Pre-Call Preparation & Planning

Duration10'

No. of mini-lessons4

ResourcesDevelopment Plan

Duration 10'

No. of mini-lessons 4

Resources Development Plan

Course overview

Have you ever heard the saying, “Fail to plan, plan to fail”? It’s worth remembering in sales. If your sales teams fail to prepare before calls, they risk alienating customers, wasting time, and missing out on important sales opportunities.

Whether making cold calls or following up on warm leads, sales calls are a vital part of any salesperson’s job. Taking some extra time to prepare can make all the difference in whether those calls are successful. To get the most out of their calls, your salespeople need to do their research, have a plan, and know their objectives. This course will show them how.

What's covered

How to identify your sales calls’ objectives

How to conduct effective research before a sales call

How to implement the 7-step pre-call planning process

Why your teams need this course

Sales managers, representatives, and executives will need to prepare and plan for calls in their role. In this course they’ll learn how to recognize their objectives for sales calls, do effective research before making a call, and follow a simple 7-step process on their next sales call.

CPD Member

Accredited by CPD

TalentLibrary is recognized as reaching the standards and benchmarks required by the Continuing Professional Development (CPD) Certification Service.

The CPD Certification Service is the world’s leading and largest independent accreditation organization for professional development courses across all industry sectors.