Free B2B Sales Call Checklist

Company:

[Your Company Name]

Email:

[Your Company Email]

Phone:

[Your Company Number]

Created by:

[Your Name]

Preparation

• Review the company's profile and understand its needs, challenges, and pain points thoroughly.

• Identify the key decision-makers and stakeholders involved in the purchasing process.

• Develop a personalized pitch tailored to address the specific needs and goals of the company.

• Set clear and achievable goals for the call, such as securing a follow-up meeting or obtaining a commitment for a product demo.

Introduction

• Introduce yourself and [YOUR COMPANY NAME], establishing credibility and expertise in the industry.

• Clearly state the purpose of the call, highlighting how your product or service can provide value to the company.

• Build rapport by mentioning a noteworthy accomplishment or recent event related to the company, demonstrating your understanding and appreciation of their business.

Pitch

• Present the unique selling proposition (USP) of your product, focusing on its key features and benefits that differentiate it from competitors.

• Explain how your product directly addresses the specific needs and challenges outlined during the preparation phase.

• Provide concrete examples or case studies showcasing successful implementations of your product in similar situations or industries.

Closing

• Recap the key points discussed during the call, ensuring alignment on the benefits and value proposition of your product.

• Encourage questions or concerns from the prospect, addressing any objections or uncertainties they may have.

• Offer to send additional information, such as product brochures or whitepapers, and suggest scheduling a product demo or follow-up meeting to further explore opportunities.

• Agree on a specific date and time for a follow-up call or meeting to keep the sales process moving forward and maintain momentum.