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Pre-Call Preparation
Research the prospect's company and industry
Find relevant information about the prospect
Review any previous interactions or notes
Prepare key talking points and questions
Call Execution
Introduce yourself and your company
Confirm if it is a good time to talk
Clearly articulate the purpose of the call
Actively listen and ask open-ended questions
Tailor the conversation to the prospect's needs
Address any objections or concerns
Highlight the value proposition of your product/service
Share relevant success stories or case studies
Set clear next steps and follow-up actions
Post-Call Activities
Update CRM with call details and outcomes
Send a personalized follow-up email summarizing the call
Schedule any necessary follow-up tasks or meetings
Share important insights or feedback with the team
Continuously improve your skills through self-reflection
Ongoing Sales Development
Research and prospect new leads regularly
Nurture existing leads through targeted outreach
Collaborate with the marketing team for lead generation
Attend relevant training or webinars to enhance skills
Stay updated with industry trends and competitor insights
Seek feedback from colleagues and managers for improvement
Remember, this is just a sample checklist and you can modify or add sections/items based on your specific requirements as an SDR.
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