A thirty-minute routine for reviewing your own week of calls and choosing one thing to improve. It is for learning, not for scoring yourself.
Choose "Save as PDF" in the print dialog. Nothing is sent anywhere and no account is needed.
When to use it
Use it at the same time every week, for example on Friday afternoon, and keep each week's page to see your own progress.
The checklist
Weekly self-review checklist for sales calls
Checklist
Count what you can count
Calls made and conversations held.
Meetings, demos or next steps agreed.
Follow-ups sent on time.
Notes completed after each call.
Listen back
Choose two calls: one that went well and one that did not, if your company allows recordings.
Note how much you talked compared with the customer.
Mark one moment where you could have asked a question instead of explaining.
Mark one moment you handled well.
Choose one change
Write one change in one sentence, for example 'ask a second question before answering'.
Decide how you will notice that you did it.
Tell a colleague or manager.
Plan practice
Pick a scenario that matches the change.
Book two short practice sessions in your calendar.
Note what to review next week.
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
Block the thirty minutes in your calendar as a fixed meeting with yourself.
Choose only one change per week; two or more rarely stick.
Compare this week's page with last week's, not with other people's results.
Practise it before you dial
In DIRI AI an AI customer, clearly marked as AI, answers your call and reacts the way a busy person might. Matching scenario: Defending value before procurement. The Free plan costs nothing.