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Pre call checklist for sales conversation call

Review the prospect's company background and recent news

Check the prospect's LinkedIn profile for insights

Identify key decision-makers and their roles

Understand the prospect's industry and market trends

Set clear goals for the call (e.g., schedule a follow-up, close a sale)

Determine the key points to discuss

Prepare questions to uncover the prospect's needs

Tailor your value proposition to the prospect's specific needs

Highlight benefits that align with the prospect's pain points

Prepare success stories or case studies relevant to the prospect

Gather any relevant brochures, presentations, or product sheets

Ensure all materials are up to date and accessible

Prepare any digital tools needed for the call (e.g., Zoom, CRM)

Test your phone or video conferencing equipment

Ensure a stable internet connection

Choose a quiet and distraction-free environment for the call

Outline potential next steps based on different call outcomes

Prepare any follow-up emails or materials to send post-call

Schedule time for follow-up communication in your calendar

Take a moment to mentally prepare and focus

Practice active listening techniques

Stay positive and confident in your approach

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