Sales Call Planning Template
Hi! This is [Nicole] from
[Pens-R-Us].
I?m calling to speak to [Shannon]
about our innovative new product:
the pencil ? an erasable writing
tool. Is your department looking for
a way to reduce those pesky ink
stains and high correctional tape
prices?
Yes No
It will not only save you money, but
This is what we can do for you... Is it can also increase productivity
No
that something you're interested in? amongst your team members!
Let's clear up a few of your
concerns...
Yes
Yes No
Great! We specialize in providing
the tools your team needs to be
successful and productive in the I appreciate your time.
easiest way possible.
Please feel free to visit our website
One of our partners is going to be in No
if you change your mind or if you
your area on [Date]. She would love have any questions.
to swing by and give you a little
more information. It shouldn?t take
more than a 10-minute chat. Does
[Time] work for you?
Yes
Perfect! Let me get a little more
information from you...