SALES CALL PLANNING SHEET TEMPLATE

PROSPECT INFO	DETAILS	COMMENTS	OBJECTIVES
ORGANIZATION NAME	BEST CASE
MAIN CONTACT
CONTACT ROLE	MOST LIKELY CASE
ADDITIONAL CONTACTS ON CALL
ADDITIONAL CONTACTS ROLES	WORST CASE
POTENTIAL DEAL SIZE
CURRENT PIPELINE STAGE
DISCUSSION KEYS
MEETING AGENDA	THEIR CURRENT PROBLEMS
TIME	AGENDA ITEM	DESIRED OUTCOME
WHAT WE NEED TO KNOW
WHAT TO FOCUS ON
DESIRED NEXT ACTION

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