Creating a Sales Call Plan: Frameworks, Templates, and a Real-World Example
Update: 2025-03-31
Description
Proper planning prevents poor performance. Say that 10 times fast.
In this episode, John and Mark break down the elements of an effective sales call plan, sharing insights from real-world experiences and highlighting the importance in driving better business outcomes. They walk through the crucial elements that make up an effective call plan and emphasize the significance of preparation, especially for those new to sales conversations. In this conversation, you’ll hear:
- The components of a sales call plan and why planning prevents poor performance.
- How setting a clear objective for the call enhances focus and direction.
- The role of thorough research in understanding client needs and anticipating questions.
- Why a concise agenda keeps the conversation aligned and productive.
- The art of telling a compelling client success story
Read the blog post from Mark and download the Sales Call Planning template: https://www.wainwrightinsight.com/creating-a-sales-call-plan/
Share your feedback in our listener survey: https://www.surveymonkey.com/r/8V9T6Z7
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