Essential Selling Skills Session 3: Pre-Call Planning ($20, 30 minutes, on-demand) Every sales call should be purposeful, otherwise you are simply making sales visits. This session will teach three critical tasks that should be done before every sales call: 1) Setting clear sales goals and objectives; 2) Confirming appointments with the right person(s); and 3) Doing the appropriate homework and research. Practical examples will be used to reinforce how the best sales professionals plan and prepare. You also will receive a Pre Call Planning Form that you can use as a resource to plan for upcoming sales calls.
The video, downloadable handout, downloadable planning form, and quiz will help you improve your ability to master pre-call planning, including how to:
- Use the initial Planning Stage as the first critical link in the sales call process
- Set clear sales goals and objectives that are both task-oriented (what you want the customer to do) and relationship-oriented (how you can strengthen relationships)
- Ensure that you are meeting with the right person(s)
- Do the appropriate homework and research that will help you to connect with the customer
- Utilize the “Rule of Three” as a way to expand your network of customer relationships
Essential Selling Skills Session 3: Pre-Call Planning is the third of twelve online learning modules in the Essential Selling Skills Series.
Your registration provides 6 months access to practical skills-based online training, on your schedule, at your location.
The instructor is available to answer questions at firstname.lastname@example.org or 781-934-0900.
The entire Essential Selling Skills series includes almost 6 hours of training divided into 12 sessions, each about 30 minutes in duration. The series includes a 1 year subscription for the discounted price of $175. Session 1 is free, so use it as a no-cost way to preview the entire series.
Print Handout: ESS 3 Pre Call Planning
Print Planning Form: ESS 3 Pre Call Planning Form
Play Video: ESS 3 Pre Call Planning
Download and Save: Planning Form in Word - ESS3 Pre- Call Planning
Take the Quiz: ESS 3 - Test your Knowledge on Pre-Call Planning
$175.00Essential Selling Skills Series