main points discussed.

Attach relevant documents, links, or additional resources.

Schedule a follow-up call or meeting if necessary.

Update the CRM with detailed notes from the call.

Evaluate the call and identify areas for improvement.

Sales Call Checklist