Pre-Call, Next Call Checklist for Teams & Managers

Use this two-page pre-call planning tool to help you and your team better prepare for your next sales call. The tool helps leaders and teams uncover, without any bias, what they know and don’t know about a given key contact. Use the collected information to guide your team in developing questions to better engage the person with whom they are meeting.

This resource is password protected. The required password and instructions for download can be found here. Please note that this link will only work once you have joined the Alumni Group.

If you have technical issues or did not receive a password, please request a new password.