A detailed preparation list for the five minutes before an important call. For the full before, during and after sheet, see the sales call checklist.
Choose "Save as PDF" in the print dialog. Nothing is sent anywhere and no account is needed.
When to use it
Use it before first calls, calls with senior people and any call you cannot afford to start badly.
The checklist
Pre-call checklist
Checklist
Know the person
Name, role and how to pronounce it.
What they do and what the company does.
Last contact and what was said or promised.
Any recent news that explains why you call now.
Set your goal
One goal for the call, written in one sentence.
The smallest next step you would accept.
What you will do if they say no.
Prepare the conversation
Opening line: who you are and why you call.
Two or three open questions.
Likely objections, with one honest reply to each.
Facts and figures you may need, and where they are.
Prepare yourself
Notifications off and other tabs closed.
A glass of water and a quiet place.
One slow breath before you dial.
DIRI AI · diriai.com · Training material, not legal or financial advice.
Replace the [square brackets] with your own facts and adapt the wording to your own voice.
How to use it
Print it or keep it beside the phone and tick each item.
Skip nothing in the first group; most weak calls start with not knowing the person.
After the call, mark which item you missed and add it to your routine.
Practise it before you dial
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