Sales Pre-Call Planner

Whether you’re creating a strategic business partnership with a prospect or managing an existing client, use this template to store contact information, meeting attendees, key notes, questions to ask, and even answers to the questions you may be asked.

Created by Sandler 07/21/2018
This template from Sandler will help you prep for any meeting. Plan ahead by using it to store contact and team member information, write and save key notes, confirm the questions you plan to ask, and prepare for the questions you may be asked.

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Meeting Agenda

Run meetings with more clarity, focus, and efficiency.

Project Overview

Document responsibilities of every project team member, important milestones, and final deadlines, so everyone knows what's going on.